Primary affiliation behavior and change governance
Key Takeaway
Marking a new affiliation as primary automatically clears the Primary field on the account's previous primary affiliation, without starting Data Change Request approval. The newly affiliated HCO becomes the account's parent organization.
A provider affiliation links two accounts, such as a Healthcare Professional (HCP) and the Healthcare Organization (HCO) where they work. One of an account's affiliations to a healthcare organization can be marked as primary. In Agentforce Life Sciences, the primary affiliation drives the account's Parent Organization field, so changing which affiliation is primary also changes the account's parent. To govern this master data, you need to know three things: when the system clears the Primary field automatically, when it blocks a change, and when Data Change Request approval is skipped.
How primary affiliations work
You make an affiliation primary by selecting the "Primary" field on the affiliation record. Agentforce Life Sciences maintains one primary affiliation to a healthcare organization for each account.
The one-primary restriction applies to the parent organization, not to the affiliated account. As a result, the same HCO can be the parent organization for multiple HCPs or HCOs at once.