Affiliation list, hierarchy, and network views
Key Takeaway
To let users create new affiliations and update existing ones on both web and mobile, configure the Table View and set its columns through a field set, because the Network View is for viewing only and the Hierarchy View is available only on mobile.
Affiliations map the connections between Healthcare Professionals (HCPs) and Healthcare Organizations (HCOs) so that field teams can target their engagement. Agentforce Life Sciences offers three views, which users open from the Affiliations tab on an account record page: the Table View, the Hierarchy View, and the Network View. Each view serves a different purpose. The right choice depends on the device, the affiliation type, and whether the user needs to edit.
Choosing among the three views
| Shows affiliations as | Available on | Choose it to | |
|---|---|---|---|
| Table View | A structured table | Web and mobile | Create new affiliations and update existing ones |
| Hierarchy View | An org chart of hard affiliations only | Mobile only | Give mobile users an org chart of hard affiliations |
| Network View | A graph of both hard and soft affiliations | Web and mobile | See influence (soft) relationships or relationship direction |
The Network View is for viewing only, so users must go to the Table View to edit an affiliation. The Hierarchy View is available only on mobile, so web users work with the Table View and the Network View. Of the three views, the Table View is the only one that both supports editing and works on web and mobile. When users need to create and update affiliations on both platforms, configure the Table View and set its columns through a field set.
Priya is a sales rep who uses the web at her desk and the mobile app in the field. At her desk, she opens the Network View to see which doctors a key oncologist influences, because the Network View shows soft affiliations and the Hierarchy View doesn't. Before a hospital visit, she opens the Hierarchy View on the mobile app to see the hospital's hard affiliations as an org chart. Later, she spots an affiliation with an outdated role in the Network View. She can't change it there, so she switches to the Table View and updates it.