Affiliation settings and prerequisites in the Admin Console
Key Takeaway
Affiliation settings in the Admin Console select from field sets and custom fields that already exist, so you create those first. For example, you create a field set on the Provider Affiliation object before you can choose it as the "Provider Affiliation Unique Field Set".
Affiliations in Agentforce Life Sciences map the relationships between Healthcare Professionals (HCPs) and Healthcare Organizations (HCOs). Users see them on the Affiliations tab of an account record. Admins control how affiliations behave and display through Affiliation settings in the Admin Console. Several of those settings point to field sets and custom fields that you must build first. Some behavior also depends on trigger handlers and field access that aren't on by default.
Hard and soft affiliations
Affiliations come in two types. A hard affiliation connects a person or department to a specific location or organization, such as an HCP affiliated with a hospital. A soft affiliation is based on influence rather than physical location, such as an HCP who influences other doctors through research or a professional network.