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Affiliation batch jobs for high-volume data loads

Key Takeaway

After a high-volume affiliation load, run the batch jobs instead of relying on trigger handlers. AffiliationDataLoadProcessorBatch sets hard or soft types where the necessary conditions are met and creates reverse affiliations. AccountPrimaryAffiliationBatch creates primary affiliations from parent accounts.

Affiliations map the connections between Healthcare Professionals (HCPs) and Healthcare Organizations (HCOs). In Agentforce Life Sciences, trigger handlers can automate parts of affiliation setup, but they run into governor limits during high-volume loads. Affiliation batch jobs are Apex batch jobs that process large volumes of affiliation records at once. They bypass those governor limits, so they are the high-volume alternative to the trigger handlers. Two jobs cover the work: one sets affiliation types and creates reverse affiliations, and the other establishes primary affiliations to parent organizations.

The two affiliation batch jobs

Each batch job replaces specific trigger handlers and takes over their work.

Batch jobReplaces these trigger handlersWhat it does
AffiliationDataLoadProcessorBatchHardAffiliationHandler and AffiliationReciprocalHandlerSets affiliation types and creates reverse affiliations
AccountPrimaryAffiliationBatchHealthcareProviderAffiliationHandlerEstablishes primary affiliations to parent organizations
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