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Person account enablement before Agentforce Health feature setup

Key Takeaway

Set up person accounts before specific Agentforce Health features, and finish by assigning the Person Account record type to each user profile.

A person account stores information about a specific person by combining certain account and contact fields into a single record. Agentforce Health models patients and members this way, so enabling person accounts is part of basic setup. You can't undo that choice after you make it.

Who to model as person accounts

Always model patients and members as person accounts, because otherwise you can't fully use Agentforce Health functionality.

Salesforce strongly recommends person accounts for providers who are their own independent entity with practicing rights at a number of locations.

Dr. Patel is an independent cardiologist with practicing rights at three hospitals. She fits that recommendation, so you model her as a person account.

Salesforce Accredited Agentforce Health Professional Study Guide

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