lsc-demo-data-loading

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• SKILL.md

SKILL.md (first lines)

## How to Answer Demo Data Loading Questions

**Always call MCP tools first to check org state before creating data.**

| User asks about... | Call this tool |
|---------------------|---------------|
| Territory setup status | `run_soql({ query: "SELECT Id, Name, State FROM Territory2Model LIMIT 5" })` |
| Existing accounts | `run_soql({ query: "SELECT COUNT(), IsPersonAccount FROM Account GROUP BY IsPersonAccount" })` |
| Existing HCPs | `run_soql({ query: "SELECT COUNT() FROM HealthcareProvider" })` |
| Object fields | `describe_sobject({ sobject: "Account" })` or any target object |
| Territory assignments | `run_soql({ query: "SELECT COUNT() FROM ObjectTerritory2Association" })` |
| Therapy-area scenarios, demo concepts, related guidance | `search_lsc_knowledge({ query: "..." })` (returns cited source content) |

---

## Data Loading Order

Data must be created in this order due to dependencies:

1. **Territory Hierarchy** (Territory2Model > Territory2Type > Territory2)
2. **Accounts** (HCO org accounts, then HCP PersonAccounts)
3. **Healthcare Providers** (HealthcareProvider linked to PersonAccounts)
4. **Provider Details** (NPI, Specialty, CareSpecialty, Affiliations)
5. **Territory Assignments** (ObjectTerritory2Association, ProviderAcctTerritoryInfo)
6. **Provider Account Territory Summaries** (PrvdAccountTerritorySummary)
7. **Contact Points** (Address, Email, Phone, Social)
8. **Business Licenses**
9. **Scenario Data** (therapy-area-specific layering)

---

## Territory Hierarchy

### Required Objects

| Object | Purpose |
|--------|---------|
| `Territory2Model` | Container for the entire hierarchy (one active model) |
| `Territory2Type` | Types of territories (Geographical, Medical, KAM) |
| `Territory2` | Individual territory nodes |

### Structure Pattern

```
GLOBAL (root)
├── US
│   ├── US_NE_Boston
│   ├── US_NE_Washington_DC
│   ├── US_MW_Chicago
│   └── US_W_San_Francisco
├── GB
│   ├── GB_London
│   ├── GB_Manchester
│   └── GB_Edinburgh
├── FR / DE / IT / ES / JP / KR / BR / MX / AR
│   └── (country sub-territories by city)
├── Medical
│   ├── MED_Oncology
│   ├── MED_Cardiology
│   ├── MED_Neurology
│   ├── MED_Immunology
│   └── MED_Primary_Care
└── KAM
    ├── KAM_Academic_Medical_Centers
    ├── KAM_Hospital_Systems
    └── KAM_Payer_Insurance
```

### Key Gotchas

- **Territory2Model must be in Active state** for assignments to work. Use `State = 'Active'` or activate via Setup.
- **Territory names are DeveloperName-like** (underscores, no spaces) — use this for lookups, not `Name`.
- **ParentTerritory2Id** links child to parent — query by `DeveloperName` to find the parent.

---

## Account Creation

### Record Types

| Record Type DeveloperName | Use For |
|---------------------------|---------|
| `Health_Care_Organization` | Hospitals, clinics, payers, pharmacies |
| `Health_Care_Provider` | Doctors (PersonAccount) |

### HCO (Organization) Accounts

```apex
Account a = new Account();
a.RecordTypeId = hcoRtId;
a.Name = 'Massachusetts General Hospital';
a.Type = 'Hospital';
a.BillingStreet = '55 Fruit Street';
a.BillingCity = 'Boston';
a.BillingStateCode = 'MA';
a.BillingPostalCode = '02114';
a.BillingCountryCode = 'US';
a.Site = 'DEMO-TAG';  // tag for cleanup
```

### HCP (PersonAccount) Doctors

```apex
Account a = new Account();
a.RecordTypeId = hcpRtId;
a.Salutation = 'Dr.';
a.FirstName = 'Sarah';
a.LastName = 'Chen';
a.PersonEmail = 'sarah.chen@hospital.example.com';
a.Phone = '+1 617 726 2000';
a.BillingStreet = '55 Fruit Street';
a.BillingCity = 'Boston';
a.BillingStateCode = 'MA';
a.BillingPostalCode = '02114';
a.BillingCountryCode = 'US';
// CRITICAL: Also set PersonMailing fields for mobile app display
a.PersonMailingStreet = a.BillingStreet;
a.PersonMailingCity = a.BillingCity;
a.PersonMailingStateCode = a.BillingStateCode;

From SalesforceLabs/lsc-for-claude, Apache-2.0.

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