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ProviderOne — Agentforce Actions for NPI Lookup, Review & Save

Real-time healthcare NPI lookup, validation, and save for Salesforce

Overview

Agentforce actions that let your team's agent look up live NPI data from the NPPES registry and save it straight into custom objects — so you can complete healthcare credentialing activities or stay ahead of provider directory deficiencies.

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See How ProviderOne — Agentforce Actions for NPI Lookup, Review & Save Works

  • Real-time NPI lookup against the public NPPES registry, callable directly from your Agentforce agent's conversation.

  • Look up a provider by NPI number or retrieve the NPI already stored on an Account or Contact via a connected flow.

  • Returns provider credentials, addresses, practice locations, and taxonomies/specialties in a single action call.

  • Save the full NPI record to our Salesforce custom objects included with the package, optionally linked to an existing Account or Contact. Want to store with your own objects? We can customize this for you!

  • Save Records re-fetches current data from NPPES at save time, so what's written to Salesforce reflects what's on file right now — not a stale snapshot.

  • NPI lookup is free, with no monthly cap on the number of lookups.

  • Save actions are billed through tiered plans — each tier includes a bundle of saves for one flat fee, with higher tiers available as your volume grows.

  • Useful for provider directory compliance, credentialing workflows, and sales or account-record enrichment alike — not locked to a single use case.

  • Type 1 NPIs link to Contacts and Type 2 NPIs link to Accounts, matching how NPPES distinguishes individual providers from organizations.

ProviderOne installs two Agentforce actions — NPI Query and Save Records — that bring real-time healthcare provider data from the NPPES public registry into Salesforce. NPI Query looks up a provider by NPI number, or, on an Account or Contact record, lets a connected flow pull the NPI already on file. Results include credentials, addresses, practice locations, and taxonomies. Save Records writes the full provider record to the custom objects included with ProviderOne, optionally linked to the matching Account or Contact. Whether you're validating provider directory accuracy ahead of a compliance audit, supporting credentialing workflows, or enriching sales and account records with verified provider data, ProviderOne gives your Agentforce-powered team a governed way to pull from NPPES and write back to Salesforce. NPI Query is free with no monthly cap; Save Records is a paid, per-record action.

Categories

Business Needs
Agent Productivity
Data Management
Audit & Compliance
Industries
Government
Healthcare & Life Sciences
Public Sector
Personas
Business Operations Manager
Business User
Data Analyst
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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