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ProviderOne — Agentforce Actions for NPI Lookup, Review & Save
Real-time healthcare NPI lookup, validation, and save for Salesforce
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- GovernmentHealthcare & Life SciencesPublic Sector
- Business Need
- Agent ProductivityData ManagementAudit & Compliance
- Requires
- Agentforce
- AppExchange Partner Products
- Compatible With
- Sales CloudPlatform CloudGovernment Cloud
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Agentforce
- AppExchange Partner ProductsTo use this solution, you need this AppExchange partner product.
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudPlatform CloudGovernment Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- ProviderOne Healthcare License Management/Agentforce v1 2.31.0
- Listed On
- 10/05/2022
- Latest Release
- 07/23/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 5Custom Tabs: 3Custom Apps: 4
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
HealthDetail
Duluth GA
For support, visit HealthDetail.com, call us, or email our team. Need ongoing assistance? Ask about our Managed Service Provider offerings for expert customization and maintenance post-installation.