Flag every Practice that anchors at least one ENT Elite prescriber, so
sales' 90-day call cadence naturally encounters the unflagged NPs and
MDs working alongside the Elite anchor.
Build-readyZero new codeUnder 1 hr buildDLRS · declarative
2,073
Elite Prescribers in production
100% RT = Prescriber
1,245
Practices flagged on day 1
100% RT = Practice
~14 / day
Calls on a 90-day cadence
Tyler's stated cadence target
§1The ask
From Tyler Adcock (Sales), 2026-05-08:
Many of our highest volume prescribers may not be captured by our
current proactive ENT elite flags but they work at locations with ENT
Elites. Provide sales with a comprehensive list of practices they can
call in preset cadence to drive sales touches and ultimately
conversions.
§2How the rollup works
When a Prescriber Contact has
Prescriber_Tier__c = '⭐ ENT Elite ⭐', the DLRS managed
package counts them up to their parent Practice Account. Sales filters
list views on the resulting checkbox.
Count of child Prescriber-RT Contacts with the Elite tier set.
Read-only for everyone except System Administrator.
Has_ENT_Elite_Prescriber__c
Formula(Checkbox)
TRUE when count > 0. The field sales filters list views on.
Auto-derived; nothing to maintain.
§3Top "network parent" practices in the data
Sales asked for "every practice with Elites." We have 1,245 such
Practices today. Beyond those, 155 additional parent Accounts
(network shells like ENT AND ALLERGY ASSOCIATES) anchor Elite-bearing
children but have no direct Elite prescribers themselves. Top 10 by
Elite-anchor child count:
ENT AND ALLERGY ASSOCIATES
35
KAISER PERMANENTE — WEST
31
ENTSF
10
BAYLOR SCOTT & WHITE CLINIC
9
MASSACHUSETTS EYE & EAR
8
UT HEALTH
7
TEXAS ENT SPECIALISTS
6
UPMC
6
SFENTA
5
SUTTER HEALTH
5
These 155 parent shells are not in v1 scope — see §4.1. The
bar chart is here so the trade-off is visible: if sales reports
missed value at the network level, v2 brings them in.
§4Scope decisions
Two design questions surfaced during the production audit. Both
resolved to the simpler option for v1; either can be reversed later as
a follow-up.
4.1 — Practice hierarchy: do parent network Accounts also get the
flag?
155 parent Practices (above) anchor Elite-bearing children but
have no direct Elite prescribers. Should they show up on sales'
call list too?
✓ Chosen
Option A — Leaf practices only
Flag only Accounts with a direct Elite prescriber. Parent
network shells (ENT AND ALLERGY ASSOCIATES, KAISER PERMANENTE
WEST PARENT, etc.) do not show on the list.
Deferred
Option B — Bubble up to parents
Also flag the 155 parent network Accounts. Bigger list, more
comprehensive — but most parents are legal/structural shells
without a phone to call.
4.2 — Multi-practice prescribers: do secondary affiliations get
flagged?
492 cases where one Elite prescriber covers multiple practices via
AccountContactRelation (e.g., split-week clinic coverage). Should
every practice they touch get the flag?
✓ Chosen
Option A — Primary practice only
Use the Contact's primary Account assignment. Avoids noise
from older secondary links where a prescriber stopped covering
a location but the record wasn't cleaned up.
Deferred
Option B — Every affiliated practice
Catch the secondary clinics where Elites also work. Up to ~492
additional practice-prescriber pairs surface; some real, some
stale.
§5Cadence math for sales
Tyler's expectation: contact every ENT Elite practice every 90 days.
With Option A, the day-1 list is sized for that target.
1,245
Practices flagged
÷
90
Days in cadence
=
~14
Calls per day
§6Build steps — under one hour,
point-and-click
All work happens in Salesforce Setup. No source files to author by
hand if done via UI.
Create the Number field
Object Manager → Account → New Number field.
ENT_Elite_Prescriber_Count__c, length 5, default 0.
Read-only FLS for everyone except sysadmin.