| AccountId |
- Type
- reference
- Properties
- Create, Filter, Group, Sort, Update
- Description
- The account associated with the occurrence.
- This field is a relationship field.
- Relationship Name
- Account
- Refers To
- Account
|
| AttributedUserId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The user the research is attributed to.
- This field is a relationship field.
- Relationship Name
- AttributedUser
- Refers To
- User
|
| ContactId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The contact associated with the occurrence.
- This field is a relationship field.
- Relationship Name
- Contact
- Refers To
- Contact
|
| DateCollected |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The date the information about the occurrence was collected.
|
| EstimatedValue |
- Type
- currency
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- The estimated monetary value of the occurrence.
|
| LastReferencedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The timestamp when the current user last accessed this record, a
record related to this record, or a list view.
|
| LastViewedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The timestamp when the current user last viewed this record or
list view. If this value is null, the user might have only accessed
this record or list view (LastReferencedDate)
but not viewed it.
|
| Name |
- Type
- string
- Properties
- Autonumber, Defaulted on create, Filter, idLookup, Sort
- Description
- An auto-generated string or number assigned to the party
philanthropic occurrence.
|
| OccurrenceType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- The type of occurrence, such as donation history, net worth,
volunteer hours, or inheritance.
- Possible values are:
- Donation History
- Inheritance
- Net Worth
- Volunteer Hours
|
| OtherSource |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- An occurrence source that isn't a Salesforce record.
|
| OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- The user who owns this record.
- This field is a polymorphic relationship field.
- Relationship Name
- Owner
- Refers To
- Group, User
|
| ParticipantId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The participant contact involved in collecting the research.
- This field is a relationship field.
- Relationship Name
- Participant
- Refers To
- Contact
|
| PartyPhilanthropicAssessmentId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The party philanthropic assessment associated with the
occurrence.
- This field is a relationship field.
- Relationship Name
- PartyPhilanthropicAssessment
- Refers To
- PartyPhilanthropicAssessment
|
| RelatedOrganizationId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The account of the organization that provided the occurrence.
- This field is a relationship field.
- Relationship Name
- RelatedOrganization
- Refers To
- Account
|
| ResearchType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The classification of research for the occurrence.
- Possible values are:
- Communication
- Engagement
- Media Mention
- Philanthropy
- Volunteerism
- Wealth
|
| SourceId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The business milestone, life event, or interaction summary
associated wiith the occurrence.
- This field is a polymorphic relationship field.
- Relationship Name
- Source
- Refers To
- BusinessMilestone, InteractionSummary, PersonLifeEvent
|
| SourceType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The type of source, such as external interaction, internal data,
third-party data, or public records.
- Possible values are:
- External Interaction
- Internal Data
- Public Records
- Third-Party Data
|
| Summary |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- A description of the occurrence.
|
| VerificationType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Specifies whether the occurrence is known or inferred.
- Possible values are:
|