PartyPhilanthropicRsrchPrfl

Captures information associated with a contact or an organization in a many-to-one relationship. Serves as a pivot point for research on the person or organization. This object is available in API version 64.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This object is available only if the Fundraising Access license is enabled and the Fundraising User system permission is assigned to users.

Fields

Field	Details
AccountId	Type reference Properties Create, Filter, Group, Sort, Update Description The account ID associated with the research profile. This field is a relationship field. Relationship Name Account Refers To Account
CaseId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The case associated with the research profile. This field is a relationship field. Relationship Name Case Refers To Case
ContactId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The contact ID associated with the research profile. This field is a relationship field. Relationship Name Contact Refers To Contact
DetailedSummary	Type textarea Properties Create, Nillable, Update Description A comprehensive summary of the research findings for the profile.
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end date of the research stage, used to measure the duration of the research period and assess the efficiency of the research.
HoursSpentOnResearch	Type double Properties Create, Filter, Nillable, Sort, Update Description The total hours spent on the stage, used for resource allocation and performance tracking.
IsResearchCompleted	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the research profile is complete (true) or not (false). The default value is `false`.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The ID of the research profile record.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
PctOfResearchCompleted	Type percent Properties Create, Filter, Nillable, Sort, Update Description The percentage of completion for the research profile stage.
ResearchProfilePhase	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The research stage of the research profile. Possible values are: `Cultivation Strategy Development` `Disqualification` `Identification` `Initial Screening` `Ongoing Monitoring` `Planning` `Prioritization` `Qualification` `Rating and Segmentation` `Research Deep Dive` `Robust Research Completed`
ResearchProfileType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The type of research profile. Possible values are: `Capital Campaign` `Planned Giving`
ResearcherAssignedId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The team member responsible for completing the research stage, ensuring accountability and tracking workload across researchers. This field is a relationship field. Relationship Name ResearcherAssigned Refers To User
ShortSummary	Type textarea Properties Create, Filter, Nillable, Sort, Update Description A brief summary of the research findings for the profile.
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date of the research stage, used to track the duration of the stage and create a timeline for the research process.

Nonprofit Cloud Developer Guide

PartyPhilanthropicRsrchPrfl

Supported Calls

Special Access Rules

Fields