PartyCategory

The criteria for categorizing contacts and accounts based on specific classification information for a specified time period. 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 related to the classification record. This field is a relationship field. Relationship Name Account Refers To Account
Classification	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The classification associated with the contact or account. Possible values are: `High Net Worth Prospect` `Influencer Prospect` `LYBUNT` `Lapsed Donor` `Legacy Prospect` `Lifetime Stewardship` `SYBUNT` `Top 100` `Top 25` `Undergrad or Grad Prospect`
ContactId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The contact ID related to the classification record. This field is a relationship field. Relationship Name Contact Refers To Contact
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end date of the classification.
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 classification 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
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date of the classification.
Status	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the status of the classification record. Possible values are: `Active` `Archived` `Error` `Inactive` `Pending` `Superseded`

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

PartyCategoryHistory: History is available for tracked fields of the object.
PartyCategoryOwnerSharingRule: Sharing rules are available for the object.
PartyCategoryShare: Sharing is available for the object.

Nonprofit Cloud Developer Guide

PartyCategory

Supported Calls

Special Access Rules

Fields

Associated Objects