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PartyPhilanthropicOccurrence

xxx This object is available in API version XX.0 and later.

Supported Calls

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

Fields

Field	Details
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
CaseId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The case that delivers the research. This field is a relationship field. Relationship Name Case Relationship Type Lookup Refers To Case
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
PartyPhilanthropicRsrchPrflId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The research profile associated with the occurrence. This field is a relationship field. Relationship Name PartyPhilanthropicRsrchPrfl Relationship Type Lookup Refers To PartyPhilanthropicRsrchPrfl
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
ResearchEndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end date of the research, used to measure the duration of the research period and assess the efficiency of the research.
ResearchHours	Type double Properties Create, Filter, Nillable, Sort, Update Description The total hours spent researching the occurrence, used to track resource allocation and time spent on researching each prospect.
ResearchSharedDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the completed research is shared with the relationship officer, used to ensure transparency and track the flow of information in prospect engagement.
ResearchStartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date of the research, used to create a timeline for the research process and track the duration of the research phase.
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: `Inferred` `Known`

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.

PartyPhilanthropicOccurrenceHistory: History is available for tracked fields of the object.
PartyPhilanthropicOccurrenceOwnerSharingRule: Sharing rules are available for the object.
PartyPhilanthropicOccurrenceShare: Sharing is available for the object.