PartyPhilanthropicAssessment

Represents a formalized assessment of wealth when a rating takes place, such as a third-party wealth assessment, a property valuation, a financial asset assessment, or an internal assessment. This object is available in API version 63.0 and later.

This guide only lists certain information for each object. For more information, including descriptions of the fields, see PartyPhilanthropicAssessment in the Fundraising Guide.

Fields

Field Name	Field Label	Type	Digits	Length	Precision	Scale
`AccountId`	Account ID	reference		18
`AssessmentOrganizationId`	Account ID	reference		18
`AssessmentType`	Assessment Type	picklist		40
`AssetLiquidationValue`	Asset Liquidation Value	currency			18	2
`AttributedUserId`	User ID	reference		18
`BusinessOwnershipValue`	Business Ownership Value	currency			18	2
`ContactId`	Contact ID	reference		18
`CreatedById`	Created By ID	reference		18
`CreatedDate`	Created Date	datetime
`CurrencyIsoCode`	Currency ISO Code	picklist		3
`Date`	Date	date
`ExtendedSummary`	Extended Summary	textarea		32000
`GivingLevel`	Giving Level	picklist		40
`Id`	Party Philanthropic Assessment ID	id		18
`Income`	Income	currency			18	2
`IsDeleted`	Deleted	boolean
`LastModifiedById`	Last Modified By ID	reference		18
`LastModifiedDate`	Last Modified Date	datetime
`LastReferencedDate`	Last Referenced Date	datetime
`LastViewedDate`	Last Viewed Date	datetime
`Name`	Name	string		255
`OtherAssetsValue`	Other Assets Value	currency			18	2
`OtherNonprofitGiftAmount`	Other Nonprofit Gift Amount	currency			18	2
`OtherNonprofitGiftCount`	Other Nonprofit Gift Count	int	9
`OverallRating`	Overall Rating	picklist		40
`OwnerId`	Owner ID	reference		18
`RealEstateValue`	Real Estate Value	currency			18	2
`ResponsiblePersonId`	User ID	reference		18
`RetirementSavingsAmount`	Retirement Savings Amount	currency			18	2
`ShortSummary`	Short Summary	textarea		1000
`StockValue`	Stock Value	currency			18	2
`StrengthsAndOpportunities`	Strengths and Opportunities	textarea		32000
`SystemModstamp`	System Modstamp	datetime
`WeaknessesAndDrawbacks`	Weaknesses and Drawbacks	textarea		32000
`WealthAmount`	Wealth Amount	currency			18	2

Salesforce Field Reference Guide

PartyPhilanthropicAssessment

Fields