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.

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 assessment. This field is a relationship field. Relationship Name Account Refers To Account
AssessmentOrganizationId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The organization performing the assessment. This field is a relationship field. Relationship Name AssessmentOrganization Refers To Account
AssessmentType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The type of assessment, such as executive summary, donor brief, or third-party assessment. Possible values are: `Donor Brief` `Executive Summary` `Third Party Assessment`
AssetLiquidationValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of the party's assets that can be liquidated within a specified time period.
AttributedUserId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The person the research is attributed to. This field is a relationship field. Relationship Name AttributedUser Refers To User
BusinessOwnershipValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of private businesses owned by the party.
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 assessment. This field is a relationship field. Relationship Name Contact Refers To Contact
Date	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date of the assessment.
ExtendedSummary	Type textarea Properties Create, Nillable, Update Description A detailed summary of the assessment.
GivingLevel	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The party's giving level. Possible values are: `$1,000,000-$4,999,999` `$1,000-$2,499` `$10,000,000-$24,999,999` `$10,000-$24,999` `$100,000-$249,999` `$100-$499` `$2,500-$4,999` `$25,000,000+` `$25,000-$49,999` `$250,000-$999,999` `$5,000,000-$9,999,999` `$5,000-$9,999` `$50,000-$99,999` `$500-$999` `Under $100`
GraduationCohort	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The party's graduation cohort, if the party is a person. Possible values are: `0-5 Years Since Graduation` `11-20 Years Since Graduation` `21-30 Years Since Graduation` `31-40 Years Since Graduation` `41-50 Years Since Graduation` `50+ Years Since Graduation` `6-10 Years Since Graduation`
GraduationStatus	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The party's graduation status, if the party is a person. Possible values are: `Associate Degree` `Certificate or Award` `Multiple Degrees` `Non-Graduate` `Other` `Postgraduate Degree` `Secondary Diploma` `Undergraduate Degree`
Income	Type currency Properties Create, Filter, Nillable, Sort, Update Description The party's annual income.
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 assessment.
OtherAssetsValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of the party's assets not covered by other measures of net worth.
OtherNonprofitGiftAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The monetary value of the party's donations to other nonprofits.
OtherNonprofitGiftCount	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The number of the party's donations to other nonprofits.
OverallRating	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The overall rating determined by the assessment. Possible values are: `High` `Low` `Medium`
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
PartyPhilanthropicRsrchPrflId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The research profile associated with the research. This field is a relationship field. Relationship Name PartyPhilanthropicRsrchPrfl Relationship Type Lookup Refers To PartyPhilanthropicRsrchPrfl
RealEstateValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of real estate owned by the party.
ResearchEndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end date of the research, used to measure the research period and assess the efficiency of the research.
ResearchHours	Type double Properties Create, Filter, Nillable, Sort, Update Description The total hours spent on research for the assessment, 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 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.
ResponsiblePersonId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The relationship officer assigned to the party. This field is a relationship field. Relationship Name ResponsiblePerson Refers To User
RetirementSavingsAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The party's retirement savings.
ShortSummary	Type textarea Properties Create, Filter, Nillable, Sort, Update Description A short summary of the assessment.
StockValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of public stock owned by the party.
StrengthsAndOpportunities	Type textarea Properties Create, Nillable, Update Description The strengths and opportunities identified in the assessment.
WeaknessesAndDrawbacks	Type textarea Properties Create, Nillable, Update Description The weaknesses and drawbacks identified in the assessment.
WealthAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The party's total wealth.

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.

PartyPhilanthropicAssessmentHistory: History is available for tracked fields of the object.
PartyPhilanthropicAssessmentOwnerSharingRule: Sharing rules are available for the object.
PartyPhilanthropicAssessmentShare: Sharing is available for the object.

Nonprofit Cloud Developer Guide

PartyPhilanthropicAssessment

Supported Calls

Fields

Associated Objects