PartyPhilanthropicMilestone

Represents philanthropic activities and financial status for a period of time. 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 milestone. This field is a relationship field. Relationship Name Account Refers To Account
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.
BusinessOwnershipValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description FIXME: Add the description here. [Writers: - The following description was added by the developer when they created this field. - It may nor may not be correct, complete, or up to date. - It is visible to customers in Setup > Object Manager in the UI. If you need to change what is visible there, ask the developer to change it.] The value of private businesses owned by the party.
ContactId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The contact associated with the milestone. 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 milestone.
ExtendedSummary	Type textarea Properties Create, Nillable, Update Description A detailed summary of the milestone.
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 person's graduation cohort. 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 person's graduation status. 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 milestone.
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 of the milestone. 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
PtyPhilanthropicAsmtCnt	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The number of party philanthropic assessments within the milestone period.
PtyPhilanthropicIndCnt	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The number of party philanthropic indicators within the milestone period.
PtyPhilanthropicOccrCnt	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The number of party philanthropic occurrences within the milestone period.
RealEstateValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of real estate owned by the party.
ResponsiblePersonId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The relationship officer assigned to the assessed party at the time the assessment milestone is generated. 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 milestone.
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 milestone.
WeaknessesAndDrawbacks	Type textarea Properties Create, Nillable, Update Description The weaknesses and drawbacks identified in the milestone.
WealthAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The party's total wealth for the milestone.

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.

PartyPhilanthropicMilestoneChangeEvent: Change events are available for the object.
PartyPhilanthropicMilestoneHistory: History is available for tracked fields of the object.
PartyPhilanthropicMilestoneOwnerSharingRule: Sharing rules are available for the object.
PartyPhilanthropicMilestoneShare: Sharing is available for the object.

Nonprofit Cloud Developer Guide

PartyPhilanthropicMilestone

Supported Calls

Fields

Associated Objects