ConstituentRole

Contains information about roles associated with the individual. This object is available in API version 57.0 and later.

Supported Calls

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

Fields

ContextRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The record of the context that's associated with the constituent.

    This field is a relationship field.

  • Relationship Name: ContextRecord
  • Relationship Type: Lookup
  • Refers To: Learning

Description

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The short description of the constituent's role in the system.

EffectiveEndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date from when the constituent role becomes inactive.

EffectiveStartDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date from when the constituent role becomes active.

InstitutionId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The institution's account related to the constituent role.

    This field is a relationship field.

  • Relationship Name: Institution
  • Refers To: Account

IsLocked

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the record is locked (true) or not (false).
  • Default value: false

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.

MayEdit

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Indicates whether the record can be edited (true) or not (false).
  • Default value: false

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name for this 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
  • Relationship Type: Lookup
  • Refers To: Group, User

PersonId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The individual associated with the constituent role.

    This field is a polymorphic relationship field.

  • Relationship Name: Person
  • Relationship Type: Lookup
  • Refers To: Account, Contact, Individual

RoleType

  • Type: picklist
  • Properties: Create, Filter, Restricted picklist, Group, Sort, Update
  • Description: Specifies the type of constituent role.
  • Possible values:
    • Alumni
    • Applicant
    • Donor
    • Faculty
    • Grateful Person Involvement
    • Mentee
    • Mentor
    • Parent
    • Participant
    • Philanthropic Prospect
    • Prospect
    • Staff
    • Student
    • Suspect
    • Volunteer

Status

  • Type: picklist
  • Properties: Create, Filter, Restricted picklist, Group, Sort, Update
  • Description: The status of the constituent role.
  • Possible values:
    • Active
    • Admitted
    • Current
    • Enrolled
    • Former