PartyCategory

The criteria for categorizing contacts and accounts based on specific classification information for a specified time period. This object is available in API version 64.0 and later.

Supported Calls

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

Special Access Rules

This object is available only if the Fundraising Access license is enabled and the Fundraising User system permission is assigned to users.

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The account ID related to the classification record.

    This field is a relationship field.

  • Relationship Name: Account
  • Refers To: Account

Classification

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The classification associated with the contact or account.
  • Possible values:
    • High Net Worth Prospect
    • Influencer Prospect
    • LYBUNT
    • Lapsed Donor
    • Legacy Prospect
    • Lifetime Stewardship
    • SYBUNT
    • Top 100
    • Top 25
    • Undergrad or Grad Prospect

ContactId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The contact ID related to the classification record.

    This field is a relationship field.

  • Relationship Name: Contact
  • Refers To: Contact

EndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The end date of the classification.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description:

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description:

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The ID of the classification record.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description:

    This field is a polymorphic relationship field.

  • Relationship Name: Owner
  • Refers To: Group, User

StartDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The start date of the classification.

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the status of the classification record.
  • Possible values:
    • Active
    • Archived
    • Error
    • Inactive
    • Pending
    • Superseded

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.

PartyCategoryHistory
History is available for tracked fields of the object.
PartyCategoryOwnerSharingRule
Sharing rules are available for the object.
PartyCategoryShare
Sharing is available for the object.