PartyPhilanthropicMilestone

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:
  • $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:
  • 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:
  • 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:
  • 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.

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.