PartyPhilanthropicOccurrence

AccountId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The account associated with the occurrence.

  This field is a relationship field.

• Relationship Name: Account
• Refers To: Account

AttributedUserId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The user the research is attributed to.

  This field is a relationship field.

• Relationship Name: AttributedUser
• Refers To: User

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 occurrence.

  This field is a relationship field.

• Relationship Name: Contact
• Refers To: Contact

DateCollected

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date the information about the occurrence was collected.

EstimatedValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The estimated monetary value of the occurrence.

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 party philanthropic occurrence.

OccurrenceType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The type of occurrence, such as donation history, net worth, volunteer hours, or inheritance.
• Possible values:
  • Donation History
  • Inheritance
  • Net Worth
  • Volunteer Hours

OtherSource

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: An occurrence source that isn't a Salesforce 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
• Refers To: Group, User

ParticipantId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The participant contact involved in collecting the research.

  This field is a relationship field.

• Relationship Name: Participant
• Refers To: Contact

PartyPhilanthropicAssessmentId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The party philanthropic assessment associated with the occurrence.

  This field is a relationship field.

• Relationship Name: PartyPhilanthropicAssessment
• Refers To: PartyPhilanthropicAssessment

PartyPhilanthropicRsrchPrflId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The research profile associated with the occurrence.

  This field is a relationship field.

• Relationship Name: PartyPhilanthropicRsrchPrfl
• Relationship Type: Lookup
• Refers To: PartyPhilanthropicRsrchPrfl

RelatedOrganizationId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The account of the organization that provided the occurrence.

  This field is a relationship field.

• Relationship Name: RelatedOrganization
• Refers To: Account

ResearchEndDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The end date of the research, used to measure the duration of the research period and assess the efficiency of the research.

ResearchHours

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total hours spent researching the occurrence, 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 when 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.

ResearchType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The classification of research for the occurrence.
• Possible values:
  • Communication
  • Engagement
  • Media Mention
  • Philanthropy
  • Volunteerism
  • Wealth

SourceId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The business milestone, life event, or interaction summary associated wiith the occurrence.

  This field is a polymorphic relationship field.

• Relationship Name: Source
• Refers To: BusinessMilestone, InteractionSummary, PersonLifeEvent

SourceType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The type of source, such as external interaction, internal data, third-party data, or public records.
• Possible values:
  • External Interaction
  • Internal Data
  • Public Records
  • Third-Party Data

Summary

• Type: textarea
• Properties: Create, Nillable, Update
• Description: A description of the occurrence.

VerificationType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies whether the occurrence is known or inferred.
• Possible values:
  • Inferred
  • Known

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.

PartyPhilanthropicOccurrenceChangeEvent

Change events are available for the object.

PartyPhilanthropicOccurrenceHistory

History is available for tracked fields of the object.

PartyPhilanthropicOccurrenceOwnerSharingRule

Sharing rules are available for the object.

PartyPhilanthropicOccurrenceShare

Sharing is available for the object.