Nonprofit Cloud Developer Guide

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Introduction to Nonprofit Cloud
Nonprofit Cloud Data Model
Fundraising
Fundraising Standard Objects
DocGenerationQueryResult
DonorGiftConcept
DonorGiftSummary
GiftAgreement
GiftBatch
GiftCommitment
GiftCmtChangeAttrLog
GiftCommitmentSchedule
GiftDefaultDesignation
GiftDefaultSoftCredit
GiftDesignation
GiftEntry
GiftRefund
GiftSoftCredit
GiftTransaction
GiftTransactionDesignation
GiftTribute
GiftValueForecast
OutreachSourceCode
OutreachSummary
PartyCategory
PartyPhilanthropicAssessment
PartyPhilanthropicIndicator
PartyPhilanthropicMilestone
PartyPhilanthropicOccurrence
PartyPhilanthropicRsrchPrfl
PaymentInstrument
PlannedGift
PlannedGiftAnnuityRate
PlannedGiftPerformance
Fundraising Fields on Other Objects
Fundraising Business APIs
Fundraising Invocable Actions
Fundraising Metadata API Types
Fundraising Tooling API Objects
Program Management
Case Management
Outcome Management Standard Objects
Grantmaking
Volunteer Management Standard Objects
Group Memberships and Households in Nonprofit Cloud
Record Rollup Definitions
NonProfit Cloud Associated Objects
PDF

PartyPhilanthropicIndicator

Represents an unconfirmed or soft indication that highlights a person's wealth or growth potential. 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 indicator.
This field is a relationship field.
Relationship Name
Account
Refers To
Account
AttributedUserId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The person 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 indicator.
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 indicator was collected.
EstimatedValue
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The estimated monetary value of the indicator.
Indicator
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The indicator, such as donation history, net worth, volunteer hours, or inheritance.
Possible values are:
  • Donation History
  • Inheritance
  • Net Worth
  • Volunteer Hours
IndicatorType
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The type of indicator, such as engagement, wealth, philanthropy, communication, volunteerism, or media mention.
Possible values are:
  • Communication
  • Engagement
  • Media Mention
  • Philanthropy
  • Volunteerism
  • Wealth
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 indicator.
OtherSource
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
An indicator source that isn't a Salesforce object.
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 person involved in collecting the research.
This field is a relationship field.
Relationship Name
Participant
Refers To
Contact
PartyPhilanthropicOccurrenceId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The prospect research event associated with the indicator.
This field is a relationship field.
Relationship Name
PartyPhilanthropicOccurrence
Refers To
PartyPhilanthropicOccurrence
PartyPhilanthropicRsrchPrflId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The research profile associated with the indicator.
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 organization involved in collecting the research.
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 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 indicator, 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.
SourceId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The business milestone, life event, or interaction summary associated with the indicator.
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 are:
  • External Interaction
  • Internal Data
  • Public Records
  • Third-Party Data
Status
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The status of the prospect research indicator, if it hasn't been verified as a party philanthropic occurrence.
Possible values are:
  • Promoted
Summary
Type
textarea
Properties
Create, Nillable, Update
Description
A summary of the indicator.