Nonprofit Cloud Developer Guide

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Introduction to Nonprofit Cloud
Nonprofit Cloud Data Model
Fundraising
Program Management
Case Management
Case Management Standard Objects
CarePlan
CarePlanTemplate
CarePlanTemplateBenefit
CarePlanTemplateGoal
CaseParticipant
ComplaintCase
ComplaintParticipant
GoalAssignment
GoalDefinition
Interaction
InteractionAttendee
InteractionRelatedAccount
InteractionSummary
InteractionSumDiscussedAccount
PublicComplaint
Referral
Case Management Business API
Outcome Management Standard Objects
Grantmaking
Volunteer Management Standard Objects
Group Memberships and Households in Nonprofit Cloud
Record Rollup Definitions
NonProfit Cloud Associated Objects
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Interaction

Represents an interaction (phone call, in-person meeting, or video conference) between two or more people (attendees), typically including at least one representative and one customer or partner.

Supported Calls

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

Fields

Field Details
AccountId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the account related to the customer or partner who attended the interaction.
Relationship Name
Account
Relationship Type
Lookup
Refers To
Account
Description
Type
textarea
Properties
Create, Nillable, Update
Description
The description of the interaction.
EndTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The date and time that the interaction ended.
InteractionType
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The type of interaction.
Possible values are:
  • Conference
  • Email
  • In Person
  • Phone Call
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastSyncedDateTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The date and time when a sync was performed to create or update an interaction from an email client or other solutions in Salesforce.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
LocationId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The location of the interaction.
Relationship Name
Location
Relationship Type
Lookup
Refers To
Location
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Required. The name of the interaction.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The ID of the record owner.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
ReferenceIdentifier
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The unique reference ID of the interaction.
RelatedRecordId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The opportunity or financial deal associated with the interaction.
This is a polymorphic relationship field.
Relationship Name
RelatedRecord
Relationship Type
Lookup
Refers To
FinancialDeal, Opportunity
StartTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The date and time that the interaction started.

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.

InteractionFeed
Feed tracking is available for the object.
InteractionHistory
History is available for tracked fields of the object.
InteractionOwnerSharingRule
Sharing rules are available for the object.
InteractionShare
Sharing is available for the object.