Party Philanthropic Assessment DMO

Object API Name: ssot__PartyPhilanthropicAssessment__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

• CaseId has a FOREIGNKEY relationship with the Case DMO Id field.
• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.
• AttributedUserId has a FOREIGNKEY relationship with the User DMO Id field.
• AssessmentOrganizationId has a FOREIGNKEY relationship with the Account DMO Id field.
• ResponsiblePersonId has a FOREIGNKEY relationship with the User DMO Id field.
• ContactId has a FOREIGNKEY relationship with the Individual DMO Id field.

• AccountId
• AssessmentOrganizationId
• AssessmentType
• AssetLiquidationValueAmount
• AttributedUserId
• BusinessOwnershipValueAmount
• CaseId
• cdp_sys_record_currency
• ContactId
• DataSourceId
• DataSourceObjectId
• Date
• ExtendedSummaryText
• GivingLevel
• GraduationCohort
• GraduationStatus
• Id
• IncomeAmount
• InternalOrganizationId
• KQ_AccountId
• KQ_AssessmentOrganizationId
• KQ_AttributedUserId
• KQ_CaseId
• KQ_ContactId
• KQ_Id
• KQ_ResponsiblePersonId
• Name
• OtherAssetsValueAmount
• OtherNonprofitGiftAmount
• OtherNonprofitGiftCount
• OverallRating
• PartyPhilanthropicRsrchPrflId
• RealEstateValueAmount
• ResearchEndDate
• ResearchHours
• ResearchSharedDate
• ResearchStartDate
• ResponsiblePersonId
• RetirementSavingsAmount
• ShortSummaryText
• StockValueAmount
• StrengthsAndOpportunitiesDescription
• WeaknessesAndDrawbacksDescription
• WealthAmount

• Field API Name: ssot__AccountId__c
• Data Type: TEXT
• Description: The account associated with the assessment.

• Field API Name: ssot__AssessmentOrganizationId__c
• Data Type: TEXT
• Description: The account of the organization performing the assessment.

• Field API Name: ssot__AssessmentType__c
• Data Type: TEXT
• Description: The type of assessment, such as executive summary, donor brief, and third-party assessment.

• Field API Name: ssot__AssetLiquidationValueAmount__c
• Data Type: DOUBLE
• Description: The value of assets that can be liquidated within 90 days.

• Field API Name: ssot__AttributedUserId__c
• Data Type: TEXT
• Description: The user the research is attributed to.

• Field API Name: ssot__BusinessOwnershipValueAmount__c
• Data Type: DOUBLE
• Description: The value of private businesses owned by the assessed entity.

• Field API Name: ssot__CaseId__c
• Data Type: TEXT
• Description: The case that delivers the research.

• Field API Name: ssot__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: ssot__ContactId__c
• Data Type: TEXT
• Description: The contact associated with the assessment.

• Field API Name: ssot__DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: ssot__DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: ssot__Date__c
• Data Type: DATEONLY
• Description: The date of the assessment.

• Field API Name: ssot__ExtendedSummaryText__c
• Data Type: TEXT
• Description: A detailed summary of the assessment.

• Field API Name: ssot__GivingLevel__c
• Data Type: TEXT
• Description: The assessed entity’s giving level.

• Field API Name: ssot__GraduationCohort__c
• Data Type: TEXT
• Description: The assessed person’s graduation cohort.

• Field API Name: ssot__GraduationStatus__c
• Data Type: TEXT
• Description: The assessed person’s graduation status.

• Field API Name: ssot__Id__c
• Data Type: TEXT
• Description: Required. A unique, system-generated identifier for this PartyPhilanthropicAssessment record. Maximum size is 15 characters.

• Field API Name: ssot__IncomeAmount__c
• Data Type: DOUBLE
• Description: The assessed entity’s annual income amount.

• Field API Name: ssot__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: KQ_AccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for AccountId

• Field API Name: KQ_AssessmentOrganizationId__c
• Data Type: TEXT
• Description: Key Qualifier system field for AssessmentOrganizationId

• Field API Name: KQ_AttributedUserId__c
• Data Type: TEXT
• Description: Key Qualifier system field for AttributedUserId

• Field API Name: KQ_CaseId__c
• Data Type: TEXT
• Description: Key Qualifier system field for CaseId

• Field API Name: KQ_ContactId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ContactId

• Field API Name: KQ_Id__c
• Data Type: TEXT
• Description: Key Qualifier system field for Id

• Field API Name: KQ_ResponsiblePersonId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ResponsiblePersonId

• Field API Name: ssot__Name__c
• Data Type: TEXT
• Description: An auto-generated string or number assigned to the party philanthropic assessment.

• Field API Name: ssot__OtherAssetsValueAmount__c
• Data Type: DOUBLE
• Description: The value of the entity’s assets not covered by other measures of net worth.

• Field API Name: ssot__OtherNonprofitGiftAmount__c
• Data Type: DOUBLE
• Description: The monetary value of donations the assessed entity has given to other nonprofits.

• Field API Name: ssot__OtherNonprofitGiftCount__c
• Data Type: DOUBLE
• Description: The number of donations the assessed entity has given to other nonprofits.

• Field API Name: ssot__OverallRating__c
• Data Type: TEXT
• Description: The overall rating determined by the assessment.

• Field API Name: ssot__PartyPhilanthropicRsrchPrflId__c
• Data Type: TEXT
• Description: The research profile associated with the research.

• Field API Name: ssot__RealEstateValueAmount__c
• Data Type: DOUBLE
• Description: The value of the assessed entity’s real estate.

• Field API Name: ssot__ResearchEndDate__c
• Data Type: DATEONLY
• Description: The end date of the research, used to measure the duration of the research period and assess the efficiency of the research.

• Field API Name: ssot__ResearchHours__c
• Data Type: DOUBLE
• Description: The total hours spent on research for the assessment, used to track resource allocation and time spent on researching each prospect.

• Field API Name: ssot__ResearchSharedDate__c
• Data Type: DATEONLY
• 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.

• Field API Name: ssot__ResearchStartDate__c
• Data Type: DATEONLY
• Description: The start date of the research, used to create a timeline for the research process and track the duration of the research phase.

• Field API Name: ssot__ResponsiblePersonId__c
• Data Type: TEXT
• Description: The user of the relationship officer assigned to the assessed entity.

• Field API Name: ssot__RetirementSavingsAmount__c
• Data Type: DOUBLE
• Description: The assessed entity’s retirement savings amount.

• Field API Name: ssot__ShortSummaryText__c
• Data Type: TEXT
• Description: A brief summary of the assessment.

• Field API Name: ssot__StockValueAmount__c
• Data Type: DOUBLE
• Description: The value of the assessed entity’s public stock.

• Field API Name: ssot__StrengthsAndOpportunitiesDescription__c
• Data Type: TEXT
• Description: The strengths and opportunities identified in the assessment.

• Field API Name: ssot__WeaknessesAndDrawbacksDescription__c
• Data Type: TEXT
• Description: The weaknesses and drawbacks identified in the assessment.

• Field API Name: ssot__WealthAmount__c
• Data Type: DOUBLE
• Description: The total amount of the assessed entity’s wealth.