Party Philanthropic Rsrch Prfl DMO

Captures information associated with a contact or an organization in a many-to-one relationship. Serves as a pivot point for research on the person or organization.

Object API Name: PartyPhilanthropicRsrchPrfl_std__dlm
Category: Unassigned
Availability: Available in 260 and later versions
Primary Key Field: Id

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

• AccountId
• CaseId
• cdp_sys_record_currency
• ContactId
• DataSourceId
• DataSourceObjectId
• DetailedSummary
• EndDate
• HoursSpentOnResearch
• Id
• InternalOrganizationId
• IsResearchCompleted
• KQ_AccountId
• KQ_CaseId
• KQ_ContactId
• KQ_Id
• KQ_ResearcherAssignedId
• PartyPhilanthropicResearchProfileNm
• ResearchCompletedPercent
• ResearcherAssignedId
• ResearchProfilePhase
• ResearchProfileType
• ShortSummary
• StartDate

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

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

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

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

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

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

• Field API Name: DetailedSummary__c
• Data Type: TEXT
• Description: A comprehensive summary of the research findings for the profile.

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

• Field API Name: HoursSpentOnResearch__c
• Data Type: DOUBLE
• Description: The total hours spent on the stage, used for resource allocation and performance tracking.

• Field API Name: Id__c
• Data Type: TEXT
• Description: Primary Key

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

• Field API Name: IsResearchCompleted__c
• Data Type: BOOLEAN
• Description: Indicates whether the research profile is complete (true) or not (false).

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

• 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_ResearcherAssignedId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ResearcherAssignedId

• Field API Name: PartyPhilanthropicResearchProfileNm__c
• Data Type: TEXT
• Description: An auto-generated string or number assigned to the research profile.

• Field API Name: ResearchCompletedPercent__c
• Data Type: PERCENT
• Description: The percentage of completion for the research profile stage.

• Field API Name: ResearcherAssignedId__c
• Data Type: TEXT
• Description: The team member responsible for completing the research stage, ensuring accountability and tracking workload across researchers.

• Field API Name: ResearchProfilePhase__c
• Data Type: TEXT
• Description: The research stage of the research profile. Example values include Planning, Identification, Initial Screening

• Field API Name: ResearchProfileType__c
• Data Type: TEXT
• Description: The type of research profile. Example values include Planned Giving, Capital Campaign

• Field API Name: ShortSummary__c
• Data Type: TEXT
• Description: A brief summary of the research findings for the profile.

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