PartyPhilanthropicMilestone

Represents philanthropic activities and financial status for a period of time. 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

AccountId

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

This field is a relationship field.
Relationship Name: Account
Refers To: Account

AssetLiquidationValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The value of the party’s assets that can be liquidated within a specified time period.

BusinessOwnershipValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: FIXME: Add the description here. [Writers: - The following description was added by the developer when they created this field. - It may nor may not be correct, complete, or up to date. - It is visible to customers in Setup > Object Manager in the UI. If you need to change what is visible there, ask the developer to change it.] The value of private businesses owned by the party.

ContactId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The contact associated with the milestone.

This field is a relationship field.
Relationship Name: Contact
Refers To: Contact

Date

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date of the milestone.

ExtendedSummary

Type: textarea
Properties: Create, Nillable, Update
Description: A detailed summary of the milestone.

GivingLevel

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The party’s giving level.
Possible values:
- $1,000,000-$4,999,999
- $1,000-$2,499
- $10,000,000-$24,999,999
- $10,000-$24,999
- $100,000-$249,999
- $100-$499
- $2,500-$4,999
- $25,000,000+
- $25,000-$49,999
- $250,000-$999,999
- $5,000,000-$9,999,999
- $5,000-$9,999
- $50,000-$99,999
- $500-$999
- Under $100

GraduationCohort

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The person’s graduation cohort.
Possible values:
- 0-5 Years Since Graduation
- 11-20 Years Since Graduation
- 21-30 Years Since Graduation
- 31-40 Years Since Graduation
- 41-50 Years Since Graduation
- 50+ Years Since Graduation
- 6-10 Years Since Graduation

GraduationStatus

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The person’s graduation status.
Possible values:
- Associate Degree
- Certificate or Award
- Multiple Degrees
- Non-Graduate
- Other
- Postgraduate Degree
- Secondary Diploma
- Undergraduate Degree

Income

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The party’s annual income.

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 milestone.

OtherAssetsValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The value of the party’s assets not covered by other measures of net worth.

OtherNonprofitGiftAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The monetary value of the party’s donations to other nonprofits.

OtherNonprofitGiftCount

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The number of the party’s donations to other nonprofits.

OverallRating

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The overall rating of the milestone.
Possible values:
- High
- Low
- Medium

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

PtyPhilanthropicAsmtCnt

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The number of party philanthropic assessments within the milestone period.

PtyPhilanthropicIndCnt

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The number of party philanthropic indicators within the milestone period.

PtyPhilanthropicOccrCnt

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The number of party philanthropic occurrences within the milestone period.

RealEstateValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The value of real estate owned by the party.

ResponsiblePersonId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The relationship officer assigned to the assessed party at the time the assessment milestone is generated.

This field is a relationship field.
Relationship Name: ResponsiblePerson
Refers To: User

RetirementSavingsAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The party’s retirement savings.

ShortSummary

Type: textarea
Properties: Create, Filter, Nillable, Sort, Update
Description: A short summary of the milestone.

StockValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The value of public stock owned by the party.

StrengthsAndOpportunities

Type: textarea
Properties: Create, Nillable, Update
Description: The strengths and opportunities identified in the milestone.

WeaknessesAndDrawbacks

Type: textarea
Properties: Create, Nillable, Update
Description: The weaknesses and drawbacks identified in the milestone.

WealthAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The party’s total wealth for the milestone.

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.

PartyPhilanthropicMilestoneChangeEvent: Change events are available for the object.
PartyPhilanthropicMilestoneHistory: History is available for tracked fields of the object.
PartyPhilanthropicMilestoneOwnerSharingRule: Sharing rules are available for the object.
PartyPhilanthropicMilestoneShare: Sharing is available for the object.