PartyCategory

The criteria for categorizing contacts and accounts based on specific classification information for a specified time period. This object is available in API version 64.0 and later.

Supported Calls

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

Special Access Rules

This object is available only if the Fundraising Access license is enabled and the Fundraising User system permission is assigned to users.

Fields

AccountId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The account ID related to the classification record.

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

Classification

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The classification associated with the contact or account.
Possible values:
- High Net Worth Prospect
- Influencer Prospect
- LYBUNT
- Lapsed Donor
- Legacy Prospect
- Lifetime Stewardship
- SYBUNT
- Top 100
- Top 25
- Undergrad or Grad Prospect

ContactId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The contact ID related to the classification record.

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

EndDate

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

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description:

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description:

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The ID of the classification record.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description:

This field is a polymorphic relationship field.
Relationship Name: Owner
Refers To: Group, User

StartDate

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

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the status of the classification record.
Possible values:
- Active
- Archived
- Error
- Inactive
- Pending
- Superseded

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.

PartyCategoryHistory: History is available for tracked fields of the object.
PartyCategoryOwnerSharingRule: Sharing rules are available for the object.
PartyCategoryShare: Sharing is available for the object.