PartyPhilanthropicRsrchPrfl

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. 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 associated with the research profile.

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

CaseId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The case associated with the research profile.

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

ContactId

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

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

DetailedSummary

Type: textarea
Properties: Create, Nillable, Update
Description: A comprehensive summary of the research findings for the profile.

EndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The end date of the research stage, used to measure the duration of the research period and assess the efficiency of the research.

HoursSpentOnResearch

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The total hours spent on the stage, used for resource allocation and performance tracking.

IsResearchCompleted

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the research profile is complete (true) or not (false).
Default value: false

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 research profile 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

PctOfResearchCompleted

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The percentage of completion for the research profile stage.

ResearchProfilePhase

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The research stage of the research profile.
Possible values:
- Cultivation Strategy Development
- Disqualification
- Identification
- Initial Screening
- Ongoing Monitoring
- Planning
- Prioritization
- Qualification
- Rating and Segmentation
- Research Deep Dive
- Robust Research Completed

ResearchProfileType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of research profile.
Possible values:
- Capital Campaign
- Planned Giving

ResearcherAssignedId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The team member responsible for completing the research stage, ensuring accountability and tracking workload across researchers.

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

ShortSummary

Type: textarea
Properties: Create, Filter, Nillable, Sort, Update
Description: A brief summary of the research findings for the profile.

StartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The start date of the research stage, used to track the duration of the stage and create a timeline for the research process.

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.

PartyPhilanthropicRsrchPrflChangeEvent: Change events are available for the object.
PartyPhilanthropicRsrchPrflHistory: History is available for tracked fields of the object.
PartyPhilanthropicRsrchPrflOwnerSharingRule: Sharing rules are available for the object.
PartyPhilanthropicRsrchPrflShare: Sharing is available for the object.