PartyPhilanthropicAssessment

Represents a formalized assessment of wealth when a rating takes place, such as a third-party wealth assessment, a property valuation, a financial asset assessment, or an internal assessment. 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 assessment.

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

AssessmentOrganizationId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The organization performing the assessment.

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

AssessmentType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of assessment, such as executive summary, donor brief, or third-party assessment.
Possible values:
- Donor Brief
- Executive Summary
- Third Party Assessment

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.

AttributedUserId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The person the research is attributed to.

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

BusinessOwnershipValue

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

CaseId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The case that delivers the research.

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

ContactId

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

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 assessment.

ExtendedSummary

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

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 party’s graduation cohort, if the party is a person.
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 party’s graduation status, if the party is a person.
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 assessment.

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 determined by the assessment.
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

PartyPhilanthropicRsrchPrflId

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

This field is a relationship field.
Relationship Name: PartyPhilanthropicRsrchPrfl
Relationship Type: Lookup
Refers To: PartyPhilanthropicRsrchPrfl

RealEstateValue

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

ResearchEndDate

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

ResearchHours

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The total hours spent on research for the assessment, used to track resource allocation and time spent on researching each prospect.

ResearchSharedDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date the completed research is shared with the relationship officer, used to ensure transparency and track the flow of information in prospect engagement.

ResearchStartDate

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

ResponsiblePersonId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The relationship officer assigned to the party.

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 assessment.

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 assessment.

WeaknessesAndDrawbacks

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

WealthAmount

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

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.

PartyPhilanthropicAssessmentHistory: History is available for tracked fields of the object.
PartyPhilanthropicAssessmentOwnerSharingRule: Sharing rules are available for the object.
PartyPhilanthropicAssessmentShare: Sharing is available for the object.