PartyPhilanthropicIndicator

Represents an unconfirmed or soft indication that highlights a person’s wealth or growth potential. 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 indicator.

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

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

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 indicator.

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

DateCollected

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date the information about the indicator was collected.

EstimatedValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The estimated monetary value of the indicator.

Indicator

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The indicator, such as donation history, net worth, volunteer hours, or inheritance.
Possible values:
- Donation History
- Inheritance
- Net Worth
- Volunteer Hours

IndicatorType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of indicator, such as engagement, wealth, philanthropy, communication, volunteerism, or media mention.
Possible values:
- Communication
- Engagement
- Media Mention
- Philanthropy
- Volunteerism
- Wealth

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 party philanthropic indicator.

OtherSource

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: An indicator source that isn’t a Salesforce object.

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

ParticipantId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The person involved in collecting the research.

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

PartyPhilanthropicOccurrenceId

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

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

PartyPhilanthropicRsrchPrflId

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

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

RelatedOrganizationId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The organization involved in collecting the research.

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

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 researching the indicator, 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 when 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.

SourceId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The business milestone, life event, or interaction summary associated with the indicator.

This field is a polymorphic relationship field.
Relationship Name: Source
Refers To: BusinessMilestone, InteractionSummary, PersonLifeEvent

SourceType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of source, such as external interaction, internal data, third-party data, or public records.
Possible values:
- External Interaction
- Internal Data
- Public Records
- Third-Party Data

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The status of the prospect research indicator, if it hasn’t been verified as a party philanthropic occurrence.
Possible values:
- Promoted

Summary

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

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.

PartyPhilanthropicIndicatorChangeEvent: Change events are available for the object.
PartyPhilanthropicIndicatorHistory: History is available for tracked fields of the object.
PartyPhilanthropicIndicatorOwnerSharingRule: Sharing rules are available for the object.
PartyPhilanthropicIndicatorShare: Sharing is available for the object.