PartyPhilanthropicOccurrence

xxx This object is available in API version XX.0 and later.

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

• Type: reference

• Properties: Create, Filter, Group, Sort, Update

• Description: The account associated with the occurrence.

  This field is a relationship field.

• Relationship Name: Account

• Refers To: Account

• Type: reference

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The user the research is attributed to.

  This field is a relationship field.

• Relationship Name: AttributedUser

• Refers To: User

• 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

• Type: reference

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The contact associated with the occurrence.

  This field is a relationship field.

• Relationship Name: Contact

• Refers To: Contact

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

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

• 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.

• 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.

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: An auto-generated string or number assigned to the party philanthropic occurrence.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

• Description: The type of occurrence, such as donation history, net worth, volunteer hours, or inheritance.

• Possible values:

  • Donation History
  • Inheritance
  • Net Worth
  • Volunteer Hours

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

• 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

• Type: reference

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The participant contact involved in collecting the research.

  This field is a relationship field.

• Relationship Name: Participant

• Refers To: Contact

• Type: reference

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The party philanthropic assessment associated with the occurrence.

  This field is a relationship field.

• Relationship Name: PartyPhilanthropicAssessment

• Refers To: PartyPhilanthropicAssessment

• Type: reference

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The research profile associated with the occurrence.

  This field is a relationship field.

• Relationship Name: PartyPhilanthropicRsrchPrfl

• Relationship Type: Lookup

• Refers To: PartyPhilanthropicRsrchPrfl

• Type: reference

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The account of the organization that provided the occurrence.

  This field is a relationship field.

• Relationship Name: RelatedOrganization

• Refers To: Account

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

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

• 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.

• 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.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The classification of research for the occurrence.

• Possible values:

  • Communication
  • Engagement
  • Media Mention
  • Philanthropy
  • Volunteerism
  • Wealth

• Type: reference

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The business milestone, life event, or interaction summary associated wiith the occurrence.

  This field is a polymorphic relationship field.

• Relationship Name: Source

• Refers To: BusinessMilestone, InteractionSummary, PersonLifeEvent

• 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

• Type: textarea
• Properties: Create, Nillable, Update
• Description: A description of the occurrence.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

• Description: Specifies whether the occurrence is known or inferred.

• Possible values:

  • Inferred
  • Known

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.

PartyPhilanthropicOccurrenceChangeEvent

Change events are available for the object.

PartyPhilanthropicOccurrenceHistory

History is available for tracked fields of the object.

PartyPhilanthropicOccurrenceOwnerSharingRule

Sharing rules are available for the object.

PartyPhilanthropicOccurrenceShare

Sharing is available for the object.

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Introduction to Nonprofit Cloud

Nonprofit Cloud Data Model

Fundraising

Fundraising Standard Objects

DocGenerationQueryResult

DonorGiftConcept

DonorGiftConceptOpportunity

DonorGiftSummary

GiftActuarialEntry

GiftStewardship

GiftStewardshipActivity

GiftAgreement

GiftBatch

GiftCommitment

GiftCmtChangeAttrLog

GiftCommitmentSchedule

GiftDefaultDesignation

GiftDefaultSoftCredit

GiftDesignation

GiftEntry

GiftRefund

GiftSoftCredit

GiftTransaction

GiftTransactionDesignation

GiftTribute

GiftValueForecast

GratefulPersonInvolvement

OutreachSourceCode

OutreachSummary

PartyCategory

PartyPhilanthropicAssessment

PartyPhilanthropicIndicator

PartyPhilanthropicMilestone

PartyPhilanthropicOccurrence

PartyPhilanthropicRsrchPrfl

PaymentInstrument

PlannedGift

PlannedGiftAnnuityRate

PlannedGiftPerformance

Fundraising Fields on Other Objects

Fundraising Business APIs

Fundraising Invocable Actions

Fundraising Metadata API Types

Fundraising Tooling API Objects

Program Management

Case Management

Outcome Management Standard Objects

Grantmaking

Volunteer Management Standard Objects

Volunteer Management Fields on Other Objects

Group Memberships and Households in Nonprofit Cloud

Record Rollup Definitions

NonProfit Cloud Associated Objects

Previous Versions