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Party Philanthropic Assessment DMO

Object Properties

Object API Name: ssot__PartyPhilanthropicAssessment__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

Relationships

  • CaseId has a FOREIGNKEY relationship with the Case DMO Id field.
  • AccountId has a FOREIGNKEY relationship with the Account DMO Id field.
  • AttributedUserId has a FOREIGNKEY relationship with the User DMO Id field.
  • AssessmentOrganizationId has a FOREIGNKEY relationship with the Account DMO Id field.
  • ResponsiblePersonId has a FOREIGNKEY relationship with the User DMO Id field.
  • ContactId has a FOREIGNKEY relationship with the Individual DMO Id field.

Fields

AccountId

  • Field API Name: ssot__AccountId__c
  • Data Type: TEXT
  • Description: The account associated with the assessment.

AssessmentOrganizationId

  • Field API Name: ssot__AssessmentOrganizationId__c
  • Data Type: TEXT
  • Description: The account of the organization performing the assessment.

AssessmentType

  • Field API Name: ssot__AssessmentType__c
  • Data Type: TEXT
  • Description: The type of assessment, such as executive summary, donor brief, and third-party assessment.

AssetLiquidationValueAmount

  • Field API Name: ssot__AssetLiquidationValueAmount__c
  • Data Type: DOUBLE
  • Description: The value of assets that can be liquidated within 90 days.

AttributedUserId

  • Field API Name: ssot__AttributedUserId__c
  • Data Type: TEXT
  • Description: The user the research is attributed to.

BusinessOwnershipValueAmount

  • Field API Name: ssot__BusinessOwnershipValueAmount__c
  • Data Type: DOUBLE
  • Description: The value of private businesses owned by the assessed entity.

CaseId

  • Field API Name: ssot__CaseId__c
  • Data Type: TEXT
  • Description: The case that delivers the research.

cdp_sys_record_currency

  • Field API Name: ssot__cdp_sys_record_currency__c
  • Data Type: TEXT
  • Description: System-generated metadata field that stores a 3-letter ISO currency code.

ContactId

  • Field API Name: ssot__ContactId__c
  • Data Type: TEXT
  • Description: The contact associated with the assessment.

DataSourceId

  • Field API Name: ssot__DataSourceId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

DataSourceObjectId

  • Field API Name: ssot__DataSourceObjectId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

Date

  • Field API Name: ssot__Date__c
  • Data Type: DATEONLY
  • Description: The date of the assessment.

ExtendedSummaryText

  • Field API Name: ssot__ExtendedSummaryText__c
  • Data Type: TEXT
  • Description: A detailed summary of the assessment.

GivingLevel

  • Field API Name: ssot__GivingLevel__c
  • Data Type: TEXT
  • Description: The assessed entity's giving level.

GraduationCohort

  • Field API Name: ssot__GraduationCohort__c
  • Data Type: TEXT
  • Description: The assessed person's graduation cohort.

GraduationStatus

  • Field API Name: ssot__GraduationStatus__c
  • Data Type: TEXT
  • Description: The assessed person's graduation status.

Id

  • Field API Name: ssot__Id__c
  • Data Type: TEXT
  • Description: Required. A unique, system-generated identifier for this PartyPhilanthropicAssessment record. Maximum size is 15 characters.

IncomeAmount

  • Field API Name: ssot__IncomeAmount__c
  • Data Type: DOUBLE
  • Description: The assessed entity's annual income amount.

InternalOrganizationId

  • Field API Name: ssot__InternalOrganizationId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

KQ_AccountId

  • Field API Name: KQ_AccountId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for AccountId

KQ_AssessmentOrganizationId

  • Field API Name: KQ_AssessmentOrganizationId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for AssessmentOrganizationId

KQ_AttributedUserId

  • Field API Name: KQ_AttributedUserId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for AttributedUserId

KQ_CaseId

  • Field API Name: KQ_CaseId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for CaseId

KQ_ContactId

  • Field API Name: KQ_ContactId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for ContactId

KQ_Id

  • Field API Name: KQ_Id__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for Id

KQ_ResponsiblePersonId

  • Field API Name: KQ_ResponsiblePersonId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for ResponsiblePersonId

Name

  • Field API Name: ssot__Name__c
  • Data Type: TEXT
  • Description: An auto-generated string or number assigned to the party philanthropic assessment.

OtherAssetsValueAmount

  • Field API Name: ssot__OtherAssetsValueAmount__c
  • Data Type: DOUBLE
  • Description: The value of the entity's assets not covered by other measures of net worth.

OtherNonprofitGiftAmount

  • Field API Name: ssot__OtherNonprofitGiftAmount__c
  • Data Type: DOUBLE
  • Description: The monetary value of donations the assessed entity has given to other nonprofits.

OtherNonprofitGiftCount

  • Field API Name: ssot__OtherNonprofitGiftCount__c
  • Data Type: DOUBLE
  • Description: The number of donations the assessed entity has given to other nonprofits.

OverallRating

  • Field API Name: ssot__OverallRating__c
  • Data Type: TEXT
  • Description: The overall rating determined by the assessment.

PartyPhilanthropicRsrchPrflId

  • Field API Name: ssot__PartyPhilanthropicRsrchPrflId__c
  • Data Type: TEXT
  • Description: The research profile associated with the research.

RealEstateValueAmount

  • Field API Name: ssot__RealEstateValueAmount__c
  • Data Type: DOUBLE
  • Description: The value of the assessed entity's real estate.

ResearchEndDate

  • Field API Name: ssot__ResearchEndDate__c
  • Data Type: DATEONLY
  • Description: The end date of the research, used to measure the duration of the research period and assess the efficiency of the research.

ResearchHours

  • Field API Name: ssot__ResearchHours__c
  • Data Type: DOUBLE
  • Description: The total hours spent on research for the assessment, used to track resource allocation and time spent on researching each prospect.

ResearchSharedDate

  • Field API Name: ssot__ResearchSharedDate__c
  • Data Type: DATEONLY
  • 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

  • Field API Name: ssot__ResearchStartDate__c
  • Data Type: DATEONLY
  • 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

  • Field API Name: ssot__ResponsiblePersonId__c
  • Data Type: TEXT
  • Description: The user of the relationship officer assigned to the assessed entity.

RetirementSavingsAmount

  • Field API Name: ssot__RetirementSavingsAmount__c
  • Data Type: DOUBLE
  • Description: The assessed entity's retirement savings amount.

ShortSummaryText

  • Field API Name: ssot__ShortSummaryText__c
  • Data Type: TEXT
  • Description: A brief summary of the assessment.

StockValueAmount

  • Field API Name: ssot__StockValueAmount__c
  • Data Type: DOUBLE
  • Description: The value of the assessed entity's public stock.

StrengthsAndOpportunitiesDescription

  • Field API Name: ssot__StrengthsAndOpportunitiesDescription__c
  • Data Type: TEXT
  • Description: The strengths and opportunities identified in the assessment.

WeaknessesAndDrawbacksDescription

  • Field API Name: ssot__WeaknessesAndDrawbacksDescription__c
  • Data Type: TEXT
  • Description: The weaknesses and drawbacks identified in the assessment.

WealthAmount

  • Field API Name: ssot__WealthAmount__c
  • Data Type: DOUBLE
  • Description: The total amount of the assessed entity's wealth.