--- schema_version: "1" id: 581a9207127dd11a29c447e161876dc7ac6286c615f11a1baab73921fece9da2 title: Party Philanthropic Assessment DMO collection: developer version: current locale: en-us portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/std_dmos/c360dm-si-partyphilanthropicassessmentdmo-dmo.md canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-partyphilanthropicassessmentdmo-dmo.html source_site: developer.salesforce.com content_type: documentation content_hash: 1631d7a8dbd1754033236846ca76b2a3876fa75d3747b21b1f6190f9e110f93a products: - Data 360 DMO and Mapping Guide - Data 360 Developer Documentation --- # 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](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-casedmo-dmo.md) `Id` field. - **AccountId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **AttributedUserId** has a FOREIGNKEY relationship with the [User DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-userdmo-dmo.md) `Id` field. - **AssessmentOrganizationId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **ResponsiblePersonId** has a FOREIGNKEY relationship with the [User DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-userdmo-dmo.md) `Id` field. - **ContactId** has a FOREIGNKEY relationship with the [Individual DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-individualdmo-dmo.md) `Id` field. ## Fields - [AccountId](#accountid) - [AssessmentOrganizationId](#assessmentorganizationid) - [AssessmentType](#assessmenttype) - [AssetLiquidationValueAmount](#assetliquidationvalueamount) - [AttributedUserId](#attributeduserid) - [BusinessOwnershipValueAmount](#businessownershipvalueamount) - [CaseId](#caseid) - [cdp_sys_record_currency](#cdp_sys_record_currency) - [ContactId](#contactid) - [DataSourceId](#datasourceid) - [DataSourceObjectId](#datasourceobjectid) - [Date](#date) - [ExtendedSummaryText](#extendedsummarytext) - [GivingLevel](#givinglevel) - [GraduationCohort](#graduationcohort) - [GraduationStatus](#graduationstatus) - [Id](#id) - [IncomeAmount](#incomeamount) - [InternalOrganizationId](#internalorganizationid) - [KQ_AccountId](#kq_accountid) - [KQ_AssessmentOrganizationId](#kq_assessmentorganizationid) - [KQ_AttributedUserId](#kq_attributeduserid) - [KQ_CaseId](#kq_caseid) - [KQ_ContactId](#kq_contactid) - [KQ_Id](#kq_id) - [KQ_ResponsiblePersonId](#kq_responsiblepersonid) - [Name](#name) - [OtherAssetsValueAmount](#otherassetsvalueamount) - [OtherNonprofitGiftAmount](#othernonprofitgiftamount) - [OtherNonprofitGiftCount](#othernonprofitgiftcount) - [OverallRating](#overallrating) - [PartyPhilanthropicRsrchPrflId](#partyphilanthropicrsrchprflid) - [RealEstateValueAmount](#realestatevalueamount) - [ResearchEndDate](#researchenddate) - [ResearchHours](#researchhours) - [ResearchSharedDate](#researchshareddate) - [ResearchStartDate](#researchstartdate) - [ResponsiblePersonId](#responsiblepersonid) - [RetirementSavingsAmount](#retirementsavingsamount) - [ShortSummaryText](#shortsummarytext) - [StockValueAmount](#stockvalueamount) - [StrengthsAndOpportunitiesDescription](#strengthsandopportunitiesdescription) - [WeaknessesAndDrawbacksDescription](#weaknessesanddrawbacksdescription) - [WealthAmount](#wealthamount) ### 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.