Party Philanthropic Indicator DMO

Object Properties

Object API Name: ssot__PartyPhilanthropicIndicator__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.
• RelatedOrganizationId has a FOREIGNKEY relationship with the Account DMO Id field.
• PartyPhilanthropicOccurrenceId has a FOREIGNKEY relationship with the Party Philanthropic Occurrence DMO Id field.
• SourceId has a FOREIGNKEY relationship with the Conv Channel Engagement Summary DMO Id field.
• SourceId has a FOREIGNKEY relationship with the Business Milestone DMO Id field.
• SourceId has a FOREIGNKEY relationship with the Person Life Event DMO Id field.
• AttributedUserId has a FOREIGNKEY relationship with the User DMO Id field.
• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.
• ParticipantId has a FOREIGNKEY relationship with the Individual DMO Id field.
• ContactId has a FOREIGNKEY relationship with the Individual DMO Id field.

Fields

• AccountId
• AttributedUserId
• CaseId
• cdp_sys_record_currency
• ContactId
• DataSourceId
• DataSourceObjectId
• DateCollected
• EstimatedValue
• Id
• Indicator
• IndicatorType
• InternalOrganizationId
• KQ_AccountId
• KQ_AttributedUserId
• KQ_CaseId
• KQ_ContactId
• KQ_Id
• KQ_ParticipantId
• KQ_PartyPhilanthropicOccurrenceId
• KQ_RelatedOrganizationId
• KQ_SourceId
• Name
• OtherSource
• ParticipantId
• PartyPhilanthropicOccurrenceId
• PartyPhilanthropicRsrchPrflId
• RelatedOrganizationId
• ResearchEndDate
• ResearchHours
• ResearchSharedDate
• ResearchStartDate
• SourceId
• SourceObject
• SourceType
• Status
• Summary

AccountId

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

AttributedUserId

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

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 indicator.

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.

DateCollected

• Field API Name: ssot__DateCollected__c
• Data Type: DATEONLY
• Description: The date the information about the indicator was collected.

EstimatedValue

• Field API Name: ssot__EstimatedValue__c
• Data Type: DOUBLE
• Description: The estimated monetary value of the indicator.

Id

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

Indicator

• Field API Name: ssot__Indicator__c
• Data Type: TEXT
• Description: The indicator, such as donation history, net worth, volunteer hours, and inheritance.

IndicatorType

• Field API Name: ssot__IndicatorType__c
• Data Type: TEXT
• Description: The type of indicator, such as engagement, wealth, philanthropy, communication, volunteerism, and media mention.

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_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_ParticipantId

• Field API Name: KQ_ParticipantId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ParticipantId

KQ_PartyPhilanthropicOccurrenceId

• Field API Name: KQ_PartyPhilanthropicOccurrenceId__c
• Data Type: TEXT
• Description: Key Qualifier system field for PartyPhilanthropicOccurrenceId

KQ_RelatedOrganizationId

• Field API Name: KQ_RelatedOrganizationId__c
• Data Type: TEXT
• Description: Key Qualifier system field for RelatedOrganizationId

KQ_SourceId

• Field API Name: KQ_SourceId__c
• Data Type: TEXT
• Description: Key Qualifier system field for SourceId

Name

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

OtherSource

• Field API Name: ssot__OtherSource__c
• Data Type: TEXT
• Description: The description of an indicator source that's n't an object.

ParticipantId

• Field API Name: ssot__ParticipantId__c
• Data Type: TEXT
• Description: The participant contact associated with the indicator.

PartyPhilanthropicOccurrenceId

• Field API Name: ssot__PartyPhilanthropicOccurrenceId__c
• Data Type: TEXT
• Description: The party philanthropic occurrence associated with the indicator.

PartyPhilanthropicRsrchPrflId

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

RelatedOrganizationId

• Field API Name: ssot__RelatedOrganizationId__c
• Data Type: TEXT
• Description: The account of the organization that provided the indicator.

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 researching the indicator, 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.

SourceId

• Field API Name: ssot__SourceId__c
• Data Type: TEXT
• Description: The source business milestone, life event, or interaction summary associated with the indicator.

SourceObject

• Field API Name: ssot__SourceObject__c
• Data Type: TEXT
• Description: The source record's object associated with the indicator.

SourceType

• Field API Name: ssot__SourceType__c
• Data Type: TEXT
• Description: The type of source, such as external interaction, internal data, third-party data, and public records.

Status

• Field API Name: ssot__Status__c
• Data Type: TEXT
• Description: The status of the indicator, if it wasn't promoted to a party philanthropic occurrence.

Summary

• Field API Name: ssot__Summary__c
• Data Type: TEXT
• Description: A descriptive summary of the indicator.