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Capturing centralised knowledge on a field by field basis ensuring uniformity and data quality |
PLEASE COLLABORATE / PLEASE MAKE CHANGES - TEAM EFFORT !!
Salesforce Object | Field Name/s | Field Description | Business Rule | Rule Violations (Jarvis Report) | Approval |
|---|---|---|---|---|---|
Account Create | New Account Entry | ||||
Account | Account Name | ||||
Account | Account Mailing Address | ||||
Account | RFM | Not and Affiniquest used field | |||
Account | Most Recent Gift/Pledge Date | Pulling any gift / pledge - does it do soft credits? Hard vs Soft Credits - includes soft credits | |||
Account | Account Type | ||||
Account | Is Active Prospect? | ||||
Account | Prospect Manager | The Prospect Manager for this Account. | |||
Lightning Contact Utilities | Join | ||||
Lightning Contact Utilities | Separate | ||||
Lightning Contact Utilities | Decease | ||||
? | |||||
Contact | |||||
Contact | |||||
Contact | |||||
Contact | |||||
Co | |||||
Transaction | Acknowledgement | ||||
Transaction | COA DFN | look up from COA | |||
Transaction | COA code | look up from COA | |||
Transaction | COA designation | look up from COA | |||
Transaction | COA School/Unit | Used for receipting purpose | look up from COA | ||
Transaction | Designation | The entry in the Chart of Accounts to which the donor wishes this Transaction to be deposited | look up from COA | ||
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