Content Comparison

Official USyd definition of “Lost Contact” : Strict - All fields in all the contact methods must be blank, (as opposed to incomplete addresses where some fields are blank and make the contact uncontactable).

Mailing Address Status

Salesforce Object	Field Name/s	Contains Custom Code / Workflow	Field Description	Business Rule Business Rules Meetings Minutes	Data Quality Rule	Business Rule Committee Approval Date
System Logic	Wellbeing Data		A flag in Contact - Wellness Contact (USYD_wellness_contact__c) that identifies wellbeing Contact. Account associated to this contact is a wellbeing Account - this is only accessible to System Administrators. The workaround to exclude Wellness Contacts is: Contact Type= Student and Secondary Contact Type = ““ AND Contact Type = Friend AND Do Not Contact = True
System Logic	Duplicate Accounts / Contacts / Leads	Yes: TAP-1214 Jarvis Duplicate Rule Sets	TAP-1214 Jarvis Duplicate Rule Sets	Resolve Duplicate Accounts / Contacts Can only be actioned by GA Team	https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KQ0aEAG/view https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KQ0fEAG/view
Lightning Contact Utilities	Lightning Contact Utilities - Join		Duplicate Contacts	View file name Guide - Join, Separate, Decease, Merge (3) (1).pdf Can only be actioned by GA Team	https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KQ0aEAG/view https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KQ0fEAG/view
Lightning Contact Utilities	Lightning Contact Utilities - Separate		Separate	View file name Guide - Join, Separate, Decease, Merge (3) (1).pdf Can only be actioned by GA Team
Lightning Contact Utilities	Lightning Contact Utilities - Decease		Deceased	View file name Deceasing Contacts (3) (1).docx Can only be actioned by GA Team	https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2juEAC/view https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KNPEEA4/view
Lightning Contact Utilities	Account Create		Utility to create account and contact.	AQ Managed - Can only use for household records / Cant use for organizational records - Cant restrict	??
Reports	Contactable Alumni Report		Official report in the Executive folder	Total Alumni minus: Deceased Alumni, Lost - i.e. all contact method fields isnull Do Not Contact / Do Not Call / Do Not Mail Mailing Address Status = Inactive, Partial Address, Return to Sender	https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KIfiEAG/view?queryScope=userFolders
Account	Account Name		Jira Legacy server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-105 Jira Legacy server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-212	AVE-105 Household Account Name
Account	Account Mailing Address Anchor Account-Mailing-Address Account-Mailing-Address		AVE-107 Address Management Address Formatting Business Rules	Rules: AVE-107 Address Management Address Formatting Business Rules At the point, contact type is moved from Graduand to Alumni, all Student Accomodation addresses/Emails (@uni.sydney) should be deactivated and deleted from the main page.
Account	RFM		A star is awarded for each of the following five conditions: having a giving record, having a pending opportunity, having a largest gift over a defined amount, having a total amount of giving over a defined amount, and having made a payment this year.	Not used (See if can be removed from layout)	N/A
Account	Most Recent Gift/Pledge Date		The date of the most recent gift.	Pulling any gift / pledge - does it do soft credits? Hard vs Soft Credits - includes soft credits
Account	Account Type Anchor Account-Type Account-Type		A picklist of the highest level categorization of this Account. The category can be further described in the Secondary Type field. Jira Legacy server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-15	This is a standard Salesforce field. All Household Accounts are set as Type = Household All Non-Household Accounts are set as Type = Organisation	https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2RlEAK/view
Account	Is Active Prospect?		Checkbox, Describes whether a prospect is active or Inactive. For example, inactive in case of deceased.	Checkbox, Describes whether a prospect is active or Inactive. For example, inactive in case of deceased.
Account Information	Prospect Manager		The Prospect Manager for this Account.	The Prospect Manager for this Account.
Account Information	Account Name Override
Account Information	Primary Contact / Secondary Contact Anchor Primary-Contact Primary-Contact		This account does not have a Primary or Secondary Contact assigned.	Household accounts MUST always have at least a primary contact. Corporations do not, only needed to have a direct contact to receipt gifts. Contact can only have 1x direct linkage to account. Kids on the account need to have their own account when they turn 18. (Less than 18 cannot have own account). If only 1x contact and deceased, the account name gets moved to the estate. (Estate of the late …) → Harpreet does that.	https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2ThEAK/view	09 Nov 2022
Account Information	Do Not Contact (AQB__DoNotContact__c)	None	Boolean Y/N	People who advise they do not want to be contacted; People that are deemed Deceased needs to be marked DNC All Wellbeing Contacts
Account Information	Do Not Solicit
Account Information	Do Not Mail
Account Information	Account Record Type
Account Mailing Address	Account Mailing Address		AVE-107 Address Management Address Formatting Business Rules	Rules: AVE-107 Address Management Address Formatting Business Rules At the point, contact type is moved from Graduand to Alumni, all Student Accomodation addresses/Emails (@uni.sydney) should be deactivated and deleted from the main page.
Account Mailing Address	Account Mailing Address TypeA Description of the nature of the address information, such as residence, business, etc. [Drop down list with selection: Home, Business, Vacation, Other Sydney Student Mailing Address, etc.	Contact: Primary Diploma/Degree	Contact: Address Preference	Contact Mailing Address	AVE-107 Address Management Address Formatting Business Rules	Rules: AVE-107 Address Management Address Formatting Business Rules At the point, contact type is moved from Graduand to Alumni, all Student Accomodation addresses/Emails (@uni.sydney) should be deactivated and deleted from the main page.	Contact: Address Preference	Address Preference Image Removed	A read only field used to indicate what type of address the contact current mailing address is associated. The valid values are “Account Mailing”, “Business”, or “Alternate”, Jira Legacy server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-25	Rules: Household = Auto Defaulted to ‘Account Mailing’. Corporation = Business Mailing. Jira Legacy server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-25	09 Nov 2022	Contact: Address Preference	Picklist: Active Inactive Last Known Needs Verification Return To Sender (RTS) Partial Address	For manual data entry, if a standard TAP user updates the address, the Mailing Address Status is automatically set to ‘Active’ For mass data activity such as re-formatting and data cleansing, it is imperative that users extract the Mailing Address Status along with the address details and re-upload the reformatted data with the pre-existing status. This will prevent Inactive, Last Known, RTS data being incorrectly marked as Active.	Contact: Address Preference
Anchor
Address-Type	Address-Type	A Description of the nature of the address information, such as residence, business, etc. [Drop down list with selection: Home, Business, Vacation, Other Sydney Student Mailing Address, etc.
Jira Legacy
server	System JIRA
serverId

• Permanent address = Home Address;

• Business address = Business Address;

• SITS Address = Sydney Student Contact Address

• Internal USYD Address

• PO Boxes = Postal Address

Rules:

Default to Home Address for Household and Business Address for Organisations

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kOEAS/view

09 Nov 2022

Account Mailing Address Status

TEXT( Account.AQB__BillingStatus__c )

Picklist:

• Active

• Inactive = Deceased, Do Not Contact, etc.

• Last Known

• Needs Verification

• Return To Sender (RTS) = Post Office Drive - leave as is

• Partial Address = Street / State / Postcode / City is missing and needs to be fixed

For manual data entry, if a standard TAP user updates the address, the Mailing Address Status is automatically set to ‘Active’

For mass data activity such as re-formatting and data cleansing, it is imperative that users extract the Mailing Address Status along with the address details and re-upload the reformatted data with the pre-existing status. This will prevent Inactive, Last Known, RTS data being incorrectly marked as Active.

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kJEAS/view

Account Mailing Address

RTS Reason

Account Mailing Address

Phone

Account Phone is designed to represent the Phone number of the Physical Location eg The Household/Home Phone number, Non-Household Account the Business number. This number will be displayed on direct contacts.

Phone can be found on both the Household and the Non-Household Account.

Account Phone = Home Phone

Mobile Phone = Individual Phone

Account Permanent Address

Contact

Name

Contact

Secondary Contact Type

Categorisation of the contact & contact pairs:

Alumni = Graduated with a Sydney University Award (Diploma/Undergraduate/Post Graduate) and they have an Award Date + Award Conferred (Conferred Date).

Alumni Affiliate = Graduated from one of the various institutions that Sydney Uni acquired over the years.

Graduand = Fulfilled all course requirements, and assessed as eligible, have an Award date, but Award yet to be conferred (No conferred date).

Donor = TAP-211 Definition of Donor

Staff / Former Staff = Staff / Former Staff

Organisation Contact = Organisation Contact

Friend = Associated with Sydney University through volunteering, etc.

Student = Enrolled as Student with Sydney University

• AVE-16 Contact Types

• TAP-211 Definition of Donor

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-79

Rules:

1. No empty primary contact type

2. Primary contacts can only be as per the list in AVE-16

3. “Parent of Student - Alumni” cannot be primary, only secondary

4. Secondary contact type is as per the table values in Jira ticket (AVE-16 Contact Types )

5. Never have friend as secondary contact

6. If contact type is empty, then should default to Friend.

7. Grateful Patient status is found in the Special Category field. It should not be in contact type because it is sensitive information

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2k4EAC/view

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6WkEAK/view

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jaEAC/view

Contact

Salutation

Salutation

Affinaquest Salutations Derivation

Contact

Do Not Contact

(AQB__DoNotContact__c)

None

Boolean Y/N

• People who advise they do not want to be contacted;

• People that are deemed Deceased needs to be marked DNC

• All Wellbeing Contacts

Contact

Do Not Solicit

Boolean Y/N

Contact

Deceased

Lightning Contact Utilities

Lightning Contact Utilities

Image Removed

Can only be done by the GA Team

Contact

Is Influential Alumni

Contact

Lost

Image Removed

System Calculated Y/N Field:

IF(
AND(
ISBLANK( Phone ),
ISBLANK( MobilePhone ),
ISBLANK( HomePhone ),
ISBLANK( AQB__BusinessPhone__c ),
ISBLANK( AQB__MobileWork__c ),
ISBLANK( AssistantPhone ),
ISBLANK( Fax ),
ISBLANK( OtherPhone ),
ISBLANK( Email ),
ISBLANK( AQB__PersonalEmail__c ),
ISBLANK( AQB__BusinessEmail__c ),
ISBLANK( AQB__SchoolEmail__c ),
ISBLANK( USYD_Best_Contact_Email__c ),
ISBLANK( AQB__OtherEmail__c ),
ISBLANK( AQB__BusinessAddress__c ),
ISBLANK( USYD_Contact_Mailing_Street__c ),
ISBLANK( USYD_Contact_Mailing_City__c ),
ISBLANK( USYD_Contact_Mailing_State__c ),
ISBLANK( USYD_Contact_Mailing_Zip_Postal_Code__c ),
ISBLANK( USYD_Contact_Mailing_Country__c ),
ISBLANK( OtherStreet ),
ISBLANK( OtherCity ),
ISBLANK( OtherState ),
ISBLANK( OtherPostalCode ),
ISBLANK( OtherCountry )
),
TRUE,
FALSE
)

Lost: a contact who does not have any active modes of contact (excludes LinkedIn URL)

https://sydneyuni-adv.lightning.force.com/lightning/setup/ObjectManager/Contact/FieldsAndRelationships/00N4a000000W1yD/view

• TAP-1355

Drop Down List:

Image Added

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-187

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-1355

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-1364

  - See ticket for development and final values

Rules:

Home Address = Default for Household Contacts (Merge “Home” + “Home Address - Unverified” + “Residential Address” to here)

Business Address = Default for Business Contacts (Merge “Business” to here)

Postal Address = Where the address is a PO Box

Internal USYD Address = Staff, etc that uses USyd Addresses

SITS Contact Address = the address is coming from SITS with a type of "Contact Address". Basically this is the address preferred by Student to communicate to them.

Other Student Address = Student Accommodation

Other - Seasonal + Vacation

• Can only be Home Address; Business Address; Postal Address; Internal USYD Address; SITS Contact Address; Other Student Address; Other

• When Address contains PO Box then should be Postal Address;

• When Account Type = Household, then default to Home Address;

• When Account Type = Household, then cannot be Business Address

• When Account Type <> Household can only be Business Address or Postal Address

09 Nov 2022

Account Mailing Address

Account Mailing Address Status

TEXT( Account.AQB__BillingStatus__c )

Picklist:

• Active

• Inactive = Deceased, Do Not Contact, etc.

• Last Known

• Needs Verification

• Return To Sender (RTS) = Post Office Drive - leave as is

• Partial Address = Street / State / Postcode / City is missing and needs to be fixed

For manual data entry, if a standard TAP user updates the address, the Mailing Address Status is automatically set to ‘Active’

For mass data activity such as re-formatting and data cleansing, it is imperative that users extract the Mailing Address Status along with the address details and re-upload the reformatted data with the pre-existing status. This will prevent Inactive, Last Known, RTS data being incorrectly marked as Active.

Picklist:

• Active

• Inactive = Deceased, Do Not Contact, etc.

• Last Known

• Needs Verification

• Return To Sender (RTS) = Post Office Drive - leave as is

• Partial Address = Street / State / Postcode / City is missing and needs to be fixed

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kJEAS/view

Account Mailing Address

RTS Reason

Account Mailing Address

Phone

Account Phone is designed to represent the Phone number of the Physical Location eg The Household/Home Phone number, Non-Household Account the Business number. This number will be displayed on direct contacts.

Phone can be found on both the Household and the Non-Household Account.

Account Phone = Home Phone

Mobile Phone = Mobile Phone

• Mobile phones can only be 04 / 05

• Landlines everything else

• Need to be in the format +61 xxx xxx xxx

Account Permanent Address

Contact

Name

Contact

Contact Type /

Secondary Contact Type

Categorisation of the contact & contact pairs:

Alumni = Graduated with a Sydney University Award (Diploma/Undergraduate/Post Graduate) and they have an Award Date + Award Conferred (Conferred Date).

Alumni Affiliate = Graduated from one of the various institutions that Sydney Uni acquired over the years.

Graduand = Fulfilled all course requirements, and assessed as eligible, have an Award date, but Award yet to be conferred (No conferred date).

Donor = TAP-211 Definition of Donor

Staff / Former Staff = Staff / Former Staff

Organisation Contact = Organisation Contact

Friend = Associated with Sydney University through volunteering, etc.

Student = Enrolled as Student with Sydney University

• AVE-16 Contact Types

• TAP-211 Definition of Donor

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-79

Rules:

1. No empty primary contact type

2. Primary contacts can only be as per the list in AVE-16

3. “Parent of Student - Alumni” cannot be primary, only secondary

4. Secondary contact type is as per the table values in Jira ticket (AVE-16 Contact Types )

5. Never have friend as secondary contact

6. If contact type is empty, then should default to Friend.

7. Grateful Patient status is found in the Special Category field. It should not be in contact type because it is sensitive information

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2k4EAC/view

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6WkEAK/view

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jaEAC/view

Contact

Salutation

Salutation

Affinaquest Salutations Derivation

Contact

Do Not Contact

(AQB__DoNotContact__c)

None

Boolean Y/N

• People who advise they do not want to be contacted;

• People that are deemed Deceased needs to be marked DNC

• All Wellbeing Contacts

Contact

Do Not Solicit

Boolean Y/N

Contact

Deceased

Lightning Contact Utilities

Lightning Contact Utilities

Image Added

Can only be done by the GA Team

Contact

Is Influential Alumni

Contact

Lost

Image Added

System Calculated Y/N Field:

IF(
AND(
ISBLANK( Phone ),
ISBLANK( MobilePhone ),
ISBLANK( HomePhone ),
ISBLANK( AQB__BusinessPhone__c ),
ISBLANK( AQB__MobileWork__c ),
ISBLANK( AssistantPhone ),
ISBLANK( Fax ),
ISBLANK( OtherPhone ),
ISBLANK( Email ),
ISBLANK( AQB__PersonalEmail__c ),
ISBLANK( AQB__BusinessEmail__c ),
ISBLANK( AQB__SchoolEmail__c ),
ISBLANK( USYD_Best_Contact_Email__c ),
ISBLANK( AQB__OtherEmail__c ),
ISBLANK( AQB__BusinessAddress__c ),
ISBLANK( USYD_Contact_Mailing_Street__c ),
ISBLANK( USYD_Contact_Mailing_City__c ),
ISBLANK( USYD_Contact_Mailing_State__c ),
ISBLANK( USYD_Contact_Mailing_Zip_Postal_Code__c ),
ISBLANK( USYD_Contact_Mailing_Country__c ),
ISBLANK( OtherStreet ),
ISBLANK( OtherCity ),
ISBLANK( OtherState ),
ISBLANK( OtherPostalCode ),
ISBLANK( OtherCountry )
),
TRUE,
FALSE
)

Lost: a contact who does not have any active modes of contact (excludes LinkedIn URL)

https://sydneyuni-adv.lightning.force.com/lightning/setup/ObjectManager/Contact/FieldsAndRelationships/00N4a000000W1yD/view

Official USyd definition of “Lost Contact” : Strict - All fields in all the contact methods must be blank, (as opposed to incomplete addresses where some fields are blank and make the contact uncontactable).

Contact: Primary Diploma/Degree

Contact: Address Preference

Contact Mailing Address

• AVE-107 Address Management

• Address Formatting Business Rules

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. At the point, contact type is moved from Graduand to Alumni, all Student Accomodation addresses/Emails (@uni.sydney) should be deactivated and deleted from the main page.

Contact: Address Preference

Address Preference

Image Added

A read only field used to indicate what type of address the contact current mailing address is associated.

Pick List:

• Account Mailing

• Business

• Alternate

Rules:

• Account Type = Household → Auto Defaulted to ‘Account Mailing’.

• Account Type = Corporation → Business

• If Address Blank then <Blank>

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-

• Permanent address = Home Address;

• Business address = Business Address;

• SITS Address = Sydney Student Contact Address

• Internal USYD Address

• PO Boxes = Postal Address

Rules:

Default to Home Address for Household and Business Address for Organisations

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kOEAS/view

09 Nov 2022

Contact: Address Preference

RTS Reason

Account/Contact

Address DPID

‘Address DPID’ is a USYD Custom field. It holds an eight digit numerical value.

This field contains the eight digit Delivery Point Identifier (DPID) associated with a unique address in Australia. The Delivery Point Identifier (DPID) is a randomly generated, unique 8-digit number, which is allocated for every new address added to the Australia Post source address database. All DPIDs for complete addresses fall within the range of 30000000 to 99999999.

A workflow is in place that if the Address is updated to a new value, the DPID will be stripped from the field to ensure it remains consistent with the address.

DPID will not be added uniquely by a user, without an on screen validation tool within salesforce, this field will be updated on mass through the validation of address data through applications like Experian.

Address data will be validated and DPID supplied to associated address by validation tools. DPID numerical value will be imported into the ‘Address DPID’ field.

Address DPID should be exported along with address fields on all print mail lists eg Direct Mail Appeals, SAM Print

Contact: Phone and Email Preference

Phone Preference

Managed field that populates Phone field

Drop Down box with the values of the 4x Telephone types below.

Image Removed

Phone is a linked field, syncing to the value on the associated ‘Phone Preference’ selection. eg Mobile.

• 25

• <> Isnull

• When Account Type = Household = Account Mailing

• When Account Type <> Household = Business

22 Mar 2023

Contact: Address Preference

Mailing Address Status

Picklist:

• Active

• Inactive

• Last Known

• Needs Verification

• Return To Sender (RTS)

• Partial Address

For manual data entry, if a standard TAP user updates the address, the Mailing Address Status is automatically set to ‘Active’

For mass data activity such as re-formatting and data cleansing, it is imperative that users extract the Mailing Address Status along with the address details and re-upload the reformatted data with the pre-existing status. This will prevent Inactive, Last Known, RTS data being incorrectly marked as Active.

Picklist:

• Active

• Inactive = Deceased, Do Not Contact, etc.

• Last Known

• Needs Verification

• Return To Sender (RTS) = Post Office Drive - leave as is

• Partial Address = Street / State / Postcode / City is missing and needs to be fixed

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kJEAS/view

Contact: Address Preference

Mailing Address Type

Drop Down List:

Image Added

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-187

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-1355

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-1364

  - See ticket for development and final values

Rules:

Home Address = Default for Household Contacts (Merge “Home” + “Home Address - Unverified” + “Residential Address” to here)

Business Address = Default for Business Contacts (Merge “Business” to here)

Postal Address = Where the address is a PO Box

Internal USYD Address = Staff, etc that uses USyd Addresses

SITS Contact Address = the address is coming from SITS with a type of "Contact Address". Basically this is the address preferred by Student to communicate to them.

Other Student Address = Student Accommodation

Other - Seasonal + Vacation

• Can only be Home Address; Business Address; Postal Address; Internal USYD Address; SITS Contact Address; Other Student Address; Other

• When Address contains PO Box then should be Postal Address;

• When Account Type = Household, then default to Home Address;

• When Account Type = Household, then cannot be Business Address

• When Account Type <> Household can only be Business Address or Postal Address

Contact: Address Preference

RTS Reason

Account/Contact

Address DPID

‘Address DPID’ is a USYD Custom field. It holds an eight digit numerical value.

This field contains the eight digit Delivery Point Identifier (DPID) associated with a unique address in Australia. The Delivery Point Identifier (DPID) is a randomly generated, unique 8-digit number, which is allocated for every new address added to the Australia Post source address database. All DPIDs for complete addresses fall within the range of 30000000 to 99999999.

A workflow is in place that if the Address is updated to a new value, the DPID will be stripped from the field to ensure it remains consistent with the address.

DPID will not be added uniquely by a user, without an on screen validation tool within salesforce, this field will be updated on mass through the validation of address data through applications like Experian.

Address data will be validated and DPID supplied to associated address by validation tools. DPID numerical value will be imported into the ‘Address DPID’ field.

Address DPID should be exported along with address fields on all print mail lists eg Direct Mail Appeals, SAM Print

Contact: Phone and Email Preference

Phone Preference

Managed field that populates Phone field

AVE-106 Phone Number and Email integrity

Drop Down box with the values of the 4x Telephone types below.

Image Added

Phone is a linked field, syncing to the value on the associated ‘Phone Preference’ selection. eg Mobile.

If Do Not Call box are ticked, it will not display a Preferred Telephone Number.

AVE-106 Phone Number and Email integrity

Business Rule:

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-860

• Phone preference be defaulted to “Mobile” (because iMod leads are coming in with Mobile numbers)

• Email preference defaulted to “Personal Email”.

30 Nov 2022

Contact: Phone and Email Preference

Phone

AVE-106 Phone Number and Email integrity

Phone is calculated field, pulling the values from the corresponding fields below. If Do Not Call box are ticked, it will not display a telephone number.

Image Added

• Business Phone is a linked field pulling from the contacts employment record.

Phone is a standard Salesforce field.

Phone is a linked field, syncing to the value on the associated ‘Phone Preference’ selection. eg Mobile.

If Do Not Call box are ticked, it will not display a Preferred Telephone Number.

AVE-106 Phone Number and Email integrity

30 Nov 2022

Contact: Phone and Email Preference

Account Phone

No

AVE-106 Phone Number and Email integrity

Phone at Account Mailing Address

Business Rules Meetings Minutes :

• Australian Land Lines

Contact: Phone and Email Preference

Business Phone

No

AVE-106 Phone Number and Email integrity

Phone at Contacts Primary Business Location

• Phone at Contacts Primary Business Location

Contact: Phone and Email Preference

Mobile Phone

No

AVE-106 Phone Number and Email integrity

Business RuleRules Meetings Minutes :

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-860

• Phone preference be defaulted to “Mobile” (because iMod leads are coming in with Mobile numbers)

• Email preference defaulted to “Personal Email”.

30 Nov 2022

Contact: Phone and Email Preference

Phone

Phone is calculated field, pulling the values from the corresponding fields below. If Do Not Call box are ticked, it will not display a telephone number.

Image Removed

• Business Phone is a linked field pulling from the contacts employment record.

Phone is a standard Salesforce field.

Phone is a linked field, syncing to the value on the associated ‘Phone Preference’ selection. eg Mobile.

• Australian Mobile Phones

Within Australia, mobile phone numbers begin with 04 or 05 – the Australian national trunk code 0, plus the mobile indicator 4 or 5 – followed by eight digits. This is generally written as 04XX XXX XXX within Australia, or as +61 4XX XXX XXX for an international audience

• Length => 10

• Starts with “+” or “04” OR “05”

  • Look for “61” to add “+”

  • Look for “4” / “5” to add “0”

• Not Like 12345678

• Not like 000 000 000

• Not Like 999 999 999

Contact: Phone and Email Preference

Fax

No

AVE-106 Phone Number and Email integrity

30 Nov 2022

Contact: Phone and Email Preference

Email Preference AnchorEmail-PreferenceEmail-Preference

Managed field that populates Email fieldManaged field that populates Email field

AVE-106 Phone Number and Email integrity

Managed Picklist: values of the 4x email types below.

In reports, field ‘Preferred Email 'suppresses the field value in reports when a contact is marked as either do not email or do not contact. Value will still be visible on screen, and can still be extracted in reports from Field 'Email’ or specific email type. AVE-106 Phone Number and Email integrity

Business Rule:

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-860

• Phone preference be defaulted to “Mobile” (because iMod leads are coming in with Mobile numbers)

• Email preference defaulted to “Personal Email”.

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5TkEAK/view

Contact: Phone and Email Preference

Email AnchorEmailEmail

AVE-106 Phone Number and Email integrity

Email is calculated field, pulling the values from the corresponding fields below. If Email Opt Out box are ticked, it will not display an email address.

Email is a standard Salesforce field.

Email is a linked field, syncing to the value on the associated ‘Email Preference’ selection. eg Personal Email.

When an ‘Email Preference’ is selected, a link is formed with the value in the email fields, changes to the associated email field or into ‘Email’ directly will affect a change to the the corresponding linked field value.

In reports, field ‘Preferred Email 'suppresses the field value in reports when a contact is marked as either do not email or do not contact. Value will still be visible on screen, and can still be extracted in reports from Field 'Email’ or specific email type.

Validations are in place to prevent a preference being selected with a null value.

Rules:

1. Bounced emails needs to be removed from all fields, including alternate channels.

2. USyd deactivates student emails after graduation - remove Graduant / Alumni student emails

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5sfEAC/view

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9u0EAC/view

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6FAEA0/view

• https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KPH0EAO/view

Contact: Phone and Email Preference

Business Email

Managed Field - Email at contact's primary place of employment - AQB__BusinessEmail__c

AVE-106 Phone Number and Email integrity

Email at contact's primary place of employment

Contact: Phone and Email Preference

Preferred Email

Captures Email if either or both Do Not Email and Do Not Contact are unchecked:

IF(OR(HasOptedOutOfEmail = TRUE,AQB__DoNotContact__c= TRUE) ,"",USYD_Best_Contact_Email__c)

AVE-106 Phone Number and Email integrity

Alternate ID’s

Alternate ID’s (Nonunique Alternative id)

Store Student, Staff, Seymore Centre, etc ID’s

Values are captured in field Nonunique Alternative id (Not Alternative Id’s)

• All Contact Type ‘Alumni’, ‘Graduant’, ‘Student’ should have Student ID’s,

• All Contact Type ‘Staff’ should have Staff ID’s,

• Student id must = 9 Characters

• Contact Type = Alumni, Graduant, Student, then Nonunique Alternative id cannot be NULL

Award Recipients

Award

https://www.sydney.edu.au/scholarships/

Education

Schools / Faculty Mapping

Employment

Industry

AVE-102 Industry Cleanup

Gift Recognition Credits

Transaction

Acknowledgement

Transaction

COA DFN

look up from COA

Transaction

COA code

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Transaction

COA designation

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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