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Object: AQB__EngagementScoringRule__c

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Object: AQB__EngagementScoringRule__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Engagement Scoring Rule Name

TEXT(80)

 

CreatedDate

Created Date

DATETIME

 

CreatedById

Created By ID

LOOKUP

 

LastModifiedDate

Last Modified Date

DATETIME

 

LastModifiedById

Last Modified By ID

LOOKUP

 

SystemModstamp

System Modstamp

DATETIME

 

AQB__Active__c

Active

CHECKBOX

Dictates whether the rule is active or inactive.

AQB__Category__c

Category

PICKLIST

Categories for engagement distinction as defined by CASE.

AQB__Description__c

Description

TEXT AREA (LONG)(1000)

Used to describe the engagement scoring rule as needed.

AQB__Object__c

Object

PICKLIST

The object selected in this field will dictate the fields that can be used when selecting filter criteria for the rule.

AQB__OwnerUnit__c

Owner Unit

PICKLIST

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

AQB__Rule__c

Rule

TEXT AREA (LONG)(2000)

Holds the filter criteria for the rule

AQB__Score__c

Score

NUMBER(4,0)

Value associated with the defined rule

Triggers

Name

Label

Name

Label

EngagementScoringRule

AQB.EngagementScoringRule

Fields Details

Name

Id

Label

Record ID

Type

ID

Required

Yes

Name

OwnerId

Label

Owner ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

IsDeleted

Label

Deleted

Type

CHECKBOX

Required

Yes

Default value

false

Name

Name

Label

Engagement Scoring Rule Name

Type

TEXT(80)

Name

CreatedDate

Label

Created Date

Type

DATETIME

Required

Yes

Name

CreatedById

Label

Created By ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

LastModifiedDate

Label

Last Modified Date

Type

DATETIME

Required

Yes

Name

LastModifiedById

Label

Last Modified By ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

SystemModstamp

Label

System Modstamp

Type

DATETIME

Required

Yes

Name

AQB__Active__c

Label

Active

Type

CHECKBOX

Required

Yes

Help Text

If the active box is not checked the rule will not run.

Default value

true

Description

Dictates whether the rule is active or inactive.

Name

AQB__Category__c

Label

Category

Type

PICKLIST

Required

Yes

Help Text

Select the category for the score to be held in.

Picklist values

Communications
Experiential
Philanthropic
Volunteer

Description

Categories for engagement distinction as defined by CASE.

Name

AQB__Description__c

Label

Description

Type

TEXT AREA (LONG)(1000)

Description

Used to describe the engagement scoring rule as needed.

Name

AQB__Object__c

Label

Object

Type

PICKLIST

Required

Yes

Help Text

Used to select the object in which the rule will be based on.

Picklist values

AQB__Accolade__c
Event
AQB__Alert__c
AQB__AQAddress__c
AQB__AreaOfStudy__c
AQB__AwardRecipients__c
CampaignMember
AQB__ClassNote__c
Contact
OpportunityContactRole
AQB__Education__c
AQB__Employment__c
AQB__EventGuest__c
AQB__Registration__c
AQB__GiftCredit__c
AQB__Interest__c
AQB__KeyContact__c
AQB__Media_Reference__c
AQB__Membership__c
AQB__Affiliation__c
AQB__RelationshipContact__c
AQB__Research_Reference__c
AQB__Screening__c
AQB__Solicitation_Credit__c
AQB__StewardshipPlan__c
AQB__StudentInterest__c
AQB__Summary__c
Task
AQB__ThankYouToken__c
AQB__Tribute__c
AQB__VolunteerPosition__c

Description

The object selected in this field will dictate the fields that can be used when selecting filter criteria for the rule.

Name

AQB__OwnerUnit__c

Label

Owner Unit

Type

PICKLIST

Help Text

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

Picklist values

Advancement Services
Alumni and Supporter Relations
Development
Prospect Development

Description

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

Name

AQB__Rule__c

Label

Rule

Type

TEXT AREA (LONG)(2000)

Help Text

The "test rule" button will display a sample of records meeting the set criteral in the rule field. It will include record IDs for the object selected in the "Object" field.

Description

Holds the filter criteria for the rule

Name

AQB__Score__c

Label

Score

Type

NUMBER(4,0)

Required

Yes

Help Text

If users edit the score value within a rule to be lower than a previous score value, a reset batch will need to be ran for the new score value to be reflected.

Description

Value associated with the defined rule

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