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Object: AQB__Financial_Asset__c

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Object: AQB__Financial_Asset__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Financial Asset 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

 

LastActivityDate

Last Activity Date

DATE

 

AQB__Account__c

Account

LOOKUP

 

AQB__Comment__c

Comment

TEXT AREA (LONG)(32768)

 

AQB__Contact__c

Contact

LOOKUP

 

AQB__DateofAcquisition__c

Date of Acquisition

DATE

 

AQB__DateofDisposition__c

Date of Disposition

DATE

 

AQB__DateofValuation__c

Date of Valuation

DATE

 

AQB__Description__c

Description

TEXT AREA(255)

 

AQB__LastVerifiedBy__c

Last Verified By

LOOKUP

 

AQB__LastVerifiedOn__c

Last Verified On

DATE

 

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__Source__c

Source

TEXT(80)

 

AQB__Value__c

Value

CURRENCY(16,0)

 

Wealth_Type__c

Wealth Type

PICKLIST

AQ_Custom

aqcv_conversionid__c

aqcv conversionid

TEXT(255)

Unique id

AQB__AssetType__c

Asset Type

PICKLIST

 

AQB__WealthType__c

Wealth Type

PICKLIST

 

Triggers

Name

Label

Name

Label

FinancialAssetTrigger

AQB.FinancialAssetTrigger

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

Financial Asset 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

LastActivityDate

Label

Last Activity Date

Type

DATE

Name

AQB__Account__c

Label

Account

Type

LOOKUP

Foreign key

Yes

Help Text

Account owning this asset

Name

AQB__Comment__c

Label

Comment

Type

TEXT AREA (LONG)(32768)

Help Text

Comments concerning this financial asset.

Name

AQB__Contact__c

Label

Contact

Type

LOOKUP

Foreign key

Yes

Help Text

Contact owning this asset.

Name

AQB__DateofAcquisition__c

Label

Date of Acquisition

Type

DATE

Help Text

Date asset was acquired.

Name

AQB__DateofDisposition__c

Label

Date of Disposition

Type

DATE

Help Text

Date asset was sold.

Name

AQB__DateofValuation__c

Label

Date of Valuation

Type

DATE

Help Text

Date asset was valuated.

Name

AQB__Description__c

Label

Description

Type

TEXT AREA(255)

Help Text

Description of this asset.

Name

AQB__LastVerifiedBy__c

Label

Last Verified By

Type

LOOKUP

Foreign key

Yes

Help Text

The last User to have verified information about this item.

Name

AQB__LastVerifiedOn__c

Label

Last Verified On

Type

DATE

Help Text

The last date on which information was verified about this item.

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__Source__c

Label

Source

Type

TEXT(80)

Help Text

Source of this financial information.

Name

AQB__Value__c

Label

Value

Type

CURRENCY(16,0)

Help Text

Value of this asset.

Name

Wealth_Type__c

Label

Wealth Type

Type

PICKLIST

Help Text

Indicates the wealth type

Picklist values

Affluence Bands
Business
Collection
Experian Factor 2
Household
Inheritance
Investment
Liquid Assets
Non-Liquid Assets
Real Estate
Salary
Unspecified

Description

AQ_Custom

Name

aqcv_conversionid__c

Label

aqcv conversionid

Type

TEXT(255)

Unique

Yes

Description

Unique id

Name

AQB__AssetType__c

Label

Asset Type

Type

PICKLIST

Picklist values

Mineral Rights
Property
Securities Portfolios

Name

AQB__WealthType__c

Label

Wealth Type

Type

PICKLIST

Picklist values

Personal Property
Monetary Savings
Capital Wealth

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