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Object: AQB__CampaignFund__c

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Object: AQB__CampaignFund__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Fundraising Campaign

TEXT(80)

 

RecordTypeId

Record Type ID

LOOKUP

 

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

 

LastViewedDate

Last Viewed Date

DATETIME

 

LastReferencedDate

Last Referenced Date

DATETIME

 

AQB__Alert__c

Alert

TEXT AREA (LONG)(4000)

 

AQB__All_Fundraising_Campaigns__c

All Fundraising Campaigns

TEXT(20)

Field used to group all fundraising campaigns into one group on reports so that a total ROI can be displayed.

AQB__Business_Unit__c

Business Unit

PICKLIST

 

AQB__CampaignFundExternalID__c

Fund External ID

TEXT(80)

An internal field used during the import of Fund data.

AQB__Description__c

Description

TEXT AREA(255)

Any free text information you wish to associate with this Campaign Fund.

AQB__DonorGoal__c

Donor Goal

NUMBER(9,0)

 

AQB__EndDate__c

End Date

DATE

The closing date for this Campaign Fund.

AQB__FundBudget__c

Fundraising Campaign Budget

CURRENCY(9,2)

The budgeted amount for this Fundraising Campaign, exclusive of the budgets for the individual Campaign Appeals within it.

AQB__IncludeinAnnualFundDashboard__c

Include in Annual Fund Dashboard

CHECKBOX

 

AQB__InstitutionalUnit__c

Institutional Unit

LOOKUP

The Institutional Unit associated with this Fundraising Campaign.

AQB__IsActive__c

Active

CHECKBOX

An indicator that the Campaign Fund is or is not Active. May be manually set to 'Active' or it will be automatically set to 'Active' if any of the associated Campaigns are set to 'Active'. Giving transactions can only be posted to 'Active' Campaigns.

AQB__KPIChart1__c

KPI Chart 1

TEXT(50)

 

AQB__KPIChart2__c

KPI Chart 2

TEXT(50)

 

AQB__KPIChart3__c

KPI Chart 3

TEXT(50)

 

AQB__KPIChart4__c

KPI Chart 4

TEXT(50)

 

AQB__KPIChart5__c

KPI Chart 5

TEXT(50)

 

AQB__KPIChart6__c

KPI Chart 6

TEXT(50)

 

AQB__KPIChartSize__c

KPI Chart Size

PICKLIST

 

AQB__Master_Fundraising_Campaign__c

Master Fundraising Campaign

PICKLIST (MULTI-SELECT)

 

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__PercentComplete__c

Percent Complete

FORMULA (PERCENT)(16,2)

Based on the Start and Stop dates, the system calculates the percentage of completion for this Campaign Fund. This percentage is used in the calculation of the KPI's for this Campaign Fund.

AQB__PercentofRevenueGoalAttained__c

Percent of Revenue Goal Attained

FORMULA (PERCENT)(18,0)

A calculation of the percentage of the Campaign Revenue Goal that has been received to date.

AQB__ResponseRateGoal__c

Response Rate Goal

PERCENT(2,0)

The institution-defined target rate at which the Accounts which will be solicited for this Fund are hoped to respond with a donation, to one or more of the Campaigns in this Fund.

AQB__RevenueCalculation__c

Revenue Calculation

PICKLIST

A picklist, allowing you to determine whether 'Revenue' for this Fund is to be defined as Payments (only), Payments and Unconditional Pledges, or Payments and All Pledges.

AQB__RevenueGoal__c

Revenue Goal

CURRENCY(10,0)

The monetary target amount of all donations to all Campaigns that make up this Fund.

AQB__StartDate__c

Start Date

DATE

The beginning date for this Campaign Fund.

AQB__Status__c

Status

PICKLIST

The status of this Campaign Fund, such as Planned, Completed, In Progress, or Aborted.

AQB__TotalCommitments__c

Total Commitments

FORMULA (CURRENCY)(16,2)

The system-calculated sum of all donations made to any of the Campaigns that are part of this Fund. (Payments and all Pledges.)

AQB__TotalExpenses__c

Total Expenses

FORMULA (CURRENCY)(16,2)

The system-calculated sum of all Expenses associated with any of the Campaigns that are part of this Fund and with the Fund itself.

AQB__TotalRevenue__c

Total Revenue

FORMULA (CURRENCY)(16,2)

The system-calculated sum of all revenue donations made to any of the Campaigns that are part of this Fund, based on your definition of 'revenue' in the Revenue Calculation field.

AQB__CampaignBudgets__c

Campaign Appeal Budgets

ROLL-UP SUMMARY

A sum of the Budget Amounts from all Campaign Appeals that are part of this Fund.

AQB__CampaignExpenses__c

Campaign Appeal Expenses

ROLL-UP SUMMARY

A sum of the Campaign Appeal Expenses from all Campaign Appeals that are part of this Fund.

AQB__ConditionalPledgeBalance__c

Conditional Pledge Balance

ROLL-UP SUMMARY

A sum of the Conditional Pledges posted to all Campaigns that are part of this Fund.

AQB__FundExpenses__c

Fundraising Campaign Expenses

ROLL-UP SUMMARY

The sum of the expenditures for this Fund itself, exclusive of those for the individual Campaigns within it.

AQB__MatchingGiftPaymentsDue__c

Matching Gift Payments Due

ROLL-UP SUMMARY

A sum of the amounts of all Matching Gift Payments that are due for all Campaigns that are part of this Fund.

AQB__MatchingGiftPaymentsMade__c

Matching Gift Payments Made

ROLL-UP SUMMARY

A sum of the amounts of all Matching Gift Payments that have been received for all Campaigns that are part of this Fund.

AQB__Payments__c

Payments

ROLL-UP SUMMARY

A sum of the amounts of all Payments that have been received for all Campaigns that are part of this Fund.

AQB__UnconditionalPledgeBalance__c

Unconditional Pledge Balance

ROLL-UP SUMMARY

The system-calculated sum of the balances for all Unconditional Pledges made to any of the Campaigns that are part of this Fund.

aqcv_conversionid__c

AQCV ConversionId

TEXT(255)

Unique id

Validation rules

Name

Label

Name

Label

Response_Rate_Goal

Response_Rate_Goal

Response_Rate_Goal_Greater_than_0

Response_Rate_Goal_Greater_than_0

Revenue_Goal

Revenue_Goal

Revenue_Goal_Greater_than_zero

Revenue_Goal_Greater_than_zero

Triggers

Name

Label

Name

Label

CampaignFundBeforeUpsert

AQB.CampaignFundBeforeUpsert

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

Fundraising Campaign

Type

TEXT(80)

Name

RecordTypeId

Label

Record Type ID

Type

LOOKUP

Foreign key

Yes

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

LastViewedDate

Label

Last Viewed Date

Type

DATETIME

Name

LastReferencedDate

Label

Last Referenced Date

Type

DATETIME

Name

AQB__Alert__c

Label

Alert

Type

TEXT AREA (LONG)(4000)

Help Text

An alert that should display whenever the Fundraising Campaign is displayed.

Name

AQB__All_Fundraising_Campaigns__c

Label

All Fundraising Campaigns

Type

TEXT(20)

Help Text

DO NOT DISPLAY

Default value

"All Fund Campaigns"

Description

Field used to group all fundraising campaigns into one group on reports so that a total ROI can be displayed.

Name

AQB__Business_Unit__c

Label

Business Unit

Type

PICKLIST

Help Text

Help me figure this out.

Picklist values

A&S Sciences
Business School
Law School

Name

AQB__CampaignFundExternalID__c

Label

Fund External ID

Type

TEXT(80)

Unique

Yes

Help Text

An internal field used during the import of Fund data.

Description

An internal field used during the import of Fund data.

Name

AQB__Description__c

Label

Description

Type

TEXT AREA(255)

Help Text

Any free text information you wish to associate with this Campaign Fund.

Description

Any free text information you wish to associate with this Campaign Fund.

Name

AQB__DonorGoal__c

Label

Donor Goal

Type

NUMBER(9,0)

Help Text

The goal for the total number of donors to this Fundraising Campaign.

Name

AQB__EndDate__c

Label

End Date

Type

DATE

Help Text

The closing date for this Campaign Fund.

Description

The closing date for this Campaign Fund.

Name

AQB__FundBudget__c

Label

Fundraising Campaign Budget

Type

CURRENCY(9,2)

Help Text

The budgeted amount for this Fundraising Campaign, exclusive of the budgets for the individual Campaign Appeals within it.

Description

The budgeted amount for this Fundraising Campaign, exclusive of the budgets for the individual Campaign Appeals within it.

Name

AQB__IncludeinAnnualFundDashboard__c

Label

Include in Annual Fund Dashboard

Type

CHECKBOX

Required

Yes

Help Text

Indicates that the results of this Fundraising Campaign should be included in the Annual Fund Dashboard.

Default value

false

Name

AQB__InstitutionalUnit__c

Label

Institutional Unit

Type

LOOKUP

Foreign key

Yes

Help Text

The Institutional Unit associated with this Fundraising Campaign.

Description

The Institutional Unit associated with this Fundraising Campaign.

Name

AQB__IsActive__c

Label

Active

Type

CHECKBOX

Required

Yes

Help Text

An indicator that the Campaign Fund is or is not Active. May be manually set to 'Active' or it will be automatically set to 'Active' if any of the associated Campaigns are set to 'Active'. Giving transactions can only be posted to 'Active' Campaigns.

Default value

false

Description

An indicator that the Campaign Fund is or is not Active. May be manually set to 'Active' or it will be automatically set to 'Active' if any of the associated Campaigns are set to 'Active'. Giving transactions can only be posted to 'Active' Campaigns.

Name

AQB__KPIChart1__c

Label

KPI Chart 1

Type

TEXT(50)

Help Text

Name of report to display on Chart1 VisualForce page on page layout.

Default value

IF( $RecordType.Name ='Perennial','AQ FC Perennial Total by Designation','AQ FC Fixed Total by Designation')

Name

AQB__KPIChart2__c

Label

KPI Chart 2

Type

TEXT(50)

Help Text

Name of report to display on Chart2 VisualForce page on page layout.

Default value

IF( $RecordType.Name ='Perennial','AQ FC Perennial Donors','AQ FC Fixed Donors')

Name

AQB__KPIChart3__c

Label

KPI Chart 3

Type

TEXT(50)

Help Text

Name of report to display on Chart3 VisualForce page on page layout.

Default value

IF( $RecordType.Name ='Perennial','AQ FC Perennial Pledge Status','AQ FC Fixed Pledge Status')

Name

AQB__KPIChart4__c

Label

KPI Chart 4

Type

TEXT(50)

Help Text

Name of report to display on Chart4 VisualForce page on page layout.

Default value

IF( $RecordType.Name ='Perennial','AQ FC Perennial Average Gift','AQ FC Fixed Average Gift')

Name

AQB__KPIChart5__c

Label

KPI Chart 5

Type

TEXT(50)

Help Text

Name of report to display on Chart5 VisualForce page on page layout.

Default value

IF( $RecordType.Name ='Perennial','AQ FC Perennial Gifts by Campaign Appeal','AQ FC Fixed Gifts by Campaign Appeal')

Name

AQB__KPIChart6__c

Label

KPI Chart 6

Type

TEXT(50)

Help Text

Name of report to display on Chart6 VisualForce page on page layout.

Default value

IF( $RecordType.Name ='Perennial','AQ FC Perennial Donors by Campaign','AQ FC Fixed Donors by Campaign')

Name

AQB__KPIChartSize__c

Label

KPI Chart Size

Type

PICKLIST

Help Text

The size in which KPI charts should be rendered.

Picklist values

Small
Medium

Name

AQB__Master_Fundraising_Campaign__c

Label

Master Fundraising Campaign

Type

PICKLIST (MULTI-SELECT)

Help Text

This field is used to roll up Fundraising Campaigns on reports so that totals can be produced easily for multiple Fundraising Campaigns over various periods.

Picklist values

Campaign for a New Hospital
Centennial Capital Campaign

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__PercentComplete__c

Label

Percent Complete

Type

FORMULA (PERCENT)(16,2)

Help Text

Based on the Start and Stop dates, the system calculates the percentage of completion for this Campaign Fund. This percentage is used in the calculation of the KPI's for this Campaign Fund.

Description

Based on the Start and Stop dates, the system calculates the percentage of completion for this Campaign Fund. This percentage is used in the calculation of the KPI's for this Campaign Fund.

Name

AQB__PercentofRevenueGoalAttained__c

Label

Percent of Revenue Goal Attained

Type

FORMULA (PERCENT)(18,0)

Help Text

A calculation of the percentage of the Campaign Revenue Goal that has been received to date.

Description

A calculation of the percentage of the Campaign Revenue Goal that has been received to date.

Name

AQB__ResponseRateGoal__c

Label

Response Rate Goal

Type

PERCENT(2,0)

Help Text

The institution-defined target rate at which the Accounts which will be solicited for this Fund are hoped to respond with a donation, to one or more of the Campaigns in this Fund.

Default value

0.5

Description

The institution-defined target rate at which the Accounts which will be solicited for this Fund are hoped to respond with a donation, to one or more of the Campaigns in this Fund.

Name

AQB__RevenueCalculation__c

Label

Revenue Calculation

Type

PICKLIST

Help Text

A picklist, allowing you to determine whether 'Revenue' for this Fund is to be defined as Payments (only), Payments and Unconditional Pledges, or Payments and All Pledges.

Picklist values

Payments Only
Payments and Unconditional Pledges
Payments and All Pledges

Description

A picklist, allowing you to determine whether 'Revenue' for this Fund is to be defined as Payments (only), Payments and Unconditional Pledges, or Payments and All Pledges.

Name

AQB__RevenueGoal__c

Label

Revenue Goal

Type

CURRENCY(10,0)

Help Text

The monetary target amount of all donations to all Campaigns that make up this Fund.

Default value

1

Description

The monetary target amount of all donations to all Campaigns that make up this Fund.

Name

AQB__StartDate__c

Label

Start Date

Type

DATE

Help Text

The beginning date for this Campaign Fund.

Description

The beginning date for this Campaign Fund.

Name

AQB__Status__c

Label

Status

Type

PICKLIST

Help Text

The status of this Campaign Fund, such as Planned, Completed, In Progress, or Aborted.

Picklist values

Planned
In Progress
Completed

Description

The status of this Campaign Fund, such as Planned, Completed, In Progress, or Aborted.

Name

AQB__TotalCommitments__c

Label

Total Commitments

Type

FORMULA (CURRENCY)(16,2)

Help Text

The system-calculated sum of all donations made to any of the Campaigns that are part of this Fund. (Payments and all Pledges.)

Description

The system-calculated sum of all donations made to any of the Campaigns that are part of this Fund. (Payments and all Pledges.)

Name

AQB__TotalExpenses__c

Label

Total Expenses

Type

FORMULA (CURRENCY)(16,2)

Help Text

The system-calculated sum of all Expenses associated with any of the Campaigns that are part of this Fund and with the Fund itself.

Description

The system-calculated sum of all Expenses associated with any of the Campaigns that are part of this Fund and with the Fund itself.

Name

AQB__TotalRevenue__c

Label

Total Revenue

Type

FORMULA (CURRENCY)(16,2)

Help Text

The system-calculated sum of all revenue donations made to any of the Campaigns that are part of this Fund, based on your definition of 'revenue' in the Revenue Calculation field.

Description

The system-calculated sum of all revenue donations made to any of the Campaigns that are part of this Fund, based on your definition of 'revenue' in the Revenue Calculation field.

Name

AQB__CampaignBudgets__c

Label

Campaign Appeal Budgets

Type

ROLL-UP SUMMARY

Help Text

A sum of the Budget Amounts from all Campaign Appeals that are part of this Fund.

Description

A sum of the Budget Amounts from all Campaign Appeals that are part of this Fund.

Name

AQB__CampaignExpenses__c

Label

Campaign Appeal Expenses

Type

ROLL-UP SUMMARY

Help Text

A sum of the Campaign Appeal Expenses from all Campaign Appeals that are part of this Fund.

Description

A sum of the Campaign Appeal Expenses from all Campaign Appeals that are part of this Fund.

Name

AQB__ConditionalPledgeBalance__c

Label

Conditional Pledge Balance

Type

ROLL-UP SUMMARY

Help Text

A sum of the Conditional Pledges posted to all Campaigns that are part of this Fund.

Description

A sum of the Conditional Pledges posted to all Campaigns that are part of this Fund.

Name

AQB__FundExpenses__c

Label

Fundraising Campaign Expenses

Type

ROLL-UP SUMMARY

Help Text

The sum of the expenditures for this Fund itself, exclusive of those for the individual Campaigns within it.

Description

The sum of the expenditures for this Fund itself, exclusive of those for the individual Campaigns within it.

Name

AQB__MatchingGiftPaymentsDue__c

Label

Matching Gift Payments Due

Type

ROLL-UP SUMMARY

Help Text

A sum of the amounts of all Matching Gift Payments that are due for all Campaigns that are part of this Fund..

Description

A sum of the amounts of all Matching Gift Payments that are due for all Campaigns that are part of this Fund.

Name

AQB__MatchingGiftPaymentsMade__c

Label

Matching Gift Payments Made

Type

ROLL-UP SUMMARY

Help Text

A sum of the amounts of all Matching Gift Payments that have been received for all Campaigns that are part of this Fund.

Description

A sum of the amounts of all Matching Gift Payments that have been received for all Campaigns that are part of this Fund.

Name

AQB__Payments__c

Label

Payments

Type

ROLL-UP SUMMARY

Help Text

A sum of the amounts of all Payments that have been received for all Campaigns that are part of this Fund.

Description

A sum of the amounts of all Payments that have been received for all Campaigns that are part of this Fund.

Name

AQB__UnconditionalPledgeBalance__c

Label

Unconditional Pledge Balance

Type

ROLL-UP SUMMARY

Help Text

The system-calculated sum of the balances for all Unconditional Pledges made to any of the Campaigns that are part of this Fund.

Description

The system-calculated sum of the balances for all Unconditional Pledges made to any of the Campaigns that are part of this Fund.

Name

aqcv_conversionid__c

Label

AQCV ConversionId

Type

TEXT(255)

Unique

Yes

Description

Unique id

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