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Object: AQB__StewardshipPlan__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
OwnerId | Owner ID | LOOKUP |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Stewardship Plan 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__ApplicableChartofAccountsItem__c | Applicable Chart of Accounts Item | LOOKUP |
|
AQB__Contact__c | Contact | LOOKUP |
|
AQB__EndDate__c | End Date | DATE |
|
AQB__Opportunity__c | Opportunity | LOOKUP |
|
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__StartDate__c | Start Date | DATE |
|
AQB__Strategy__c | Strategy | TEXT AREA (RICH)(32768) |
|
aqcv_conversionid__c | aqcv conversionid | TEXT(255) | Unique id |
AQB__EngagementScoreCategory__c | Engagement Score Category | PICKLIST | Identifies the category group the engagement score will be totaled in to. |
AQB__EngagementScoreOverride__c | Engagement Score Override | CHECKBOX | This field will be used to change the value of the score manually to a value that does not meet the criteria of the defined rule within the Engagement Score parameter. |
AQB__EngagementScore__c | Engagement Score | NUMBER(4,0) | This field holds the score value associated with an override. |
Validation rules
Name | Label |
|---|---|
Start_Date_and_End_Date_on_Stewardship | Start_Date_and_End_Date_on_Stewardship |
Triggers
Name | Label |
|---|---|
StewardshipPlanTrigger | AQB.StewardshipPlanTrigger |
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 | Stewardship Plan 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 | The Account to which this Stewardship Plan is related. |
Name | AQB__ApplicableChartofAccountsItem__c |
Label | Applicable Chart of Accounts Item |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Chart of Account entry to which this Stewardship record is associated. |
Name | AQB__Contact__c |
Label | Contact |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Contact to whom this Stewardship Plan is related. |
Name | AQB__EndDate__c |
Label | End Date |
Type | DATE |
Help Text | The date when this Stewardship plan ends. |
Name | AQB__Opportunity__c |
Label | Opportunity |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Opportunity to which this Stewardship Plan is related. |
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 |
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__StartDate__c |
Label | Start Date |
Type | DATE |
Help Text | The date when this Stewardship Plan begins. |
Name | AQB__Strategy__c |
Label | Strategy |
Type | TEXT AREA (RICH)(32768) |
Help Text | A description of the stewardship plan and objectives. |
Name | aqcv_conversionid__c |
Label | aqcv conversionid |
Type | TEXT(255) |
Unique | Yes |
Description | Unique id |
Name | AQB__EngagementScoreCategory__c |
Label | Engagement Score Category |
Type | PICKLIST |
Help Text | If using the override option, the appropriate engagement score category will be stored in this field. |
Picklist values | Communications |
Description | Identifies the category group the engagement score will be totaled in to. |
Name | AQB__EngagementScoreOverride__c |
Label | Engagement Score Override |
Type | CHECKBOX |
Required | Yes |
Help Text | If a manual update is needed for the Engagement Score value that is outside the parameters of the rule defined, the Engagement Score Override can be used. Marking the override checkbox, selecting the corresponding category will allow the user to manually override the "Engagement Score" field. |
Default value | false |
Description | This field will be used to change the value of the score manually to a value that does not meet the criteria of the defined rule within the Engagement Score parameter. |
Name | AQB__EngagementScore__c |
Label | Engagement Score |
Type | NUMBER(4,0) |
Help Text | When completing an Engagement Score override users will select the category, check the override box, and fill the engagement score field value to the desired score value. All three fields will need to be placed on the desired object. |
Description | This field holds the score value associated with an override. |