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Object: AQB__ActivityReport__c

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Object: AQB__ActivityReport__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Activity Report Number

AUTO NUMBER

 

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

 

LastViewedDate

Last Viewed Date

DATETIME

 

LastReferencedDate

Last Referenced Date

DATETIME

 

AQB__Account__c

Account

LOOKUP

 

AQB__ActivityDateTime__c

Time

DATETIME

 

AQB__ActivityDate__c

Due Date

DATE

 

AQB__ActivitySummary__c

Summary

TEXT AREA(255)

 

AQB__CallDisposition__c

Call Result

TEXT(255)

 

AQB__CallDurationInSeconds__c

Call Duration

NUMBER(8,0)

 

AQB__CallObject__c

Call Object Identifier

TEXT(255)

 

AQB__ConfidentialComment__c

Confidential Comment

TEXT AREA(255)

 

AQB__Date__c

Date

DATE

 

AQB__Description__c

Description

TEXT AREA (LONG)(32000)

Note - the corresponding field in Tasks is labeled as "Comments" on page layouts.

AQB__DurationInMinutes__c

Duration

NUMBER(8,0)

 

AQB__EndDateTime__c

End

DATETIME

 

AQB__EssentialMove__c

Substantive Activity

CHECKBOX

 

AQB__Followup__c

Follow-up

PICKLIST (MULTI-SELECT)

 

AQB__IsAllDayEvent__c

All-Day Event

CHECKBOX

 

AQB__IsPrivate__c

Private

CHECKBOX

 

AQB__IsVisibleInSelfService__c

Public

CHECKBOX

 

AQB__Location__c

Location

TEXT(255)

 

AQB__Objective__c

Objective

TEXT AREA (RICH)(32768)

 

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__Priority__c

Priority

PICKLIST

 

AQB__Purpose__c

Purpose

PICKLIST

The purpose of the call or visit.

AQB__ReportStatus__c

Report Status

PICKLIST

This determines the report status, either Planned, Draft or Final.

AQB__ReportSummary__c

Report Summary

TEXT(120)

This is the first 100 characters of the Objective if the Report Status is Planned, otherwise it is the first 100 characters of the Result.

AQB__Result__c

Result

TEXT AREA (RICH)(32768)

 

AQB__StartDateTime__c

Start

DATETIME

 

AQB__Status__c

Status

PICKLIST

 

AQB__Stewardship__c

Stewardship

LOOKUP

 

AQB__SubjectAQ__c

Deprecated Subject

PICKLIST

AQ added to API name for clarity since subject__c was used previously.

AQB__Subject__c

Subject

TEXT(255)

 

AQB__Type__c

Type

PICKLIST

 

AQCV_CONVERSIONId__c

AQCV CONVERSIONId

TEXT(255)

Unique identifier to link to converted system

USYD_contact__c

Contacts

TEXT AREA (LONG)(3000)

USYD_contact__c

USYD_owner_name__c

owner name

FORMULA (TEXT)(1300)

 

USYD_Sub_Purpose__c

Sub-Purpose

PICKLIST

 

Usyd_Account_2__c

Account 2

LOOKUP

Account 2

USYD_Event__c

Event

LOOKUP

Link to the event

AQB__CompletedBy__c

Completed By

LOOKUP

 

flag__c

flag

TEXT(4)

 

Triggers

Name

Label

Name

Label

ActivityReportTrigger

AQB.ActivityReportTrigger

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

Activity Report Number

Type

AUTO NUMBER

Required

Yes

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

LastViewedDate

Label

Last Viewed Date

Type

DATETIME

Name

LastReferencedDate

Label

Last Referenced Date

Type

DATETIME

Name

AQB__Account__c

Label

Account

Type

LOOKUP

Foreign key

Yes

Required

Yes

Help Text

The primary account participating in this Activity.

Name

AQB__ActivityDateTime__c

Label

Time

Type

DATETIME

Help Text

If the Activity is an Event, this is the time of day at which it is to occur.

Name

AQB__ActivityDate__c

Label

Due Date

Type

DATE

Help Text

The date on which this Activity is scheduled or due.

Name

AQB__ActivitySummary__c

Label

Summary

Type

TEXT AREA(255)

Help Text

Short summary of this activity intended for display on related lists to facility review of all activity information.

Name

AQB__CallDisposition__c

Label

Call Result

Type

TEXT(255)

Help Text

Any brief, free text you wish to add to describe the result of feedback from the call.

Name

AQB__CallDurationInSeconds__c

Label

Call Duration

Type

NUMBER(8,0)

Help Text

When this Task is a call, this field may be used to record the duration.

Name

AQB__CallObject__c

Label

Call Object Identifier

Type

TEXT(255)

Help Text

Any free text you wish to use to describe or identify the purpose, objective or subject matter for the call.

Name

AQB__ConfidentialComment__c

Label

Confidential Comment

Type

TEXT AREA(255)

Help Text

Confidential comment visible only to those granted permission to view such comments. Permission is granted via the "View Confidential Comments" permission set.

Name

AQB__Date__c

Label

Date

Type

DATE

Help Text

The date on which this Activity is scheduled or due.

Name

AQB__Description__c

Label

Description

Type

TEXT AREA (LONG)(32000)

Help Text

This field may be used for a report on the plans or results of the Activity. (32,000 characters).

Description

Note - the corresponding field in Tasks is labeled as "Comments" on page layouts.

Name

AQB__DurationInMinutes__c

Label

Duration

Type

NUMBER(8,0)

Help Text

The expected duration of the Activity.

Name

AQB__EndDateTime__c

Label

End

Type

DATETIME

Help Text

The scheduled End date and time for the Activity.

Name

AQB__EssentialMove__c

Label

Substantive Activity

Type

CHECKBOX

Required

Yes

Help Text

Indicates that this activity is substantive in moving this opportunity forward. Generally speaking, only activities checked as "Substantive Activity" are included in Opportunity metics.

Default value

false

Name

AQB__Followup__c

Label

Follow-up

Type

PICKLIST (MULTI-SELECT)

Help Text

Select items indicating necessary follow-up activities.

Picklist values

Task One
Task Two

Name

AQB__IsAllDayEvent__c

Label

All-Day Event

Type

CHECKBOX

Required

Yes

Help Text

If checked, the Event is designated as an all-day event.

Default value

false

Name

AQB__IsPrivate__c

Label

Private

Type

CHECKBOX

Required

Yes

Help Text

If checked, the Activity is to be a private event.

Default value

false

Name

AQB__IsVisibleInSelfService__c

Label

Public

Type

CHECKBOX

Required

Yes

Help Text

If checked, is visible in Self Service

Default value

false

Name

AQB__Location__c

Label

Location

Type

TEXT(255)

Help Text

Location where the Activity took place.

Name

AQB__Objective__c

Label

Objective

Type

TEXT AREA (RICH)(32768)

Help Text

The objective for this activity.

Name

AQB__Opportunity__c

Label

Opportunity

Type

LOOKUP

Foreign key

Yes

Help Text

The Opportunity about which this Activity took place.

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__Priority__c

Label

Priority

Type

PICKLIST

Help Text

An indicator of the Priority of the Activity.

Picklist values

High
Normal
Low

Name

AQB__Purpose__c

Label

Purpose

Type

PICKLIST

Help Text

The purpose of the call or visit.

Picklist values

Acknowledgement
Apology
Ask
Canvassing
Cultivation
Donor Relations Touchpoint
Engagement
Estate Administration
Facilitation
Feedback
Gift Processing
GIW Confirmation
GIW Contingent
GIW Enquiry
GIW Intention
GIW Qualification
Introduction
Meeting Request
Negotiation
Qualification
Recognition
Stewardship
Will Revision

Description

The purpose of the call or visit.

Name

AQB__ReportStatus__c

Label

Report Status

Type

PICKLIST

Required

Yes

Help Text

This determines the report status, either Planned, Draft or Final.

Picklist values

Planned
Draft
Final

Description

This determines the report status, either Planned, Draft or Final.

Name

AQB__ReportSummary__c

Label

Report Summary

Type

TEXT(120)

Help Text

This is the first 100 characters of the Objective if the Report Status is Planned, otherwise it is the first 100 characters of the Result.

Description

This is the first 100 characters of the Objective if the Report Status is Planned, otherwise it is the first 100 characters of the Result.

Name

AQB__Result__c

Label

Result

Type

TEXT AREA (RICH)(32768)

Help Text

A description of the result of the activity.

Name

AQB__StartDateTime__c

Label

Start

Type

DATETIME

Help Text

The scheduled Start date and time for the Activity.

Name

AQB__Status__c

Label

Status

Type

PICKLIST

Help Text

The status of this Activity Report.

Picklist values

Open
In progress
Completed
Cancelled

Name

AQB__Stewardship__c

Label

Stewardship

Type

LOOKUP

Foreign key

Yes

Help Text

The Stewardship record to which this Activity is linked.

Name

AQB__SubjectAQ__c

Label

Deprecated Subject

Type

PICKLIST

Picklist values

Call
Email
Send Letter
Other
Gift Acknowledgement
Personal Visit

Description

AQ added to API name for clarity since subject__c was used previously.

Name

AQB__Subject__c

Label

Subject

Type

TEXT(255)

Help Text

The subject of the Activity.

Name

AQB__Type__c

Label

Type

Type

PICKLIST

Help Text

The type of Activity.

Picklist values

Email
Event
Letter
Meeting
Other
Telephone
Visit
ARM / DRM Telephone Call
ARM / DRM Stewardship Report
ARM / DRM Letter

Name

AQCV_CONVERSIONId__c

Label

AQCV CONVERSIONId

Type

TEXT(255)

Unique

Yes

Description

Unique identifier to link to converted system

Name

USYD_contact__c

Label

Contacts

Type

TEXT AREA (LONG)(3000)

Description

USYD_contact__c

Name

USYD_owner_name__c

Label

owner name

Type

FORMULA (TEXT)(1300)

Name

USYD_Sub_Purpose__c

Label

Sub-Purpose

Type

PICKLIST

Help Text

Sub-categories for Purpose field. Generally used by ASR Team.

Picklist values

Alumni/Supporter Query
Award Recognition
Bespoke Donor Stewardship
Bespoke Event Invitation
Group Correspondence
Marketing Invitation
Meeting
Meeting Request
Mentor Request
Other
Reunion
Speaker Request
Volunteer Request

Name

Usyd_Account_2__c

Label

Account 2

Type

LOOKUP

Foreign key

Yes

Help Text

Account 2

Description

Account 2

Name

USYD_Event__c

Label

Event

Type

LOOKUP

Foreign key

Yes

Description

Link to the event

Name

AQB__CompletedBy__c

Label

Completed By

Type

LOOKUP

Foreign key

Yes

Name

flag__c

Label

flag

Type

TEXT(4)

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