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Object: AQB__Research_Reference__c

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Object: AQB__Research_Reference__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Research Reference 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__Contact__c

Contact

LOOKUP

 

AQB__Date_of_Research__c

Date of Research

DATE

 

AQB__Issue__c

Issue

TEXT(10)

 

AQB__Notes__c

Notes

TEXT AREA (RICH)(32768)

 

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__Page__c

Page

TEXT(10)

 

AQB__RequestedBy__c

Requested By

LOOKUP

 

AQB__RequestedDate__c

Requested Date

DATE

 

AQB__Researcher__c

Researcher

LOOKUP

 

AQB__ResourceDate__c

Resource Date

DATE

 

AQB__Resource__c

Resource

PICKLIST

 

AQB__Status__c

Status

PICKLIST

 

AQB__Volume__c

Volume

TEXT(10)

 

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.

Triggers

Name

Label

Name

Label

ResearchReferenceTrigger

AQB.ResearchReferenceTrigger

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

Research Reference 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 to which this research reference refers.

Name

AQB__Contact__c

Label

Contact

Type

LOOKUP

Foreign key

Yes

Help Text

Contact to whom this research reference refers.

Name

AQB__Date_of_Research__c

Label

Date of Research

Type

DATE

Help Text

Date this research was completed.

Name

AQB__Issue__c

Label

Issue

Type

TEXT(10)

Help Text

Issue of publication checked.

Name

AQB__Notes__c

Label

Notes

Type

TEXT AREA (RICH)(32768)

Help Text

Description of results of research from 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__Page__c

Label

Page

Type

TEXT(10)

Help Text

Page of resource checked.

Name

AQB__RequestedBy__c

Label

Requested By

Type

LOOKUP

Foreign key

Yes

Help Text

User that requested this research.

Name

AQB__RequestedDate__c

Label

Requested Date

Type

DATE

Help Text

Date this research was requested.

Name

AQB__Researcher__c

Label

Researcher

Type

LOOKUP

Foreign key

Yes

Help Text

The staff person responsible for this research.

Name

AQB__ResourceDate__c

Label

Resource Date

Type

DATE

Help Text

Date that information in this resource was checked.

Name

AQB__Resource__c

Label

Resource

Type

PICKLIST

Help Text

The resource checked during this research.

Picklist values

Who's Who

Name

AQB__Status__c

Label

Status

Type

PICKLIST

Help Text

Status of completeness of research from this source.

Picklist values

Completed
In Process
Requested
No Information Found

Name

AQB__Volume__c

Label

Volume

Type

TEXT(10)

Help Text

Volume of resource checked.

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
Experiential
Philanthropic
Volunteer

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.

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