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Object: AQB__UnitAccountData__c

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Object: AQB__UnitAccountData__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Unit Account Data Name

AUTO NUMBER

 

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__AccountNumber__c

Legacy Account Number

TEXT(40)

 

AQB__Account__c

Account

LOOKUP

 

AQB__CAECategory__c

CAE Category

PICKLIST

 

AQB__Capacity__c

Overall Account Capacity

PICKLIST

 

AQB__CommunicationsManaged__c

Communications Managed

PICKLIST (MULTI-SELECT)

 

AQB__Description__c

Description

TEXT AREA (LONG)(32000)

 

AQB__DoNotContact__c

Do Not Contact

CHECKBOX

 

AQB__DoNotSolicit__c

Do Not Solicit

CHECKBOX

 

AQB__Giving_Interests__c

Giving Interests

PICKLIST (MULTI-SELECT)

 

AQB__OverallAccountRatingDate__c

Overall Account Rating Date

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__PrimaryContact__c

Primary Contact

LOOKUP

 

AQB__ProspectStatusDate__c

Prospect Status Date

DATE

 

AQB__ProspectStatus__c

Prospect Status

PICKLIST

 

AQB__Readiness__c

Overall Account Readiness

PICKLIST

 

AQB__RejectQuidProQuos__c

Reject Quid Pro Quos

CHECKBOX

 

AQB__SecondaryContact__c

Secondary Contact

LOOKUP

 

AQB__SecondaryTypes__c

Secondary Account Types

PICKLIST (MULTI-SELECT)

 

AQB__StaffLiaison__c

Staff Liaison

LOOKUP

 

AQB__UnitAccountGreetingOverride__c

Unit Account Greeting Override

TEXT(200)

 

AQB__UnitAccountGreeting__c

Unit Account Greeting

TEXT(200)

 

AQB__UnitAccountName__c

Unit Account Name

TEXT(200)

 

AQB__UnitAccountSource__c

Unit Account Source

TEXT(100)

 

Validation rules

Name

Label

Name

Label

Primary_Contact

Primary_Contact

Secondary_Contact

Secondary_Contact

Triggers

Name

Label

Name

Label

UserAccountDataTrigger

AQB.UserAccountDataTrigger

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

Unit Account Data Name

Type

AUTO NUMBER

Required

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

AQB__AccountNumber__c

Label

Legacy Account Number

Type

TEXT(40)

Name

AQB__Account__c

Label

Account

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

AQB__CAECategory__c

Label

CAE Category

Type

PICKLIST

Picklist values

Alumni
Parent
Other Individual
Corporation
Foundation
Other Organization

Name

AQB__Capacity__c

Label

Overall Account Capacity

Type

PICKLIST

Picklist values

A - $1,000,000 +
B - $500,000 to $999,999
C - $250,000 to $499,999
D - $100,000 to $249,999
E - $10,000 to $99,999
F - Not Rated

Name

AQB__CommunicationsManaged__c

Label

Communications Managed

Type

PICKLIST (MULTI-SELECT)

Picklist values

Managed Communication One

Name

AQB__Description__c

Label

Description

Type

TEXT AREA (LONG)(32000)

Name

AQB__DoNotContact__c

Label

Do Not Contact

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__DoNotSolicit__c

Label

Do Not Solicit

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__Giving_Interests__c

Label

Giving Interests

Type

PICKLIST (MULTI-SELECT)

Picklist values

Immigrant Rights
Workers Rights

Name

AQB__OverallAccountRatingDate__c

Label

Overall Account Rating Date

Type

DATE

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__PrimaryContact__c

Label

Primary Contact

Type

LOOKUP

Foreign key

Yes

Name

AQB__ProspectStatusDate__c

Label

Prospect Status Date

Type

DATE

Name

AQB__ProspectStatus__c

Label

Prospect Status

Type

PICKLIST

Picklist values

Identification
Qualified
Disqualified
Annual Giving Prospect
Major Gift Prospect
Lifetime Stewardship
Never a Prospect

Name

AQB__Readiness__c

Label

Overall Account Readiness

Type

PICKLIST

Picklist values

1 - Ready for Ask
2 - Getting Ready
3 - Not Ready
4 - Not Rated
5 - On Hold

Name

AQB__RejectQuidProQuos__c

Label

Reject Quid Pro Quos

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__SecondaryContact__c

Label

Secondary Contact

Type

LOOKUP

Foreign key

Yes

Name

AQB__SecondaryTypes__c

Label

Secondary Account Types

Type

PICKLIST (MULTI-SELECT)

Picklist values

Arts
Cultural
Zoo
S Type Corporation
C Type Corporation
Museum
LLP Type Corporation
Limited Partnership
Church
Family Foundation

Name

AQB__StaffLiaison__c

Label

Staff Liaison

Type

LOOKUP

Foreign key

Yes

Name

AQB__UnitAccountGreetingOverride__c

Label

Unit Account Greeting Override

Type

TEXT(200)

Name

AQB__UnitAccountGreeting__c

Label

Unit Account Greeting

Type

TEXT(200)

Name

AQB__UnitAccountName__c

Label

Unit Account Name

Type

TEXT(200)

Name

AQB__UnitAccountSource__c

Label

Unit Account Source

Type

TEXT(100)

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