Attention: Confluence is not suitable for the storage of highly confidential data. Please ensure that any data classified as Highly Protected is stored using a more secure platform.
If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au
Object: AQB__Rating__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
OwnerId | Owner ID | LOOKUP |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Rating 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 |
|
LastActivityDate | Last Activity Date | DATE |
|
LastViewedDate | Last Viewed Date | DATETIME |
|
LastReferencedDate | Last Referenced Date | DATETIME |
|
AQB__Account__c | Account | LOOKUP | Account that owns this rating. |
AQB__Active__c | Active | FORMULA (CHECKBOX) | Indicates if the rating is active or not. |
AQB__Amount__c | Amount | CURRENCY(16,2) |
|
AQB__Capacity__c | Capacity | PICKLIST | An institution-defined set of values, meant to describe the amount a prospect might be able to give. |
AQB__Comments__c | Comments | TEXT AREA (LONG)(10000) |
|
AQB__DateOfReview__c | Date of Review | DATE | Date the rating was reviewed. |
AQB__FundraisingCampaign__c | Fundraising Campaign | LOOKUP | The Fundraising Campaign associated with this rating. |
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__ProspectStatus__c | Prospect Status | PICKLIST | Overall status of this Account as a Prospect for Giving. |
AQB__Readiness__c | Readiness | PICKLIST | An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation. |
AQB__ReviewedBy__c | Reviewed By | LOOKUP | Researcher who reviewed this rating. |
AQB__Source__c | Source | PICKLIST |
|
AQB__ValidEnding__c | Valid Ending | DATE | Last date this rating was valid. |
AQB__ValidStarting__c | Valid Starting | DATE | First date that this rating was valid. |
Participation__c | Participation | PICKLIST | AQ_Custom |
aqcv_conversionid__c | aqcv conversionid | TEXT(255) | Unique id |
USyd_Affinity_c__c | Affinity | PICKLIST | An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation. |
USYD_Assessment__c | Assessment | PICKLIST | Overall assessment to this question: has the contact an higher probability to give a major/mid tier/planned gift than average? |
USYD_Contact__c | Contact | LOOKUP | Populated when the rating is for the Contact. This is currently used for the Probability score. |
USYD_Probability_Score_Account_ID__c | Probability Score Account ID | LOOKUP | This is only to be used for Probability Score. This is necessary to separate the probability score from other ratings. |
USYD_Probability_Score__c | Probability Score | NUMBER(18,0) | Scaled from 1,000 (highest possible) to 0 (lowest possible - Negative scores are generated by exclusion rules) |
USYD_Rank__c | Rank | PICKLIST | How the contact's probability score ranks against others (Tier 01 = highest) |
USYD_Level_of_Confidence__c | Level of Confidence | PICKLIST |
|
AQB__WealthEstimate_AQ__c | Wealth Estimate | CURRENCY(18,0) | Account Wealth Estimate |
Triggers
Name | Label |
|---|---|
RatingTrigger | AQB.RatingTrigger |
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 | Rating 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 | 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__Account__c |
Label | Account |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Account that owns this rating. |
Description | Account that owns this rating. |
Name | AQB__Active__c |
Label | Active |
Type | FORMULA (CHECKBOX) |
Required | Yes |
Help Text | Indicates if the rating is active or not. |
Description | Indicates if the rating is active or not. |
Name | AQB__Amount__c |
Label | Amount |
Type | CURRENCY(16,2) |
Name | AQB__Capacity__c |
Label | Capacity |
Type | PICKLIST |
Help Text | An institution-defined set of values, meant to describe the amount a prospect might be able to give. |
Picklist values | 6 - $5,000,000+ |
Description | An institution-defined set of values, meant to describe the amount a prospect might be able to give. |
Name | AQB__Comments__c |
Label | Comments |
Type | TEXT AREA (LONG)(10000) |
Name | AQB__DateOfReview__c |
Label | Date of Review |
Type | DATE |
Help Text | Date the rating was reviewed. |
Description | Date the rating was reviewed. |
Name | AQB__FundraisingCampaign__c |
Label | Fundraising Campaign |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Fundraising Campaign associated with this rating. |
Description | The Fundraising Campaign associated with this rating. |
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__ProspectStatus__c |
Label | Prospect Status |
Type | PICKLIST |
Help Text | Overall status of this Account as a Prospect for Giving. |
Picklist values | Identification |
Description | Overall status of this Account as a Prospect for Giving. |
Name | AQB__Readiness__c |
Label | Readiness |
Type | PICKLIST |
Help Text | An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation. |
Picklist values | 4 - Highly motivated to make a gift |
Description | An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation. |
Name | AQB__ReviewedBy__c |
Label | Reviewed By |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Researcher who reviewed this rating. |
Description | Researcher who reviewed this rating. |
Name | AQB__Source__c |
Label | Source |
Type | PICKLIST |
Picklist values | Prospect Research |
Name | AQB__ValidEnding__c |
Label | Valid Ending |
Type | DATE |
Help Text | Last date this rating was valid. |
Description | Last date this rating was valid. |
Name | AQB__ValidStarting__c |
Label | Valid Starting |
Type | DATE |
Help Text | First date that this rating was valid. |
Description | First date that this rating was valid. |
Name | Participation__c |
Label | Participation |
Type | PICKLIST |
Picklist values | 5 - Highly connected |
Description | AQ_Custom |
Name | aqcv_conversionid__c |
Label | aqcv conversionid |
Type | TEXT(255) |
Unique | Yes |
Description | Unique id |
Name | USyd_Affinity_c__c |
Label | Affinity |
Type | PICKLIST |
Help Text | An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation. |
Picklist values | 5 - Very highly motivated to make a gift |
Description | An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation. |
Name | USYD_Assessment__c |
Label | Assessment |
Type | PICKLIST |
Help Text | Overall assessment to this question: has the contact an higher probability to give a major/mid tier/planned gift than average? |
Picklist values | Positive |
Description | Overall assessment to this question: has the contact an higher probability to give a major/mid tier/planned gift than average? |
Name | USYD_Contact__c |
Label | Contact |
Type | LOOKUP |
Foreign key | Yes |
Description | Populated when the rating is for the Contact. This is currently used for the Probability score. |
Name | USYD_Probability_Score_Account_ID__c |
Label | Probability Score Account ID |
Type | LOOKUP |
Foreign key | Yes |
Description | This is only to be used for Probability Score. This is necessary to separate the probability score from other ratings. |
Name | USYD_Probability_Score__c |
Label | Probability Score |
Type | NUMBER(18,0) |
Help Text | Scaled from 1,000 (highest possible) to 0 (lowest possible - Negative scores are generated by exclusion rules) |
Description | Scaled from 1,000 (highest possible) to 0 (lowest possible - Negative scores are generated by exclusion rules) |
Name | USYD_Rank__c |
Label | Rank |
Type | PICKLIST |
Help Text | How the contact's probability score ranks against others (Tier 01 = highest) |
Picklist values | Tier 01 |
Description | How the contact's probability score ranks against others (Tier 01 = highest) |
Name | USYD_Level_of_Confidence__c |
Label | Level of Confidence |
Type | PICKLIST |
Picklist values | Low |
Name | AQB__WealthEstimate_AQ__c |
Label | Wealth Estimate |
Type | CURRENCY(18,0) |
Help Text | Account Wealth Estimate |
Description | Account Wealth Estimate |