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Object: AQB__Screening__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
OwnerId | Owner ID | LOOKUP |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Screening 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 |
|
AQB__FundraisingCampaign__c | Fundraising Campaign | LOOKUP | Fundraising Campaign for which this screening was prepared. |
AQB__OpinionAmount__c | Opinion Amount | CURRENCY(10,0) | Amount of gift that the screener believes Contact being screened could contribute. |
AQB__OpinionDate__c | Opinion Date | DATE | Date that the screener rendered opinion. |
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__Rating__c | Rating | PICKLIST | Rating screener selected for Contact being screened. |
AQB__ScreenedAccount__c | Screened Account | LOOKUP | The Account that was screened. |
AQB__ScreenedContact__c | Screened Contact | LOOKUP | The Contact that was screened. |
AQB__Screener__c | Constituent Screener | LOOKUP | Contact that prepared the rating. |
AQB__Session__c | Session | PICKLIST | Screening session where this screening took place. |
AQB__UserScreener__c | User Screener | LOOKUP | User who supplied this screening information. |
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 |
|---|---|
ScreeningTrigger | AQB.ScreeningTrigger |
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 | Screening 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 | AQB__FundraisingCampaign__c |
Label | Fundraising Campaign |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Fundraising Campaign for which this screening was prepared. |
Description | Fundraising Campaign for which this screening was prepared. |
Name | AQB__OpinionAmount__c |
Label | Opinion Amount |
Type | CURRENCY(10,0) |
Help Text | Amount of gift that the screener believes Contact being screened could contribute. |
Description | Amount of gift that the screener believes Contact being screened could contribute. |
Name | AQB__OpinionDate__c |
Label | Opinion Date |
Type | DATE |
Help Text | Date that the screener rendered opinion. |
Description | Date that the screener rendered opinion. |
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__Rating__c |
Label | Rating |
Type | PICKLIST |
Help Text | Rating screener selected for Contact being screened. |
Picklist values | A - $1,000,000 + |
Description | Rating screener selected for Contact being screened. |
Name | AQB__ScreenedAccount__c |
Label | Screened Account |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Account that was screened. |
Description | The Account that was screened. |
Name | AQB__ScreenedContact__c |
Label | Screened Contact |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Contact that was screened. |
Description | The Contact that was screened. |
Name | AQB__Screener__c |
Label | Constituent Screener |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Contact that prepared the rating. |
Description | Contact that prepared the rating. |
Name | AQB__Session__c |
Label | Session |
Type | PICKLIST |
Help Text | Screening session where this screening took place. |
Picklist values | Session One |
Description | Screening session where this screening took place. |
Name | AQB__UserScreener__c |
Label | User Screener |
Type | LOOKUP |
Foreign key | Yes |
Help Text | User who supplied this screening information. |
Description | User who supplied this screening information. |
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. |