Philanthropic Research Records in Nonprofit

Create a Party Philanthropic Indicator Record

Party Philanthropic Indicator records represent an unconfirmed or soft indication that highlights a person's wealth or growth potential. If you have a person or organization whose involvement makes them a good candidate for building a relationship, create a Party Philanthropic Indicator record for that account.

1. From the account page for a person or an organization, on the Party Philanthropic Indicators related list, click New.
2. Enter the relevant information, and then save your changes.

Create a Party Philanthropic Assessment Record

Party Philanthropic Assessment records represent a formalized assessment of wealth when a rating takes place, such as a third-party wealth assessment, a property valuation, a financial asset assessment, or an internal assessment.

1. From the account page for a person or an organization, under Party Philanthropic Assessments, click New.
2. Enter the relevant information, and then save your changes.

Create a Party Philanthropic Occurrence Record

Launch a flow from a Party Philanthropic Indicator record to create a Party Philanthropic Occurrence record for a person or an organization. Party Philanthropic Occurrence records represent a confirmed or financially quantifiable occurrence in which a person’s wealth changes.

1. From the account page for an individual or organization, open a Party Philanthropic Indicator record.
2. Click Verify Indicator.
   The flow creates a Party Philanthropic Occurrence record for the individual or organization and updates the status of the Party Philanthropic Indicator record to Promoted.

Create a Party Philanthropic Milestone Record

Run a schedule-triggered flow to create a Party Philanthropic Milestone record based on the current date, fiscal year, and constituent role types passed into the flow.