Salesforce Custom Objects

Account (Account)

Field Label	API Name	Type	Details
Altrata Match	Altrata_Match__c	Checkbox	—
Altrata Matched Date	Altrata_Matched_Date__c	Date	—
Altrata Profile Id	Altrata_Profile_Id__c	Text	Max 100 chars
Altrata Profile	Altrata_Profile__c	Lookup	→ Altrata_Profile__c
Altrata matching	Altrata_matching__c	Checkbox	—
Has Match Result	Has_Match_Result__c	Checkbox	—

Address (Address__c)

Field Label	API Name	Type	Details
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
City	City__c	Text	Max 255 chars
Country	Country__c	Text	Max 255 chars
External Id	External_Id__c	Text	Max 255 chars
Residence Type	Residence_Type__c	Text	Max 255 chars
State	State__c	Text	Max 255 chars
Type	Type__c	Picklist	Residence, Birthplace

Altrata Profile (Altrata_Profile__c)

Field Label	API Name	Type	Details
Alternative Assets Percentag	Alternative_Assets_Percentage__c	Percent	—
Alternative Assets	Alternative_Assets__c	Currency	—
Altrata City	Altrata_City__c	Text	Max 100 chars
Altrata Country	Altrata_Country__c	Text	Max 100 chars
Altrata Personal Emails	Altrata_Personal_Emails__c	LongTextArea	Max 32768 chars
Altrata Professional Emails	Altrata_Professional_Emails__c	LongTextArea	Max 1000 chars
Altrata State	Altrata_State__c	Text	Max 255 chars
Altrata Zip	Altrata_Zip__c	Text	Max 20 chars
Cash & Others Percentage	Cash_Others_Percentage__c	Percent	—
Cash & Others	Cash_Others__c	Currency	—
Common Stock Percentage	Common_Stock_Percentage__c	Percent	—
Common Stock	Common_Stock__c	Currency	—
Date Of Birth	Date_Of_Birth__c	Date	—
Date Of Death	Date_Of_Death__c	Date	—
Earning Indicator Description	Earning_Indicator_Description__c	Text	Max 255 chars
Estimated Family's Liquid Assests	Estimated_Family_s_Liquid_Assests__c	Currency	—
Estimated Family's Net Worth	Estimated_Family_s_Net_Worth__c	Currency	—
Estimated Liquid Assets	Estimated_Liquid_Assets__c	Currency	—
External Id	External_Id2__c	Text	Max 75 chars
First Name	First_Name__c	Text	Max 80 chars
Gender	Gender__c	Text	Max 50 chars
Is Deceased	Is_Deceased__c	Checkbox	—
Last Name	Last_Name__c	Text	Max 80 chars
LinkedIn Profile Primary	LinkedIn_Profile_Primary__c	Url	—
Market Capital	Market_Capital__c	Currency	—
Match Type	Match_Type__c	Text	Max 80 chars
Middle Name	Middle_Name__c	Text	Max 80 chars
Nationality	Nationality__c	Text	Max 255 chars
Number Of Employees	Number_Of_Employees__c	Number	—
Organization Type	Organization_Type__c	Text	Max 255 chars
Path End Cursor	Path_End_Cursor__c	Text	Max 20 chars
Altrata Address	Primary_Address__c	Text	Max 255 chars
Primary Organization Id	Primary_Organization_Id__c	Text	Max 80 chars
Primary Organization Name	Primary_Organization_Name__c	Text	Max 255 chars
Private Holdings Percentage	Private_Holdings_Percentage__c	Percent	—
Private Holdings	Private_Holdings__c	Currency	—
Relationship Status	Relationship_Status__c	Text	Max 255 chars
Revenue	Revenue__c	Currency	—
SF Id	SF_Id__c	Text	Max 20 chars
Sector Primary	Sector_Primary__c	Text	Max 255 chars
Stock Options Percentage	Stock_Options_Percentage__c	Percent	—
Stock Options	Stock_Options__c	Currency	—
Ticker Primary	Ticker_Primary__c	Text	Max 255 chars
Total Board Count	Total_Board_Count__c	Number	—
Total Committee Count	Total_Committee_Count__c	Number	—
Total Donation Count	Total_Donation_Count__c	Number	—
Total Education Count	Total_Education_Count__c	Number	—
Total Employee Count	Total_Employee_Count__c	Number	—
Total Employment Count	Total_Employment_Count__c	Number	—
Total Family Count	Total_Family_Count__c	Number	—
Total Hobbies and Interest Count	Total_Hobbies_and_Interest_Count__c	Number	—
Total Membership Count	Total_Membership_Count__c	Number	—
Total Net Worth	Total_Net_Worth__c	Currency	—
Total Path Count	Total_Path_Count__c	Number	—
Total Political Donation Count	Total_Political_Donation_Count__c	Number	—
Wealth Tier	Wealth_Tier__c	Text	Max 255 chars
Website	Website__c	Url	—
id	id__c	Text	Max 50 chars

Board (Board__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Address	Address__c	Text	Max 255 chars
Age	Age__c	Number	—
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Board Id	Board_Id__c	Text	Max 25 chars
Board Title	Board_Title__c	Text	Max 255 chars
City	City__c	Text	Max 255 chars
Contact	Contact__c	Lookup	→ Contact
Country	Country__c	Text	Max 255 chars
Duration	Duration__c	Text	Max 80 chars
End Date	End_Date__c	Text	Max 255 chars
End Date	End_Date_dt__c	Date	—
External Id	External_Id2__c	Text	Max 50 chars
Gender	Gender__c	Text	Max 255 chars
Lead	Lead__c	Lookup	→ Lead
Name	Name__c	Text	Max 255 chars
Organization Name	Organization_Name__c	Text	Max 255 chars
Organization Type	Organization_Type__c	Text	Max 255 chars
Person Id	Person_Id__c	Text	Max 255 chars
Sector Primary	Sector_Primary__c	Text	Max 255 chars
Start Date	Start_Date__c	Text	Max 255 chars
Start Date	Start_Date_dt__c	Date	—
State	State__c	Text	Max 255 chars
Status	Status__c	Picklist	Current, Prior
Zip	Zip__c	Text	Max 20 chars

Committee (Committee__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Address	Address__c	Text	Max 255 chars
Age	Age__c	Number	—
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
City	City__c	Text	Max 255 chars
Committee Id	Committee_Id__c	Text	Max 25 chars
Committee Title	Committee_Title__c	Text	Max 255 chars
Contact	Contact__c	Lookup	→ Contact
Country	Country__c	Text	Max 255 chars
Current Public Boards	Current_Public_Boards__c	Number	—
Description	Description__c	LongTextArea	Max 32768 chars
Duration	Duration__c	Text	Max 80 chars
End Date	End_Date__c	Text	Max 255 chars
End Date	End_Date_dt__c	Date	—
External Id	External_Id2__c	Text	Max 50 chars
Gender	Gender__c	Text	Max 255 chars
Individual Name	Individual_Name__c	Text	Max 255 chars
Lead	Lead__c	Lookup	→ Lead
Name	Name__c	Text	Max 255 chars
Organization Name	Organization_Name__c	Text	Max 255 chars
Organization Type	Organization_Type__c	Text	Max 255 chars
Person Id	Person_Id__c	Text	Max 255 chars
Sector Primary	Sector_Primary__c	Text	Max 255 chars
Start Date	Start_Date__c	Text	Max 255 chars
Start Date	Start_Date_dt__c	Date	—
State	State__c	Text	Max 255 chars
Status	Status__c	Picklist	Current, Prior
Zip	Zip__c	Text	Max 20 chars

Contact (Contact)

Field Label	API Name	Type	Details
Account Name	Account_Name__c	Text	—
Age	Age__c	Number	—
Altrata Match	Altrata_Match__c	Checkbox	—
Altrata Matched Date	Altrata_Matched_Date__c	Date	—
Altrata Personal Primary Email	Altrata_Personal_Primary_Email__c	Text	Max 255 chars
Altrata Profile Id	Altrata_Profile_Id__c	Text	Max 100 chars
Altrata Profile	Altrata_Profile__c	Lookup	→ Altrata_Profile__c
Altrata matching	Altrata_matching__c	Checkbox	—
Executive Summary	Executive_Summary__c	LongTextArea	Max 32768 chars
Has Match Result	Has_Match_Result__c	Checkbox	—
Job Change Flag DateTime	Job_Change_Flag_DateTime__c	DateTime	—
Job Change Flag	Job_Change_Flag__c	Checkbox	—
Organization Name	Organization_Name__c	Text	Max 255 chars
Role Title	Role_Title__c	Text	Max 255 chars

Donations (Donations__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Amount	Amount__c	Currency	—
Contact	Contact__c	Lookup	→ Contact
Donation Date	Donation_Date_Dt__c	Date	—
Donation Date	Donation_Date__c	Text	Max 50 chars
Donor People	Donor_People__c	Text	Max 255 chars
External Id	External_Id__c	Text	Max 50 chars
Lead	Lead__c	Lookup	→ Lead
Organization Name	Organization_Name__c	Text	Max 255 chars
Organization Sector	Organization_Sector__c	Text	Max 255 chars

Education (Education__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Address	Address__c	Text	Max 255 chars
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
City	City__c	Text	Max 255 chars
Contact	Contact__c	Lookup	→ Contact
Country	Country__c	Text	Max 255 chars
Date	Date__c	Date	—
Degree Title	Degree_Title__c	Text	Max 255 chars
Duration	Duration__c	Text	Max 80 chars
Education Id	Education_Id__c	Text	Max 25 chars
End Date	End_Date__c	Text	Max 255 chars
End Date	End_Date_dt__c	Date	—
External Id	External_Id2__c	Text	Max 50 chars
Lead	Lead__c	Lookup	→ Lead
Organization Name	Organization_Name__c	Text	Max 255 chars
Organization Type	Organization_Type__c	Text	Max 255 chars
Qualification	Qualification__c	Text	Max 255 chars
Start Date	Start_Date__c	Text	Max 255 chars
Start Date	Start_Date_dt__c	Date	—
State	State__c	Text	Max 255 chars
Zip	Zip__c	Text	Max 255 chars

Employment (Employment__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Address	Address__c	Text	Max 255 chars
Age	Age__c	Number	—
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
City	City__c	Text	Max 255 chars
Contact	Contact__c	Lookup	→ Contact
Country	Country__c	Text	Max 255 chars
Duration	Duration__c	Text	Max 80 chars
Employment Id	Employment_Id__c	Text	Max 50 chars
Employment Org Id	Employment_Org_Id__c	Text	Max 25 chars
End Date	End_Date__c	Text	Max 255 chars
End Date	End_Date_dt__c	Date	—
External Id	External_Id2__c	Text	Max 50 chars
Gender	Gender__c	Text	Max 255 chars
Lead	Lead__c	Lookup	→ Lead
LinkedIn Profile	LinkedIn_Profile__c	Text	Max 255 chars
Name	Name__c	Text	Max 255 chars
Organization Type	Organization_Type__c	Text	Max 255 chars
Person Id	Person_Id__c	Text	Max 255 chars
Primary Organization	Primary_Organization__c	Text	Max 255 chars
Primary Role	Primary_Role__c	Text	Max 255 chars
Sector Primary	Sector_Primary__c	Text	Max 255 chars
Start Date	Start_Date__c	Text	Max 255 chars
Start Date	Start_Date_dt__c	Date	—
State	State__c	Text	Max 255 chars
Status	Status__c	Picklist	Current, Prior
Title	Title__c	Text	Max 255 chars
Type	Type__c	Text	Max 255 chars
Zip	Zip__c	Text	Max 20 chars

Family Details (Family_Details__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Age	Age__c	Text	Max 100 chars
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Contact	Contact__c	Lookup	→ Contact
End Date	End_Date__c	Text	Max 50 chars
End Date	End_Date_dt__c	Date	—
External Id	External_Id__c	Text	Max 100 chars
Gender	Gender__c	Text	Max 100 chars
Lead	Lead__c	Lookup	→ Lead
Person Id	Person_Id__c	Text	Max 50 chars
Start Date	Start_Date__c	Text	Max 50 chars
Start Date	Start_Date_dt__c	Date	—
Status	Status__c	Text	Max 100 chars
Type	Type__c	Text	Max 100 chars

Interests & Hobbies (Interests_and_Hobbies__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Category	Category__c	Text	Max 255 chars
Contact	Contact__c	Lookup	→ Contact
Description	Description__c	LongTextArea	Max 3000 chars
External Id	External_Id__c	Text	Max 255 chars
Lead	Lead__c	Lookup	→ Lead
Pursuit	Pursuit__c	Text	Max 255 chars

Lead (Lead)

Field Label	API Name	Type	Details
Age	Age__c	Number	—
Altrata Match	Altrata_Match__c	Checkbox	—
Altrata Matched Date	Altrata_Matched_Date__c	Date	—
Altrata Personal Primary Email	Altrata_Personal_Primary_Email__c	Text	Max 255 chars
Altrata Profile Id	Altrata_Profile_Id__c	Text	Max 100 chars
Altrata Profile	Altrata_Profile__c	Lookup	→ Altrata_Profile__c
Altrata matching	Altrata_matching__c	Checkbox	—
Executive Summary	Executive_Summary__c	LongTextArea	Max 32768 chars
Has Match Result	Has_Match_Result__c	Checkbox	—
Organization Name	Organization_Name__c	Text	Max 255 chars
Role Title	Role_Title__c	Text	Max 255 chars

Membership (Membership__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Contact	Contact__c	Lookup	→ Contact
CurrentPriorStatus	CurrentPriorStatus__c	Text	Max 255 chars
Duration	Duration__c	Text	Max 80 chars
End Date Display Date	End_Date_Display_Date__c	Text	Max 255 chars
End Date	End_Date_dt__c	Date	—
External Id	External_Id2__c	Text	Max 50 chars
Head Office Address City	Head_Office_Address_City__c	Text	Max 255 chars
Head Office Address Country	Head_Office_Address_Country__c	Text	Max 255 chars
Head Office Address State	Head_Office_Address_State__c	Text	Max 255 chars
Head Office Address Zip	Head_Office_Address_Zip__c	Text	Max 255 chars
Head Office Address	Head_Office_Address__c	Text	Max 255 chars
Lead	Lead__c	Lookup	→ Lead
Organization Id	Organization_Id__c	Text	Max 50 chars
Organization Name	Organization_Name__c	Text	Max 255 chars
Organization Sector Primary	Organization_Sector_Primary__c	Text	Max 255 chars
Organization Type	Organization_Type__c	Text	Max 255 chars
Start Date Display Date	Start_Date_Display_Date__c	Text	Max 255 chars
Start Date	Start_Date_dt__c	Date	—
Status	Status__c	Text	Max 255 chars
Title	Title__c	Text	Max 255 chars
Membership Id	id__c	Text	Max 80 chars

Path (Path__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Already in CRM	Already_in_CRM__c	Checkbox	—
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Contact	Contact__c	Lookup	→ Contact
Entity Email	Entity_Email__c	Text	Max 255 chars
Entity Id	Entity_Id__c	Text	Max 20 chars
Entity Is Restricted	Entity_Is_Restricted__c	Checkbox	—
Entity Name	Entity_Name__c	Text	Max 255 chars
Entity Role Primary Organization Id	Entity_Role_Primary_Organization_Id__c	Text	Max 20 chars
Entity Role Primary Organization Is Rest	Entity_Role_Primary_Organization_Is_Rest__c	Checkbox	—
Entity Role Primary Organization Name	Entity_Role_Primary_Organization_Name__c	Text	Max 255 chars
Entity Role Primary Title	Entity_Role_Primary_Title__c	Text	Max 255 chars
External Id	External_Id__c	Text	Max 40 chars
Lead	Lead__c	Lookup	→ Lead
Relationship Additional Info	Relationship_Additional_Info__c	Text	Max 10 chars
Relationship Overlap Types	Relationship_Overlap_Types__c	Text	Max 40 chars
Relationship Relationship Strength	Relationship_Relationship_Strength__c	Text	Max 10 chars
Sf Id	Sf_Id__c	Text	Max 18 chars

Political Donation Summary (Political_Donation_Summary__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Average Donation Amount	Average_Donation_Amount__c	Currency	—
Contact	Contact__c	Lookup	→ Contact
External Id	External_Id__c	Text	Max 255 chars
Highest Donation Amount	Highest_Donation_Amount__c	Currency	—
Lead	Lead__c	Lookup	→ Lead
Lowest Donation Amount	Lowest_Donation_Amount__c	Currency	—
Total Donation Amount	Total_Donation_Amount__c	Currency	—
Total Donation Count	Total_Donation_Count__c	Currency	—

Political Donation (Political_Donation__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Amount	Amount__c	Currency	—
Contact	Contact__c	Lookup	→ Contact
Donation Date	Donation_Date__c	Text	Max 10 chars
Donation Date	Donation_Date_dt__c	Date	—
External Id	External_Id__c	Text	Max 255 chars
Lead	Lead__c	Lookup	→ Lead
Name	Name__c	Text	Max 255 chars
Organization Name	Organization_Name__c	Text	Max 255 chars
Political Party	Political_Party__c	Text	Max 255 chars

Wealth Asset (Wealth_Asset__c)

Field Label	API Name	Type	Details
Account	Account__c	Lookup	→ Account
Altrata Profile	Altrata_Profile__c	MasterDetail	→ Altrata_Profile__c
Asset Type	Asset_Type__c	Text	Max 255 chars
Classification	Classification__c	Text	Max 255 chars
Contact	Contact__c	Lookup	→ Contact
Description	Description__c	LongTextArea	Max 131072 chars
External Id	External_Id__c	Text	Max 255 chars
Lead	Lead__c	Lookup	→ Lead
Ownership	Ownership__c	Percent	—
Purchased Date	Purchased_Date__c	Text	Max 80 chars
Value	Value__c	Currency	—