Person (Contact)

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The standard Salesforce Contact object is relabelled as Person and represents an individual, such as:

  • a contact, partner or child in an advice client household;
  • a key employee contact at a business client;
  • a fund member; or
  • a key staff member at a provider company. 

Standard Field Label & API Name

Type

Description

Birthdate

Birthdate

Date

The date of birth of the person.

Description

Description

Long Text Area (32000)

A brief description of the person.

Do Not Call

DoNotCall

Checkbox

Indicates that the person does not want to be contacted via telephone.

Email

Email

Email

The primary email address for the person.

Email Opt Out

HasOptedOutOfEmail

Checkbox

Indicates that the person does not want to be contacted via email.

Fax Opt Out

HasOptedOutOfFax

Checkbox

Indicates that the person does not want to be contacted via fax.

Home Phone

HomePhone

Phone

The home telephone number of the person.

Id

Id

Id

Unique identifier for the person.

Mailing Address

MailingAddress

Address

The postal address of the person.

Mobile

MobilePhone

Phone

The mobile (cell) telephone number for the person.

Name

Salutation

First Name

Last Name

Name

Picklist

Text (20)

Text (80)

The name and salutation for the person.

Other Phone

OtherPhone

Phone

An alternate telephone number for the person.

Title

Title

Text (128)

The person’s job title.

Business Phone

Phone

Phone

Main work telephone number of the person.

 

Custom Field Label & API Name

Type

Description

Age

cloupra__Age__c

Formula (Number)

The person’s current age.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the person.

Birthday MMDD

cloupra__Birthday_MMDD__c

Formula (Text)

The month and day of the person's birthday used for sorting.

Birth Month

cloupra__Birth_Month__c

Formula (Text)

The month of the person's birthday abbreviated to three letters, e.g. Jan, Feb, etc.

Communication Preferences

cloupra__Communication_Preferences__c

Text Area (255)

The person's preferences for communication methods, e.g. "Work phone for calls during business hours, mobile after hours (but not after 8pm), email for anything in writing."

Contact Preferences

cloupra__Contact_Preference__c

 

Lookup (Category)

Contact preference of the person from available options

Date of Death

cloupra__Death_Date__c

Date

The date the person died.

Display Name

cloupra__Display_Name__c

Formula (Text)

The person’s full name, incorporating their preferred first name.

Email Addresses

cloupra__Email_Addresses__c

Formula (Number)

The number of email addresses held for this person.

Employer

cloupra__Employer__c

Text (80)

The person’s employer.

Employment Status

cloupra__Employment_Status__c

Picklist

The nature of the person’s employment, e.g. permanent employee, casual, retired, etc.

External Id

cloupra__External_Id__c

Text (25) (External ID, Unique, Case Insensitive)

A unique identifier for the person from an external system.

External Number 1

cloupra__External_Number_1__c

Text (50)

An identifying number issued by an external entity or agency, for example a HIN issued by a broker.

External Number 2

cloupra__External_Number_2__c

Text (50)

An identifying number issued by an external entity or agency, for example a HIN issued by a broker.

External Number 3

cloupra__External_Number_3__c

Text (50)

An identifying number issued by an external entity or agency, for example a HIN issued by a broker. 

Facebook

cloupra__Facebook__c

Formula (Text)

The URL for the person’s Facebook page.

Facebook Username

cloupra__Facebook_Username__c

URL (255)

The person’s Facebook username.

Flag 1

cloupra__Flag_1__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 2

cloupra__Flag_2__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 3

cloupra__Flag_3__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 4

cloupra__Flag_4__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 5

cloupra__Flag_5__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

General Health

cloupra__General_Health__c

Picklist

The general health the person, e.g. good, average, poor, etc.

Health Concerns

cloupra__Health_Concerns__c

Text Area (255)

A short description of any health concerns of the person.

ID Verified?

cloupra__ID_Verified__c

Checkbox

Indicates the person's identification has been verified.

Industry

cloupra__Industry__c

Picklist

The industry in which the person works, e.g. construction, retail trade, professional services, etc.

Interests

cloupra__Interest__c

Picklist (Multi-Select)

Personal interests or hobbies of the person, e.g. cricket, golf, opera, etc.

LinkedIn

cloupra__LinkedIn__c

Formula (Text)

Well-formed URL for the person’s LinkedIn profile.

LinkedIn Photo

cloupra__LinkedIn_Photo__c

Formula (Text)

The URL for the person’s LinkedIn photo.

LinkedIn Photo URL

cloupra__LinkedIn_Photo_URL__c

URL (255)

The URL for the person's photo on LinkedIn. Used to display their photo in Practifi pages.

LinkedIn URL

cloupra__LinkedIn_URL__c

URL (255)

The URL for the person's LinkedIn profile.

Middle Names

cloupra__Middle_Names__c

Text (50)

The person’s middle name/s.

Occupation

cloupra__Occupation__c

Text (50)

The person’s primary occupation.

Occupation Class

cloupra__Occupation_Class__c

Lookup (Category)

The person's occupation class, for life insurance purposes.

OmniLife URL

cloupra__OmniLifeURL__c

Formula (Text)

The URL for the OmniLife insurance comparison tool, where enabled.

Other Email

cloupra__Other_Email__c

Email

An alternate email address for the person.

Personal Email

cloupra__Personal_Email__c

Email

The personal email address for the person.

Person Segment

cloupra__Person_Segment__c

Lookup (Category)

Person segment, e.g. platinum, gold, silver, etc.

Photo File

cloupra__Photo_File__c

Lookup (File)

The person’s photo image file.

Preferred Name

cloupra__Preferred_Name__c

Text (40)

The person’s preferred name, e.g. Elizabeth may prefer being called Liz.

Regulatory Number 1

cloupra__Regulatory_Number_1__c

Text (50)

Identifier issued by an authority, examples include Centrelink CRN in Australia.

Residency Status

cloupra__Residency_Status__c

Picklist

The person’s residency status, e.g. citizen, permanent resident, etc.

Sex

Cloupra__sex__c

Picklist

The person’s sex.

Smoker

cloupra__Smoker__c

Picklist

The person’s smoking status, e.g. yes, quit, never, etc. Generally used as an input into insurance applications.

Stage

cloupra__Stage__c

Lookup (Category)

The current stage of the person, e.g. prospect, client, inactive, etc.

Subscribers List

cloupra__Subscribers_List__c

Picklist (Multi-Select) Practifi's Standard Campaign Monitor list to which a contact can be added. e.g. All Client Email List, Current client Email List, VIP contact, Others

Tax Number

cloupra__Tax_Number__c

Text (20)

(Unique, Case Insensitive)

The social security / government / tax identifier for the person as issued by the relevant government authority, i.e. social security number (US), National Insurance number (UK), tax file number (Australia), etc.

Tax Number Recorded

cloupra__Tax_Number_Recorded__c

Checkbox

Indicates whether a tax number has been recorded.

Tax Residency Status

cloupra__Tax_Residency_Status__c

Picklist

The person’s residency status for tax purposes.

Twitter

cloupra__Twitter__c

Formula (Text)

URL for the person’s Twitter profile.

Twitter Username

cloupra__Twitter_Username__c

URL (255)

The person’s Twitter username.

Will Date

cloupra__Will_Date__c

Date

The date of the person’s last will and testament.

Will Description

cloupra__Will_Description__c

Long Text Area (2000)

A brief note about the person’s will.

Will Location

cloupra__Will_Location__c

Text Area (100)

A brief note about the location of the person’s will, e.g. home safe, solicitor’s office, etc.

Work Email

cloupra__Work_Email__c

Email

The person’s email address at work.

Work Hours

cloupra__Work_Hours__c

Picklist

The hours the person usually works per week, e.g. full-time, part time <10 hrs/wk, etc.

 

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