Excel Add-In for Vault CRM

Build 25.0.9434

StakeholderPreferences

Holds data on individual stakeholder preferences such as communication channels, content types, and engagement frequencies to tailor interactions and campaigns.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the stakeholder preference record, used internally to distinguish it from other records.

Stakeholder Preference Type String True

Indicates the Vault object type associated with the stakeholder preference, which helps categorize the data entity within the Vault platform.

Global ID String True

System-generated global identifier used to uniquely reference the record across multiple Vault environments.

Link String False

System-generated hyperlink providing direct access to the stakeholder preference record within the Vault user interface.

Stakeholder Preference Name String True

User-defined name of the stakeholder preference, typically used to easily identify or describe the preference.

Status String False

Current lifecycle state of the stakeholder preference record, such as Active, Inactive, or Archived.

Created By String True

Username of the individual who initially created the stakeholder preference record.

Created Date Datetime True

Timestamp indicating when the stakeholder preference record was originally created.

Last Modified By String True

Username of the individual who most recently updated the stakeholder preference record.

Last Modified Date Datetime True

Timestamp showing the most recent modification date and time for the stakeholder preference record.

Record Type Name String False

Name of the record type that defines the business rules, layouts, and workflows associated with this stakeholder preference.

Title String False

Descriptive title or label for the stakeholder preference, typically used for reporting and user interface display.

Type String False

Category or classification of the stakeholder preference, such as communication type or scheduling preference.

Value Decimal False

Numerical or weighted value associated with the stakeholder preference, used for scoring or prioritization purposes.

Account String False

Identifier linking the stakeholder preference to a specific CRM account, establishing a contextual relationship.

Owner String False

Vault user or group designated as the owner of the stakeholder preference, responsible for maintaining the record.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to cross-reference or migrate stakeholder preference data into Vault.

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Build 25.0.9434