user’s guide - knowwho knowwho... · 2016-11-10 · salesforce will suggest matching items that...

Table of Contents

Introduction ………………………………………………………………………………………………………………………...……... Page 4

1. Getting Started ………………………………………………………………………………………………………….………..… Page 5

2. Searching for People ……………………………………………………………………………..…………....………………… Page 7

2.1 Member Offices …………………………………………………………………………………….…....……………… Page 8

2.2 Members and Staff …………………………………………………………………………….………………...……. Page 10

2.3 Committees and Caucuses ………………………………………………………….…….………………………... Page 11

2.4 Creating Views ………………………………………………………………………….….…………………………….. Page 12

3. Accounts …………………………………………………………………….……………………..….……………………………….. Page 15

3.1 Congressional Offices ……………………………………………………….……….……………………………….. Page 16

3.2 Additional Account Types …………………………………………………………….……………...…………….. Page 20

4. Contacts …………………………………………………………………...…………………………….…………..….…………….. Page 21

4.1 Members …………………………………………………………………………………….………...……………………. Page 22

4.2 Staffers ………………………………………………………………………………………….…...………………………. Page 27

5. Web Applets ………………………………………………………………………………….…………….…………………………. 0

6. List Wizard ……………………………………………………….…………………………….…………….………………………… Page 31

6.1 Creating a List………………………………………………………………………………..……………….……………. Page 32

6.2 Campaigns ………………………………………………………………………….……….……………….……………… Page 40

7. Reports ………………………………………………………………………………………………..………………………………… Page 44

7.1 Customization ………………………………………………………………………………………………………..……. Page 48

8. Additional Help and Support ………………………………………………….…………………………………….………… Page 53

9. Appendices .………………………………………………………………………………………………………………..…………. Page 54

9.1 Key Terms ……………………………………………………………………………………………………..……………. Page 54

9.2 Taxonomy Report - Issues ……………………………………………………………………………..……………. Page 56

9.3 Taxonomy Report - Titles & Positions …………………………………………………………..…………….. Page 58

9.4 Package Components ……………………………………………………………………………..………………….. Page 62

9.5 Entity Relationship Diagram (ERD) ………………………………………………………..……….……………. Page 69

9.6 Legislative Member Schema ……………………………………………………………….………….…………… Page 70

9.7 People Schema ………………………………………………………………………………….……………………….. Page 71

9.8 Committee Schema ……………………………………………………………………………………………..………. Page 72

INTRODUCTION

What is Congress KnowWho for Salesforce?

Congress KnowWho is a managed package application for Salesforce that integrates seamlessly

into the standard Salesforce Account and Contact objects.

This add-on provides Salesforce users with a comprehensive congressional directory, including

Members of Congress, their staffs, committees, caucuses, leadership offices, and legislative

officers.

NOTE:

Each night KnowWho automatically updates all congressional data to ensure users are

accessing the most up-to-date information.

Last updated 11/4/2016

1. GETTING STARTED

Congress KnowWho seamlessly integrates into the standard Salesforce Accounts and Contacts

objects. Once Congress KnowWho is installed, users can immediately begin working with the

congressional data as they would any other Accounts or Contacts in Salesforce.

Congress KnowWho is automatically updated each night so users always have the most up-to-

date information on congressional members and their staffs.

Users can access a dedicated navigation bar for Congress KnowWho by choosing the KnowWho

application from the options in the upper right corner of the Salesforce navigation bar.

Only licensed users will see the KnowWho tab added to the navigation bar, as well as any other

KnowWho tools, such as Lobbying Activity Tracker or ZDM (ZIP Code to District Matching).


Users can also add the KnowWho tabs to their existing navigation bar by clicking the (+) symbol

on the right side of the navigation bar and then click Customize My Tabs.

Highlight the Tab or Tabs to add to the navigation bar and click the Add button. Use the Up and

Down buttons to change the position of each Tab.

Now that you have added Congress KnowWho to the standard navigation bar, there is no need

to manually change over to the KnowWho application to access it’s features.


2. SEARCHING FOR PEOPLE

Congress KnowWho adds information about congressional offices, committees, and caucuses as

Accounts, and information about Members of Congress, and their staff as Contacts.

Looking up individual Members or staff is as easy as looking up any other Account or Contact in

Salesforce.

Use the Search box to enter the name of a Member of Congress, congressional staffer, commit-

tee or caucus.


2.1 Member Offices

Finding a Member office is often the best place to begin. The example below illustrates how to

locate Senator mark Warner’s Capitol Office.

Start by entering the Member’s last name into the Search box.

Salesforce will suggest matching items that user’s have recently viewed. To selectd one of those

items, simply click it, or click Search for… to run the search.

Once the search is completed, select the result from the list provided. Search results in

Salesforce are grouped by Object so that Accounts and Contacts are grouped separately. If there

are more listings than shown on the screen, the Show More button will appear. Click on this

button to continue scrolling through available listings.


2.1 Member Offices (continued)

When search results aren’t specific enough, they can be filtered to help users find exactly what

they need. In the example below, the addition of the asterisk, allows you to search for the name

“Warner” across all of KnowWho’s directories.

To find Senator Mark Warner’s DC office, click Show Filters, then select CongressForce from the

KnowWho directory drop-down menu, and click Apply Filters.

NOTE:

Members of Congress are listed as Contacts in their congressional offices along with their staff.


2.2 Members and Staff

Members of Congress and congressional staffers are listed on the Account pages for their office.

Once a user has opened a Member office Account they can scroll down to the Contacts section to

find the Member and his or her staff.

Notice the Member of Congress is listed first, followed by staffers, listed in order of title rank.

Use the Show 5 More or Go to List (xx) links to view more staffers,

Members of Congress and congressional staffers may also be found using the Search box and

choosing the Contacts from the list of objects to the left of the search results.

The example below, shows the results for all Members and staffers with the last name “Smith.”


2.3 Committees and Caucuses

Committees and caucuses can also be found easily using the Search box in Salesforce.

In the example below, the user is looking for the House Foreign Affairs Committee.

The results for committees, subcommittees and caucuses are shown in the Accounts

object.

While staffers that work for those committees, subcommittees, or caucuses can be found in the

Contacts object.


2.4 Creating Views

Salesforce makes it easy to focus on a predetermined group of Accounts or Contacts by allowing

users to create and save Views that provide a list of Accounts or Contacts based on saved crite-

ria. KnowWho provides several predefined Views, but any user can create their own view. Views

can also be created by a Salesforce administrator to be shared amongst groups of users.

To create a View for an object, click the Tab for that Object. The example below illustrates how

to create a View of Accounts. This example will build a view of Congressional committees with an

office location and phone number for each committee.

Begin by clicking on Accounts.

Then Create New View.


2.4 Creating Views (continued)

On the Create New View page, users can set the criteria for the Accounts they wish to see in

the View. The criteria and filters for Views works the same as they do for reports. The example

below will create a list of all congressional committees.

Use the Lookup function to quickly find the appropriate values for the filter criteria. More

information about the custom fields added by KnowWho for Salesforce can be found in the

Appendices section of this guide.


2.4 Creating Views (continued)

Once completed, the View will display only the Accounts that meet the criteria set by the user.

Views are useful if a user commonly works with a subset of Accounts or Contacts and needs to

be able to find them quickly. Some additional examples of highly useful Views are:

All the Legislative Assistants that cover a particular issue

All Chiefs of Staff for Members of a particular party

All Appropriations committees and subcommittees


3. ACCOUNTS OVERVIEW

Congress KnowWho uses Accounts to store and display information about congressional offices,

including Member offices, leadership offices, congressional officers, committees, subcommittees,

and caucuses.

This section will provide an overview of the information stored for each office type and some key

features to help you navigate the data more effectively.

NOTE:

Both Members and their staff are Contacts listed inside their congressional office Account. To

find detailed information for a Member or staffer look up the Contact.

Congress KnowWho uses Accounts for the following:

Congressional Member Offices

Committee Offices

Congressional Leadership Offices

Caucus Offices

Congressional Officers


3.1 Congressional Offices

1. ACCOUNT DETAIL—this section provides the basic details about the office holder.

2. ADDRESS INFORMATION—this section provides both a mailing and a physical address. The

mailing address is the preferred format for congressional offices.

3. WEB & SOCIAL MEDA INFORMATION—this section provides links to Member websites and

social media. Clicking any link will open the page in a new browser tab or window.

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3.1 Congressional Offices (continued)

4. KNOWWHO SEAT INFORMATION—t his section provides details about the congressional

district, seniority, and election status of the Member.

5. ADVOCACY INFORMATION— this is a user created object—an example of how you can cus-

tomize KnowWho by adding your own data or third party data.

6. KNOWWHO WEB APPLETS—this section provides links to outside resources for additional

information. See the Web Applet section of this guide for details.

7. ADDITIONAL INFORMATION—this section contains mainly administrative data including

the most recent update time and caucus and committee codes.

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8. CONTACTS— Contacts for congressional offices are the Member and their staffers. You will

see their title, issues, and email addresses.

9. LOBBYING ACTIVITIES (Primary Covered Office)— Users who purchase the Lobbying

Activity Tracker module will see this section, which displays the most recent lobbying activity

logged into Salesforce for the Account and all associated Contacts.

10. YOUR ACCOUNTS IN THIS STATE OR LEGISLATIVE DISTRICT—this section displays

all of the Accounts that are represented by this congressional office. It is only populated when

users purchase the ZDM (ZIP Code to District Matching) module.

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Use the Submit Editorial

Alert button to alert

KnowWho editorial about

staff changes



11. YOUR CONTACTS IN THIS STATE OR LEGISLATIVE DISTRICT— This section displays all

of the Contacts represented by this congressional office. It is only available to ZDM users.

12. FORMER MEMBERS AND STAFFERS— this section contains former Members and staff who

served in this congressional office. It relies on the office itself, not Member holding the office.

13. OPEN ACTIVITIES—this section displays open activities with this congressional office.

14. ACTIVITY HISTORY—this section displays the records of past activities, including calls,

meetings, and emails with this congressional office.

15. NOTES & ATTACHMENTS—this section allows you to save notes or documents related to

this congressional office.

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3.2 Other Account Types

Committee Offices

Leadership Offices

Caucus Offices


4. CONTACTS

Congress KnowWho uses Contacts to store and display information about people, including Mem-bers and congressional staffers. Each Contact is associated with the Account for the office in which they work.

Any logged activities with Contacts will “roll-up” to the Account record for the office so that users

can quickly see all of the communications with a particular office.

NOTE:

Contact records are the primary records for working with and tracking activities with members

and their staff.

Congress KnowWho uses Contacts for the following:

Members of Congress

Congressional Staff


4.1 Members

The first few sections of a Member Contact record reproduce the information found on an

Account record for a congressional office. This makes it easy to find the information you need

without toggling back and forth. It also allows users to run reports on Contacts for Members

instead of Accounts. The next few pages provide a look at the unique data included in a Member

Contact record.


4.1 Members (continued)

1. KNOWWHO BACKGROUND AND BIOGRAPHICAL INFORMATION— this section displays

details about the Member in a fielded format to make generating reports easier.

2. KNOWWHO NARRATIVE BIOGRAPHY— this section displays a full text version of the

Member’s biography.

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3. KNOWWHO ROLES AND ISSUES— this section displays the Contact’s role in a legislative

office and any issues they have been assigned. For Members, the code is always LEG FR.

4. KNOWWHO WEB APPLETS— this section provides links to outside resources for additional


5. ADDITIONAL INFORMATION— This section contains mainly administrative data, including

the most recent update time, unique ID information, and more.

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4

5

Use the Submit Editorial

Alert button to alert

KnowWho editorial about

staff changes



6. CURRENT ACCOUNT RELATIONSHIPS— this section lists the Member’s committee, sub-

committee, and caucus memberships.

7. FORMER ACCOUNT RELATIONSHIPS— this section lists the committees, subcommittees,

and caucuses to which the Member no longer belongs.

8. FORMER STAFFERS— This section lists staffers who have worked for the Member in the

past. It includes staff from past offices as well as the current office that staffer holds.

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9. LOBBYING ACTIVITIES (Primary Covered Official)— Users who purchase the Lobbying

Activity Tracker module will see this section, which displays the most recent lobbying activity

logged into Salesforce for the Account and all associated Contacts.

10. OPEN ACTIVITIES—this section displays open activities with this Contact.


meetings, and emails with this Contact.

12. CAMPAIGN HISTORY—this section displays the list of email campaigns the Contact has

received. A Contact can also be added to an active Campaign from this section.


this Contact

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4.2 Staffers

1. CONTACT DETAILS— this section displays the basic contact information for the staffer,

including their title and majority/minority status.

2. ADDRESS INFORMATION— includes the staffer’s primary address and mailing address.

3. ADVOCACY INFORMATION—this is a user created object—an example of how you can

customize KnowWho by adding your own data or third party data.

4. WEB AND SOCIAL MEDIA INFORMATION—this section displays any web or social media

links for the staffer, including Facebook and Twitter.

5. KNOWWHO STAFFER INFORMATION—this section displays additional details that Know-

Who has gathered about the staffer.

6. KNOWWHO ROLES AND ISSUES— this section displays the staffer’s role and issues cov-

ered. Roles provide an easy way to find people who share responsibilities, but have different job

titles.

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4.2 Staffers (continued)

7. KNOWWHO WEB APPLETS— this section provides links to outside resources for additional


8. ADDITIONAL INFORMATION— This section contains mainly administrative data, including

the most recent update time, unique ID information, and more.

9. CURRENT ACCOUNT RELATIONSHIPS— this section lists the Member’s committee, sub-

committee, and caucus memberships.

10. FORMER ACCOUNT RELATIONSHIPS— this section lists the committees, subcommittees,

and caucuses to which the Member no longer belongs.

11. FORMER MEMBER RELATIONSHIPS—this section lists any previous positions the staffer

has held with Members of Congress.

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4.2 Staffers (continued)

12. OPEN ACTIVITIES—this section displays open activities with this Staffer.


meetings, and emails with this Staffer.

14. CAMPAIGN HISTORY—this section displays the list of email campaigns the Staffer has re-

ceived. A Contact can also be added to an active Campaign from this section.


this Staffer.

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5. Web Applets

Congress KnowWho offers several web applets that give users access to additional information

hosted by KnowWho about Members of Congress.

Web Applets show up on both Account and Contact pages, and always open in a new browser

window or tab so a user’s workflow is not interrupted.

1. BRIEFING REPORT— creates a PDF version of the information contain in the Account or

Contact. Available for Members, Staffers, Committees, and Caucuses

2. CURRENT NEWS—provides current headlines and stories about current Members. Available

for Members.

3. RESEARCH SERVICES— listing of external sources for more information about a Member of

Congress. Available for Members.

4. CAMPAIGN FINANCES— Access to complete candidate campaign finance information.

5. INTERACTIVE MAP— interactive district map includes congressional districts down to the

street level. Available for Members.

6. BILLS AND LEGISLATION— provides bills and legislation sponsored by a Member or re-

ferred to a Committee. Available for Members and Committees

7. ROLL CAL VOTES— recent roll call votes. Available for Members.

8. CANDIDATES AND ELECTS— information on candidates competing for election. Available

for Members.


6. List Wizard

The List Wizard allows users to quickly build lists of Members and staff without the need to build

or customize a report in Salesforce. Once a list is created via the List Wizard, that list can be

saved for future use. The List Wizard also simplifies the process of setting up Campaigns in

Salesforce to track interactions and communicate with Congress.

This List Wizard is designed to walk users step-by-step through the process of creating a list.

Users are able to generate many different types of lists easily with the List Wizard. However,

more complex lists combining criteria in more ways can be created using Reports.


6.1 Creating a List

Users have two options to create a list— call up a saved list or create a new list.

To call up a previously created and saved list, the user would choose a list from the Select

Saved List drop-down menu as shown below. The list will be generated using the saved criteria

and the results will be completely refreshed with new updated data.

NOTE:

To recover an historical list, users can find the Campaign that was created using the saved list.

See the Campaigns section in this guide for more information.


6.1 Creating a List (continued)

Creating a new list begins by selecting the type of list to be created from the Select New List

Type drop-down menu.



Once the list type is selected, click the Next Step button to define the desired criteria required

to build the list.

In Step 2, users define the criteria for their list. List types have two global criteria.

Address Type— Does the staffer work in the Capitol office, District office or either.

Gender— Filter staffers by gender.

The Address Type selection will be overridden when a Staffer Issue or Responsibility or Staff

Title or Position is selected to guarantee results for each office.

Last updated 11/4/2016 Page 24


To select criteria for the list, click on the blue bars to expand the list of options under that

criteria section, and select the option or options to be included Options selected under a criteria

section work as OR selections. In the section shown below, selecting two or more states would

return staffers from Members representing any of the states.

When selecting options from more than one criteria section, the options in each section are AND

selections. If a user selects one political party and two committees as shown below, the list will

include staffers from Members who are in that political party AND service on both of those

committees.

OR

AND



The criteria available in the List Wizard for Member of Congress staffers is as follows:

1. Member’s State of Representation (the state represented by the Member)

2. Member’s Political Party (the political party of the Member)

3. Member’s Committee (the committee assignments of the Member)

4. Staffer Issue or Responsibility (the issues covered by the staffer)

5. Staffer Title or Position (i.e. Chiefs of Staff / Administrative Assistants would be grouped in

one category)

Click on each bar to expand the criteria options available under that section. For a full list off

staffer issues and responsibilities, see the Taxonomy Report in the Appendices section. For a list

of staff titles or positions, see the table in the Appendixes section of this guide.



To create a list of all Legislative Directors in Congress, a user will click on the Staffer Title or Po-

sition bar to expand the options, then click the box next to “LEG LD—Legislative Director”, then

click the Next Step button.

Selecting Legislative Director will return any staffer who fills the “role” of a legislative director,

regardless of that person’s title. For example, some offices may call their Legislative Director a

Policy Director. The selection of Legislative Director would include those staffers.

In Step 3, users can exclude an office(s) from the list. This is useful to prevent sending messages

to Member offices that would not react well to a message or proposal and offices that have

expressly asked not to receive messages. To complete the list, click the Review List button.



After selecting all the desired criteria, users will see a list preview page that details the criteria

used to create the list and a count of records in the list

From this page, users can save a list, add the records to an existing Campaign, or create a new

Campaign.

NOTE:

Creating a Campaign or adding the list to an existing Campaign, will provide a permanent record

of the list at the time it was run.

Running a saved list later, will reflect any changes that may have occurred since it was last run.



Users may save a list by naming the list in Enter Name for Saved List, and providing an

optional description in Enter Description field. To save, click the Save List button.

To save to an existing campaign, click on the drop-down menu Select Existing Campaign, and

then Add Contacts to Selected Campaign.

To create a new campaign, click Create New Campaign button. In the example below, the user

created a new Campaign called “Q1 Email to LDs.” Once the required fields are completed, click

the Create and Add Contacts button.

Once a user clicks the Create and Add Contacts button, the button will change and a processing

indicator will appear to the left of the botton to show that the Campaign is being created and the

Contacts are being added.


6.2 Campaigns

Once the Campaign is created, the user can see the list of campaign members, add or remove

members, export the list or use a third-party application to send a mass email to the list.

Users can refine the list using the Manage Members button or view and export the list with the

View All Campaign Members link.


6.2 Campaigns (continued)

Users can easily refine their lists to add or remove Contacts with the Manage Members button.

Begin by clicking the Manage Members button and select the Edit Members—Search link from

the drop-down menu.

A filter screen will open, where users can add criteria to refine the list and search for Contacts

they may want to remove from the list.



Below is an example of how you can use the filter option to search for items in your list. In this

example, the user wants to see all Contacts (Members) who do not work in the Capitol office, and

will then allow the user to remove them from the list.

After the filters are set, click the Go! Button to bring up the list of Contacts/Members who fit the

criteria.

To remove all the Contacts/Members from the list, use the top checkbox to the left of the Action

button to highlight all entries, the click Remove. (You may also select items to remove individu-

ally by clicking the Edit | Remove button next to an individual name(s), then click Remove.

Now only Legislative Directors who work in the district offices remain on the list.

NOTE:

Users may also edit the Contacts/Members on a list after the list has been exported to Excel.



By clicking the View All Campaign Members link, a new window opens. To export your list,

click the Export Details button. It is best to export the file as a .CSV file.

The exported file can be used in a variety of ways. In addition, you can edit the file using Mi-

crosoft Excel.


7. Reports

Reports in Salesforce allow users to find, display, and extract information stored in many

different ways. Because Congress KnowWho is fully integrated into Salesforce the congressional

data that it adds to your Salesforce is available for reports.

Congress KnowWho includes several standard reports in Salesforce that users can run and

customize to suite their unique needs. The reports that Congress KnowWho adds can be found

grouped in several folders in the Reports object.

This section provides an overview of the Congress KnowWho reports and tips on customizations.


Reports (continued)

Congress KnowWho Reports are divided into two folders:

1. KW—Congress: contains reports on Members, committees, caucuses, and leadership offices

2. KW—Congress Staff: contains reports on congressional staffers

Both folders can be found along with the other reports folders in Reports & Dashboards


Reports (continued)

Access any Report by selecting the folder or searching by name, and then clicking on the report

name.


Reports (continued)

1. REPORT OPTIONS—these options allow users to summarize reports and adjust the time

scale for information to be included in the report. The options reset each time a report is run.

2. REPORT FILTERS—this section of the report shows the filters that have been applied to

generate the report. They can be changed using either the Edit link or Customize button.

Filters are saved with a report.

3. REPORT DETAILS—these are the records found by the report filters. Each line links back to

the record listed. The information contained in a report can be changed using the Customize

button. The details shown are saved with a report.

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7.1 Customization

Any report in Salesforce can be customized to better suit a user’s unique needs. Any data found

in the Object(s) the report is based on (Account or Contact) can be used to build, and displayed

as part of a report.

All fields available for the report are displayed in a searchable list down the left side of the cus-

tomization page. Filter options are shown above the report detail preview on the right side of the

page.

NOTE:

Any custom fields will be listed at the bottom of the field list for the object. So custom fields on

contacts are displayed last in the contacts section of the list.


7.1 Customization (continued)

All of the fields for any objects used to build the report can be added to the report detail. Users

can search for available fields or find them by scrolling thorugh the list on the left side of the

screen.

To add a field to the report, click on the field name and drag it to the report as shown below.

NOTE:

Users ca also move fields in a report by clicking and dragging them to a new position within the

report.



Filters can be added, removed or changed on reports to change the details displayed in the Re-

port.

To add a filter, click Add.

Select the field, condition, and criteria, then click OK.

CRITERIA FIELD CONDITION



Filters can be easily edited in place to make needed adjustments. In the example below, the Role

Code is changed from “LEG LD” to “LEG LAP”.

To edit a filter, however over the line and click Edit.

Make the required changes and click OK.



Once the adjustments have been made the report can be run, or it can be saved. Reports can

also be saved and details can be exported after the report is run.


8. Additional Help and Training

Salesforce provides licensed users with robust help information and supporting documents. Users

can access get more help at any time by clicking the Help for this Page link in the upper right

of any page.


9. Appendices

9.1 Key Terms

Knowing these key terms will help users work with Congress KnowWho for Salesforce and

Salesforce in general more effectively.

ACCOUNT

An account is an organization, company, or consumer that you want to track—for example, a

customer, partner, or competitor. Congress KnowWho for Salesforce creates Accounts for con-

gressional offices including Members, Committees, and Caucuses

ACTIVITY (Calendar Events/Tasks)

Planned task or event, optionally related to another type of record such as an account, contact,

lead, opportunity, or case. Activities are used to log interactions with Members and congressional

staff including emails sent.

CAMPAIGN

A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in

order to generate prospects and build brand awareness. Campaigns are used to create lists of

congressional staffers or others to send mass-email messages.

CONTACT

Contacts are the individuals associated with your accounts. Congress KnowWho for Salesforce

creates Contacts for every Member of Congress and congressional staffer.

CUSTOM FIELD

A field that can be added in addition to the standard fields to customize Salesforce for your or-

ganization’s needs. Congress KnowWho adds many Custom Fields to Salesforce.

OBJECT

An object allows you to store information in your Salesforce organization. The object is the over-

all definition of the type of information you are storing. For example, the case object allow you to

store information regarding customer inquiries. For each object, your organization will have mul-

tiple records that store the information about specific instances of that type of data. Other Ob-

jects are Accounts, Contacts and Campaigns.

RECORD

A single instance of a Salesforce object. For example, “John Jones” might be the name of a con-

tact record. Each congressional office, committee, caucus, Member of Congress, and congres-

sional staffer are Records.

REPORT

A report returns a set of records that meets certain criteria, and displays it in organized rows and

columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are

stored in folders, which control who has access. Congress KnowWho for Salesforce adds many

Reports to Salesforce which users may customize to better meet their unique needs.


9.1 Key Terms (continued)

TASK

Assigns a task to a user you specify. You can specify the subject, status, priority, and due date of

the task. Tasks are workflow and approval actions that are triggered by workflow rules or ap-

proval processes. Tasks are used to log interactions with Members of Congress, committees, and

congressional staffers. They can be created and completed by a single user or assigned by one

user to another.

NOTE:

All terms are defined by the Salesforce Glossary with additional comments from KnowWho. Users

can find the full glossary in the Help section of Salesforce or by using this URL:

https://help.salesforce.com/HTViewHelpDoc?id=glossary.htm@language=en_US


9.2 Taxonomy Report—Issues

Code Short Description Long Description

ISSUE

Acquisitions Acquisitions Acquisitions, FAR, Procurement, Contracting, Contractors, GSA

Banking Banking Banking, Savings & Loans, Community Banking, Credit Unions

Budget Budget Budget, Congressional Budget Office (CBO), Office of Management & Budget (OMB)

Congress Congress U.S. Senate, U.S. House, Congressional Committees, Congressional Caucuses

Gambling Gambling Gambling, Online Gambling, Casinos, Lottery, Gaming

Gun Issues Gun Issues Gun Issues, Second Amendment, Gun Control

Lobbying Politics Lobbying / Politics Lobbying, Politics, Federal Elections Commission (FEC)

National Security National Security National Security, National Security Administration (NSA)

Native Americans Native American Affairs Native American Affairs, Indian Affairs, Reservations

Small Business Small Business Small Business

Technology Technology Technology, Bio-Technology, Internet, CTO, Cybersecurity, CIO, Computers

Telecommunications Telecommunications Telecommunications, Federal Communications Commission (FCC), Cable, Wire-less

Abortion Abortion Abortion, Pro-Life, Choice

Internet Internet / Social Media Internet, Social Media, World Wide Web

Privacy Privacy / Personal Rights Privacy, Personal Rights

Aerospace Aerospace / Space Space, Aerospace, Aviation, NASA, Aviation, Airlines, Airplanes, Shuttle, Hubble

Agriculture Agriculture / Food Agriculture, Food, Dairy, Fisheries, Forrest, Nutrition, Ethanol, FDA, Tobacco, Aquaculture

Animal Rights Animal Rights Animal Rights, Animal Cruelty

Appropriations Appropriations Appropriations, DC Appropriations

Arts Arts / Humanities Arts, Humanities, History

Campaign Campaigns / Elections Elections, Campaign Reform, Government Reform, Campaign Finance, Voting

Census Census / Redistricting Census, Redistricting

Commerce Commerce / Business Business, Commerce, Small Business, Economic Development, Tourism, Econo-my, Anti-trust, Auto Industry

Communication Communications Communications, Press and Media Relations

Consumers Consumer Affairs Consumer Affairs, Consumer Protection, Privacy, Product Liability, Identity Theft

Crime Crime / Law Enforcement Law Enforcement, Crime, Prison Reform, Controlled Substances

Disability Disabilities / ADA Disability, Americans with Disabilities Act (ADA), Handicapped, Deaf, TTY

Disaster Disaster / Emergency Management / FEMA Disaster Assistance, FEMA, Federal Emergency Management, Preparedness, Response

Economics Economic Development / Economic Policy Economic Development, Economic Policy

Education Education / Schools Education, Schools, K-12, College, University, Military Academies, Scholarships, Student Loans, Pell Grant

Energy Energy / Utilities Energy, Utilities, Ethanol, Oil, Gas, Electricity Deregulation, Nuclear Energy, Rural Electric, Biomass, Wind Energy, Solar Energy

Entertainment Entertainment / Media Entertainment, Media

Environment Environment / Natural Resources

Environment, Natural Resources, Water, Land Use, Conservation, Endangered, Mining, Clean Water, Clean Air, EPA, Interior, Wilderness, Super Fund, Oil, Gas, Nuclear Waste Clean-up, Cap and Trade, Climate Change

Family Family / Children Family, Children, Family Values, Foster Care, Adoption, Child Abuse, Child Sup-port, Head Start

Finance Finance Finance, Securities, Bankruptcy, CFO, Investments, Debt Ceiling

Foreign Foreign Policy / International Affairs

Foreign Policy, International Affairs, Foreign Affairs, Treaties, Non-proliferation, NATO, EU, Organization of American States (OAS), State Department, Embassy, United Nations

Govt Ops Government Operations / Government Reform Government Operations, Government Reform, Regulatory, Civil Service, Federal Employees, Postal, DC government, Passports, VISA, Earmarks

Grants Grants / Interns Grants, Interns, Fellows

Health Health / Medicine Health, Medicine, Health Care, HHS, Long-term Care, Nutrition, Life Issues, FDA, Tobacco, NIH, CDC, Stem cell, Cloning, Prescription Drugs

Homeland Security Homeland Security / Terrorism Homeland Security, Terrorism, Border, Border Security, Bio-terrorism, Coast Guard

Housing Housing Housing, HUD, Community Development

Human Rights Human Rights / Civil Rights Human Rights, Civil Rights, Lesbian, Gay, Bisexual, Transgender Issues (LGBT), Amnesty International, Flag Burning, Migrant Labor, Property rights, War Claims

Immigration Immigration Immigration, Naturalization, Passports, Visa

Insurance Insurance Insurance


9.2 Taxonomy Report—Issues (continued)

Intelligence Intelligence / Counterintelligence Intelligence, Counterintelligence

Intergovernmental Intergovernmental Affairs / State / Local Government Affairs, Federal Affairs, State Affairs, Local Affairs

Judiciary Judiciary / Law / Courts Law, Judiciary, Courts, Tort Reform, Capital Punishment, Copyright, Patents, Constitution, Intellectual Property

Labor Labor / Jobs / Pensions Labor, Jobs, Pensions, Job Training, Migrant Labor, Minimum Wage, Out Sourc-ing, Personnel, Pensions, Employment, Unions

Land Use Land Use / Water / Oceans Water, Land Use, Oceans, Public Lands, Corps of Engineers, Flood Control, Parks, Grazing, Water Resources Development, Forest Service, BLM, Mining, Rivers

Logistics Logistics / Planning Planning, Logistics

Medicare Medicare / Medicaid Medicare, Medicaid

Military Military / Defense Defense, Military, Armed Services, National Guard, Reserves, Base Closure, NATO, Forces, Military Construction, Readiness

Minorities Minority / Ethnic Minority, Ethnic, Race, Hispanic Outreach, Affirmative Action, Black Caucus, Equal Employment Opportunity Commission (EEOC)

Public Affairs Public Affairs / Outreach Public Affairs, Outreach

Public Works Public Works / Infrastructure Public Works, Infrastructure, Corps of Engineers, Clean Water, Solid Waste, Inter-state Waste

Recreation Recreation / Sports / Parks Recreation, Sports, Parks, Leisure, Bikes, Hunting, Fishing

Regulation Regulation / Regulatory Regulation, Regulatory

Religion Religion Religion, Faith-based Initiates, 10 Commandments

Rules Rules / Ethics Rules, Ethics, Rules Committee, Government Ethics

Rural Affairs Rural Affairs Rural Affairs, Rural Development, Rural Electric

Science Science Science, Bio-technology, NOAA, Stem Cell, Cloning, Research, Research & Devel-opment, Bioethics

Seniors Seniors / Aging / Elderly Seniors, Aging, Elderly, Pensions, Long-Term Care, Social Security, Medicare, Medicaid

Social Security Social Security Social Security

Tax Tax / Revenue Tax, Revenue, IRS, VAT Tax, Taxation

Trade Trade / Exports / Imports Trade, Exports, Imports, Foreign Trade

Transportation Transportation Transportation, Maritime Issues, Merchant Marine, Infrastructure, Railroad, Airlines, Roads, Highway, Bridges, Interstate

Urban Affairs Urban Affairs / Urban Development Urban Development, Urban Affairs, HUD

Veterans Veterans Affairs Veterans' Affairs

Welfare Welfare / Social Issues Welfare, Social Issues, Social Welfare, Social Services, Poverty, Homeless, Food Stamps

Women Womens Issues Women's Issues, Reproductive Rights, Adoption, Equal Pay


9.3 Taxonomy Report—Titles & Positions

MEMBER ROLE

LEG FLR Floor Leader Floor Leader

LEG FPANM Federal Panel Member Federal Panel Member

LEG FR US Representative US Representative

LEG FS US Senator US Senator

LEG MCH Minority Chairman Minority Chairman

LEG MVC Minority Vice Chair Minority Vice Chair

LEG RMB Ranking Member Ranking Member

LEG RMM Ranking Minority Member Ranking Minority Member

LEG SCH Sub Chairperson Sub Chairperson

LEG SVC Second Vice Chair Second Vice Chair

LEG VCH Vice Chair Vice Chair

LEG VRM Vice Ranking Minority Member Vice Ranking Minority Member

LEG WHP Whip Whip

LEG ACH Alternate Chair Alternate Chair

LEG ACHM Acting Chairman Acting Chairman

LEG ADH Ad Hoc Ad Hoc

LEG ADV Advisory Member Advisory Member

LEG ALT Alternate Alternate

LEG ARM Assistant Ranking Minority Member Assistant Ranking Minority Member

LEG AVC Assistant Vice Chair Assistant Vice Chair

LEG CCH Co-Chair Co-Chair

LEG CD Communications Director Communications Director

LEG CHE Chair Emeritus Chair Emeritus

LEG CHM Chairman Chairman

LEG CVC Co-Vice Chair Co-Vice Chair


9.3 Taxonomy Report—Titles & Positions (continued)

MEMBER STAFF ROLE

LEG AA Chief of Staff / Administrative Assistant Chief of Staff, Administrative Assistant

LEG LD Legislative Director Legislative Director

LEG DD District Director / District Chief of Staff District Director, District Chief of Staff

LEG LAP Legislative Assistant / Policy Advisor Legislative Assistant, Policy Advisor

LEG RDR Regional Director Regional Director

LEG PSO Press Secretary / Communications Director / Oth-er Liaison Press Secretary, Communications Director, Other Liaison

LEG NMD New Media Director / Online Communications New Media Director, Online Communications

LEG OUT Outreach Outreach

LEG AV Senior Advisor / Advisor Senior Advisor, Advisor

LEG EAP Executive Assistant / Personal Assistant Executive Assistant, Personal Assistant

LEG FA Financial Administrator Financial Administrator

LEG FL Fellow / Detailee Fellow, Detailee

LEG GAC Counsel / General Counsel Counsel, General Counsel

LEG OM Office Manager / Office Administrator Office Manager, Office Administrator

LEG RA Research Assistant / Legislative Aide Research Assistant, Legislative Aide

LEG SC Scheduler Scheduler

LEG SO Systems Administrator Systems Administrator

LEG SP Special Assistant / Special Projects Special Assistant, Special Projects

LEG SSS Senior Secretary / Secretary Senior Secretary, Secretary

LEG PRA Press Assistant Press Assistant

LEG LC Legislative Correspondent Legislative Correspondent

LEG SA Staff Assistant Staff Assistant

LEG MM Mailroom Manager / Mail Operations / Mail Ser-vices Mailroom Manager, Mail Operations, Mail Services

LEG FDR Field Rep Field Rep

LEG CW Caseworker / Constituent Liaison Caseworker, Constituent Liaison

LEG TC Tour Coordinator Tour Coordinator

LEG RE Receptionist Receptionist

LEG IN Intern Coordinator Intern Coordinator

LEG INT Intern Intern



COMMITTEE STAFF ROLE

LEG SD Staff Director / Chief of Staff Staff Director, Chief of Staff

LEG AD Administrative Director Administrative Director

LEG CK Clerk Clerk

LEG PS Press Secretary / Communications Director Press Secretary, Communications Director



LEG PLP Protocol / Liaison / Public Affairs Protocol, Liaison, Public Affairs

LEG PD Policy Director Policy Director

LEG PAF Policy Analyst / Analyst Policy Analyst, Analyst

LEG LA Legislative Assistant Legislative Assistant


LEG AC Finance Director / Accountant / Financial Finance Director, Accountant, Financial

LEG DS Director of Security Director of Security

LEG EA Executive Assistant Executive Assistant

LEG EC Economist Economist

LEG MSS Member Services Staff Member Services Staff

LEG FLS Floor Staff Floor Staff

LEG PM Professional Staff Member / Parliamentarian Professional Staff Member, Parliamentarian

LEG PRR Special Projects / Project Director Special Projects, Project Director

LEG FL Fellow / Detailee Fellow, Detailee

LEG SCA Staff Consultant / Consultant / Staff Advisor / Advisor Staff Consultant, Consultant, Staff Advisor, Advisor

LEG CR Curator Curator

LEG ED Editor / Publications Editor, Publications

LEG INV Investigator Investigator


LEG OMS Office Manager Office Manager

LEG RG Registrar Registrar

LEG SOI Systems Administrator / Systems Operator Systems Administrator, Systems Operator

LEG SSS Senior Secretary / Secretary Senior Secretary, Secretary


LEG LCA Legislative Correspondent / Legislative Aide Legislative Correspondent, Legislative Aide

LEG RD Research Director Research Director

LEG SAR Staff Assistant / Staff Researcher Staff Assistant, Staff Researcher

LEG AI Administrative Aide Administrative Aide

LEG AS Associate Staff Associate Staff





OFFICER STAFF ROLE

LEG SD Staff Director / Chief of Staff Staff Director, Chief of Staff

LEG AD Administrative Director Administrative Director


LEG CK Clerk Clerk

LEG PD Policy Director Policy Director

LEG PA Senior Analyst / Policy Analyst / Advisor Senior Analyst, Policy Analyst, Advisor

LEG LA Legislative Assistant Legislative Assistant

LEG PS Press Secretary / Communications Director Press Secretary, Communications Director



LEG EA Executive Assistant Executive Assistant


LEG PMF Professional Staff Member Professional Staff Member

LEG PL Parliamentarian Parliamentarian

LEG CT Comptroller Comptroller

LEG MSS Member Services Staff Member Services Staff

LEG FLS Floor Staff Floor Staff

LEG AS Associate Staff Associate Staff


LEG LCA Legislative Correspondent / Legislative Aide Legislative Correspondent, Legislative Aide

LEG OM Office Manager / Office Administrator Office Manager, Office Administrator

LEG EC Economist Economist

LEG DS Director of Security Director of Security

LEG INV Investigator Investigator

LEG PRR Special Projects / Project Director Special Projects, Project Director

LEG CP Chaplain Chaplain

LEG SPA Special Assistant Special Assistant

LEG SA Staff Assistant Staff Assistant

LEG SOI Systems Administrator / Systems Operator Systems Administrator, Systems Operator

LEG CR Curator Curator

LEG RG Registrar Registrar

LEG AC Finance Director / Accountant / Financial Finance Director, Accountant, Financial

LEG ED Editor / Publications Editor, Publications




9.4 Package Components

Name Parent Object Type

Account Order KnowWho Former Contacts Custom Field

Account Order KnowWho Current Relationship Custom Field

Account Order KnowWho Former Account Custom Field

Account Order KnowWho Former Staff Custom Field

Bills Contact Custom Field

Bills and Legislation Contact Custom Field

Bills and Legislation Account Custom Field

Bills URL Account Custom Field

Biography Contact Custom Field

Blog Account Custom Field

Blog Contact Custom Field

Born Contact Custom Field

Briefing Report Contact Custom Field

Briefing Report Account Custom Field

Briefing URL Account Custom Field

Briefing URL Contact Custom Field

Building Contact Custom Field

Building Account Custom Field

Campaign Finances Contact Custom Field

Campaign Finances Account Custom Field

Candidates and Elects Contact Custom Field

Candidates and Elects Account Custom Field

Candidates URL Account Custom Field

Caucus Description Account Custom Field

Caucus Memberships Account Custom Field

Chamber Contact Custom Field

Chamber Account Custom Field

City Contact Custom Field

City Account Custom Field

Code KnowWho Taxonomy Custom Field

Committee Assignments Account Custom Field

Committee Jurisdiction Account Custom Field

Committee Name KnowWho Former Account Custom Field

Committee Staffer KnowWho Taxonomy Custom Field

Congressional Caucuses Report

Congressional Committees Report

Contact Name Contact Custom Field

Contact Name KnowWho Former Contacts Custom Field

Contact Name KnowWho Former Staff Custom Field

Contact Order KnowWho Former Contacts Custom Field

Contact Order KnowWho Current Relationship Custom Field

Contact Order KnowWho Former Staff Custom Field

Counties Account Custom Field

Counties Contact Custom Field

Current Account KnowWho Former Contacts Custom Field

Current Account KnowWho Former Staff Custom Field

Current News Contact Custom Field

Current News Account Custom Field

District Code Account Custom Field

District Code Contact Custom Field


9.4 Package Components (continued)

District Description Account Custom Field

District Description Contact Custom Field

Education Contact Custom Field

Elected Contact Custom Field

Elected Account Custom Field

Ethnicity Contact Custom Field

Facebook Profile Contact Custom Field

Facebook Profile Account Custom Field

Family Contact Custom Field

Finance URL Account Custom Field

Former Title or Position KnowWho Former Contacts Custom Field

Former Title or Position KnowWho Former Staff Custom Field

Full Name Contact Custom Field

Gender Contact Custom Field

House Caucuses Report

House Committee Rosters Report

House Committees Report

House Leadership Report

House Member Committee Assignments 1 Report

House Member Committee Assignments 2 Report

House Member Contact List Report

House Officers Report

Interactive Map Contact Custom Field

Interactive Map Account Custom Field

Issues Contact Custom Field

Issues - Mailing Contact Custom Field

Joint Caucus Memberships Account Custom Field

KnowWho Address Contact Custom Field

KnowWho Address Account Custom Field

KnowWho Category Contact Custom Field

KnowWho Category Account Custom Field

KnowWho Code Account Custom Field

KnowWho Current Relationship Custom Object

KnowWho Directory Contact Custom Field

KnowWho Directory Account Custom Field

KnowWho Force Document Folder

KnowWho Former Account Custom Object

KnowWho Former Contacts Custom Object

KnowWho Former Relationship Layout KnowWho Former Account Page Layout

KnowWho Former Staff Custom Object

KnowWho Former Staff Layout KnowWho Former Staff Page Layout

KnowWho Historical Layout KnowWho Former Contacts Page Layout

KnowWho Id KnowWho Current Relationship Custom Field

KnowWho Record ID KnowWho Former Contacts Custom Field

KnowWho Record Id KnowWho Former Account Custom Field

KnowWho Record ID KnowWho Former Staff Custom Field

KnowWho Record ID Contact Custom Field

KnowWho Record ID Account Custom Field

KnowWho Role Description KnowWho Current Relationship Custom Field

KnowWho Role Description KnowWho Former Account Custom Field



KnowWho Taxonomy Report

KnowWho Taxonomy Custom Object

KnowWho Taxonomy - Committee Staffers Report

KnowWho Taxonomy - House Caucuses Report

KnowWho Taxonomy - House Committees Report

KnowWho Taxonomy - House Leadership Report

KnowWho Taxonomy - House Officers Report

KnowWho Taxonomy - Joint Caucuses Report

KnowWho Taxonomy - Joint Committees Report

KnowWho Taxonomy - Leadership Staffers Report

KnowWho Taxonomy - Member Staffers Report

KnowWho Taxonomy - Senate Caucuses Report

KnowWho Taxonomy - Senate Committees Report

KnowWho Taxonomy - Senate Leadership Report

KnowWho Taxonomy - Senate Officers Report

KnowWho Taxonomy Layout KnowWho Taxonomy Page Layout

KnowWho Template Contact Custom Field

KnowWho Template Account Custom Field

KnowWho Title Contact Custom Field

KnowWho Updated Contact Custom Field

KnowWho Updated Account Custom Field

KW - Caucus Account Record Type

KW - Caucus Former Account Record Type

KW - Committee Account Record Type

KW - Committee Former Account Record Type

KW - Congress Report Folder

KW - Congress Staff Report Folder

KW - Former Account Record Type

KW - General Report Folder

KW - Member Account Record Type

KW - Member Former Contact Record Type

KW - Member Former Account Record Type

KW - Member Record Contact Record Type

KW - Officer Account Record Type

KW - Officer Former Account Record Type

KW - Officer Former Contact Record Type

KW - Officer Record Contact Record Type

KW - Staffer Former Contact Record Type

KW - Staffer Record Contact Record Type

KW Account Caucus Account Page Layout

KW Account Caucus Former Account Page Layout

KW Account Committee Account Page Layout

KW Account Committee Former Account Page Layout

KW Account Former Account Page Layout

KW Account Member Account Page Layout

KW Account Member Former Account Page Layout

KW Account Officer Account Page Layout

KW Account Officer Former Account Page Layout

KW ALL Member Chiefs of Staff Contact List View

KW ALL Member Staff covering Health Care Contact List View



KW ALL Members from CA (ALL) Account List View

KW ALL Members Not Running Again (CO) Account List View

KW ALL Members who Twitter (CO) Account List View

KW ALL Reps Freshmen (CO) Account List View

KW ALL Reps who are Grandfathers Contact List View

KW ALL Reps who were in the Navy Contact List View

KW ALL Senators (CO) Account List View

KW ALL Senators in RSOB (CO) Account List View

KW ALL Senators running in 2012 Contact List View

KW ALL Senators who attended Georgetown Contact List View

KW DEM Members who are Female Contact List View

KW DEM Reps (DO) Account List View

KW Edit Link Contact Custom Field

KW Edit Link Account Custom Field

KW Edit Link Formula Contact Custom Field

KW Edit Link Formula Account Custom Field

KW GOP Members on Appropriations (ALL) Account List View

KW GOP Members who are Episcopalian Contact List View

KW House Caucuses Account List View

KW House Committees Account List View

KW House Leadership Account List View

KW House Officers Account List View

KW Joint Caucuses Account List View

KW Joint Committees Account List View

KW MAJ Committee Staff Directors Contact List View

KW Member Ultimate Contact Page Layout

KW Member Ultimate Former Contact Page Layout

KW MIN Committee Staff on Appropriations Contact List View

KW Officer Former Contact Page Layout

KW Officer Ultimate Contact Page Layout

KW Relationship Layout KnowWho Current Relationship Page Layout

KW Senate Caucuses Account List View

KW Senate Committees Account List View

KW Senate Leadership Account List View

KW Senate Officers Account List View

KW Staffer Ultimate Contact Page Layout

KW Staffer Ultimate Former Contact Page Layout

Leadership and Officer Description Account Custom Field

Leadership Positions Account Custom Field

Leadership Staffer KnowWho Taxonomy Custom Field

Legal Name Contact Custom Field

Link to Bills Contact Custom Field

LogACall Action

Long Description KnowWho Taxonomy Custom Field

Mailing Address Contact Custom Field

Mailing Address Account Custom Field

Mailing Address 1 Contact Custom Field

Mailing Address 1 Account Custom Field

















Mailing Salutation Contact Custom Field

MAP Document

Map URL Account Custom Field

Member Staffer KnowWho Taxonomy Custom Field

Middle Name Contact Custom Field

Military Service Contact Custom Field

Municipality Of Coverage Account Custom Field

NewCase Action

NewContact Action

NewEvent Action

NewNote Action

NewOpportunity Action

News URL Account Custom Field

NewTask Action

Next Election Account Custom Field

Next Election Contact Custom Field

Nickname Contact Custom Field

Occupations Contact Custom Field

Organization Account Custom Field

Organization KnowWho Current Relationship Custom Field

Person KnowWho Current Relationship Custom Field

Photo Contact Custom Field

Photo Contact Custom Field

Political Experience Contact Custom Field

Political Party Contact Custom Field

Political Party Account Custom Field

Primary Address Account Custom Field

Primary Address Contact Custom Field

Pronunciation Contact Custom Field

Reelection Status Contact Custom Field

Reelection Status Account Custom Field

Related Account KnowWho Former Contacts Custom Field

Related Contact KnowWho Former Staff Custom Field

Religion Contact Custom Field

Research Services Account Custom Field

Research Services Contact Custom Field

Research URL Account Custom Field

Residence Contact Custom Field



Role Code Contact Custom Field

Role Code - Mailing Contact Custom Field

Role Description Contact Custom Field

Role Description - Mailing Contact Custom Field

Roll Call Votes Contact Custom Field

Roll Call Votes Account Custom Field

Room Account Custom Field

Room Contact Custom Field

Senate Caucuses Report

Senate Committee Rosters Report

Senate Committees Report

Senate Leadership Report

Senate Member Committee Assignments Report

Senate Member Contact List Report

Senate Officers Report

Seniority Contact Custom Field

Seniority Account Custom Field

Set KW Caucus Former RType Account Workflow Rule

Set KW Caucus Former RType Account Workflow Field Update

Set KW Caucus RType Account Workflow Rule

Set KW Caucus RType Account Workflow Field Update

Set KW Committee Former RType Account Workflow Rule

Set KW Committee Former RType Account Workflow Field Update

Set KW Committee RType Account Workflow Rule

Set KW Committee RType Account Workflow Field Update

Set KW Former RType Account Workflow Rule

Set KW Former RType Account Workflow Field Update

Set KW Member Former RType Contact Workflow Rule

Set KW Member Former RType Account Workflow Rule

Set KW Member Former RType Account Workflow Field Update

Set KW Member Former RType Contact Workflow Field Update

Set KW Member RType Contact Workflow Rule

Set KW Member RType Account Workflow Rule

Set KW Member RType Account Workflow Field Update

Set KW Member RType Contact Workflow Field Update

Set KW Office Former RType Account Workflow Rule

Set KW Office Former RType Account Workflow Field Update

Set KW Office RType Account Workflow Rule

Set KW Office RType Contact Workflow Field Update

Set KW Office RType Account Workflow Field Update

Set KW Officer Former RType Contact Workflow Rule

Set KW Officer Former RType Contact Workflow Field Update

Set KW Officer RType Contact Workflow Rule

Set KW Staffer Former RType Contact Workflow Rule

Set KW Staffer Former RType Contact Workflow Field Update

Set KW Staffer RType Contact Workflow Rule

Set KW Staffer RType Contact Workflow Field Update

Short Description KnowWho Taxonomy Custom Field

Sort Order Contact Custom Field

Sort Order KnowWho Taxonomy Custom Field



Spouse Contact Custom Field

Standard Contact Record Type

Standard Account Record Type

State Contact Custom Field

State Account Custom Field

State of Representation Contact Custom Field

State Of Representation Account Custom Field

Street 1 Contact Custom Field

Street 1 Account Custom Field

Street 2 Contact Custom Field

Street 2 Account Custom Field

Subcommittee Name KnowWho Former Account Custom Field

Submit_Editorial_Alert Contact Button or Link

Submit_Editorial_Alert Account Button or Link

Suffix Contact Custom Field

Terms Served Contact Custom Field

Terms Served Account Custom Field

Twitter Profile Contact Custom Field

Twitter Profile Account Custom Field

Type KnowWho Taxonomy Custom Field

Votes URL Account Custom Field

WebForm Contact Custom Field

Webform Account Custom Field

Website Contact Custom Field

YouTube Channel Contact Custom Field

YouTube Channel Account Custom Field

Zip Code Contact Custom Field

Zip Code Account Custom Field


9.5 Entity Relationship Diagram (ERD)

Congress KnowWho for Salesforce

Entity Relationship Diagram (ERD)


9.6 Legislative Member Schema


9.7 People Schema


9.8 Committee Schema


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