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Product Documentation

Create Soft Credits

Full Soft Credits Versus Partial Soft Credits

There are two kinds of soft credits in the Nonprofit Success Pack:

A full soft credit is a soft credit for the entire amount of the donation. For example, Mary gives $100, Company Awesome matches $100, Mary gets soft credit for Company Awesome's $100 donation. You can create full soft credits manually, or enable automated soft credits.

A partial soft credit is a soft credit for an amount that is only a portion of the larger donation. For example, organizations like Network for Good and United Way collect donations on behalf of an organization's constituents, and typically share them with nonprofits on a regular basis (monthly or quarterly). The nonprofit creates a single Opportunity record for the larger check received, but needs to soft credit its individual constituents accordingly.

Note
Partial soft credits are also important for matching gifts, but we'll talk about that in another section.

All Soft Credit attributions appear in the Contact Roles related list on an Opportunity. However, if the Opportunity includes partial soft credits, then the Soft Credit attribution also appears in the Opportunity's Partial Soft Credits related list.

screenshot of soft credit related lists

In the above example, we're using the "Soft Credit” Contact Role to track Partial Soft Credits on Opportunities. The screen shot shows a single $1000 donation that's come in from Network for Passthrough, with Soft Credit Contact Roles assigned to the four donors responsible for the aggregate donation. In the Partial Soft Credits related list, you can also see the amount that each individual gave, and thus the amount that will be rolled up to the Soft Credits section of each donor's Contact record.

It's perfectly fine and expected to see the same soft credit listed in both the Contact Role and Partial Soft Credits related lists. Every Partial Soft Credit record should have a corresponding Contact Role record. Not every Contact Role record will have a corresponding Partial Soft Credit record.

Assign Full Soft Credits

The Nonprofit Success Pack creates soft credits based on Opportunity Contact Roles, and the settings you've specified. If you haven't read the Soft Credits Overview, Configure Soft Credit and Matching Gift Rollup Settings, and Automated Soft Credits, you should do so before proceeding.

Important
For soft credits to roll up from the Opportunity to the Contact's record, the Opportunity must be of a type that rolls up. In general you should not need to worry about this, unless you've excluded specific Opportunity types or record types from rolling up.
  1. Navigate to an Opportunity record.
  2. On the Contact Roles related list, click Add Contact Role.
  3. Enter the Contact to whom you want to assign the soft credit.
  4. Set the Role to the correct value. It should be a role that's been configured to receive soft credits.

    Screenshot of Create Opportunity Contact Role screen

  5. Click Save & New to add another Contact Role. Once you've selected all contacts and assigned roles, click Save.

    Screenshot of Contact Roles related list.

Assign Partial Soft Credits

The Nonprofit Success Pack creates soft credits based on Opportunity Contact Roles, and the settings you've specified. If you haven't read the Soft Credits Overview and Configure Soft Credit and Matching Gift Rollup Settings, you should do so before proceeding.
Video
NPSP How-To Series: Partial Soft Credits
Important
For soft credits to roll up from the Opportunity to the Contact's record, the Opportunity must be of a type that rolls up. In general you should not need to worry about this, unless you've excluded specific Opportunity types or record types from rolling up.
  1. Navigate to an Opportunity record.
  2. In the top right corner of the page, click Show four more actions, then click Manage Soft Credits. You should see all of the Contacts who have Contact Roles already assigned on this Opportunity. You may also see no Contacts listed if no Contact Roles have been assigned.
    Note
    You must have Create, Edit, and Delete permissions on the Payment object to use Manage Soft Credits.
  3. Assign Partial Soft Credits by clicking the Partial radio button for the appropriate Contact, and entering the amount for their partial soft credit.

    Manage Soft Credits edit screen

    Note
    You MUST have the Partial radio button selected to enter soft credit amounts. Selecting the Full radio button populates the Amount field with 100% of the Opportunity. This amount will not be editable.
  4. Additionally, you can click the Add another soft credit link at the bottom of the list, browse to more Contacts, and assign them partial soft credits as well.

    Add another soft credit button on Manage Soft Credits screen

    Note

    When adding new Partial Soft Credits, you'll only be able to select Contact Roles that are eligible for soft credit rollups.

    However, if Customizable Rollups is enabled in your org, you'll see all Contact Roles (all the values listed in Setup | Contact Roles on Opportunities). Be sure to select one that you know is included in a Soft Credit Filter Rule. Ask your admin if you are unsure.

  5. (Optional) Select Allow Soft Credit Amount more than Total Amount if you need to credit Contacts for more than the Opportunity Amount. For example, if you have 2 Contacts who should receive Influencer soft credit for the entire $1000 Amount of the Opportunity, and a third Contact who is only credited for $100, that would bring the total soft credit amount to $2100 on a $1000 gift.
  6. When you're finished, click Save.

Create Account Soft Credits

Note
To get the most value out of Account Soft Credits, you'll want to enable Customizable Rollups so you can roll up the soft credit values to the Account records. At this time, you can't roll up Account soft credits to legacy NPSP rollups or User Defined Rollups. 

Let's use the ABC Corp. example from the Account Soft Credit Overview. Three Contacts from ABC Corp. indicate that they each want a $100 donation taken out of their paycheck and given to a local food pantry. ABC Corp. will match those donations. So, CorpMatch sends a check to a local food pantry in the amount of $600. We want to make sure that ABC Corp. gets soft credit for the $300 match, so we will create an Account soft credit.

  1. Enter the Opportunity from CorpMatch in the amount of $600.
  2. On the Opportunity, go to the Account Soft Credits related list and click New.
    Note
    If you don't see the Account Soft Credits related list or you can't add a new soft credit, your admin may need to do the required setup. For details, see Account Soft Credits Setup.
  3. Select the Account to soft credit. For our example, choose ABC Corp.
  4. Enter the Amount of the soft credit. It can be a partial amount. Since ABC Corp. matched $300 worth of donations, we will enter that amount.
    Note
    While you can enter an amount that is larger than the original donation amount, we don't recommend it. Doing so can cause your rollups to show inaccurate amounts.
  5. Select the Role. Be sure to select a Role that is included in a filter rule applies to your Account Soft Credit rollup(s)!
    New Account Soft Credit screen.
  6. Click Save.
  7. If you have Account Soft Credit rollups configured, you should now see that $300 reflected in Account soft credit rollups on ABC Corp.'s Account.

Create Account Contact Soft Credits

If you enable Customizable Rollups, you can create Account Contact Soft Credits. Account Contact Soft Credit rollups aggregate all Household members' soft credits and roll them up to the Household. To take advantage of Account Contact Soft Credits, create a rollup as follows:

  1. Go to the NPSP Settings tab. If you don't see the tab in your org, you can find it from the App Launcher.
  2. Click Donations | Customizable Rollups.
  3. Click Configure Customizable Rollups.
  4. Click New.
  5. Enter the rollup details. We'll provide example values for a Total Soft Credits rollup.
    1. In the Target Object field, select Account.
    2. Select a Target Field. For example, you might have a custom field called Total Soft Credits.
    3. Enter a Description. For example, The total amount of soft credits received by Contacts in this Account.
    4. Enter an Operation. For example, select Sum.
    5. Enter a Time Frame. For example, All Time.
    6. In the Rollup Type field, select Opportunity > Account (Contact Soft Credit).
    7. (Optional) Select a Filter Group. For example, select Opps: Won (SC).
    8. In the Amount Field, under Advanced Customizations, select a value. For example, Soft Credit: Amount.
      Customizable Rollup for an Account Contact Soft Credit that rolls up Contact's soft credits to a Total Soft Credit field on the Account
  6. Click Save.