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Product Documentation

Soft Credit and Matching Gift Setup

The Matching Gifts feature and enhanced Soft Credits fields are available by default in NPSP version 3.63 and later. If you started using NPSP prior to version 3.63, you'll need to follow the directions in this article.

If you started using NPSP after version 3.63, you can skip this entire section and move on to Configure Soft Credit and Matching Gift Rollup Settings.

Enable Matching Gift and Soft Credit Fields

Double check that System Administrators and relevant profiles and permission sets have access to these fields. (See Enable New Features for general instructions on how to enable new features in the Nonprofit Success Pack.)

Account Object:

  • Matching Gift Administrator Name
  • Matching Gift Amount Max
  • Matching Gift Amount Min
  • Matching Gift Annual Employee Max
  • Matching Gift Comments
  • Matching Gift Company
  • Matching Gift Email
  • Matching Gift Info Updated
  • Matching Gift Phone
  • Matching Gift Percent
  • Matching Gift Request Deadline

Contact Object:

NPSP has had 5 soft credit rollup fields for some time. Now there are more!

  • Account Name (Edit access required for the Find More Gifts page on an Opportunity)
  • First Soft Credit Amount (Edit access required for the Find More Gifts page on an Opportunity)
  • First Soft Credit Date (Edit access required for the Find More Gifts page on an Opportunity)
  • Largest Soft Credit Amount
  • Largest Soft Credit Date (Edit access required for the Find More Gifts page on an Opportunity)
  • Last Soft Credit Amount
  • Last Soft Credit Date
  • Number of Soft Credits
  • Number of Soft Credits Last N Days
  • Number of Soft Credits Last Year
  • Number of Soft Credits This Year
  • Number of Soft Credits Two Years Ago
  • Reports To (Edit access required for the Find More Gifts page on an Opportunity)

Opportunity Object:

  • Matching Gift
  • Matching Gift Account
  • Matching Gift Employer
  • Matching Gift Status

Relationship Object:

  • Related Opportunity Contact Role

Related Opportunity Contact Role has these default values: Soft Credit, Solicitor, and Tribute. Add these values to the Opportunity Contact Role picklist if they aren’t already configured. In Setup, enter Contact Roles in the Quick Find box, then click Contact Roles on Opportunities.

Affiliation Object:

  • Related Opportunity Contact Role

Related Opportunity Contact Role has these default values: Soft Credit, Solicitor, and Tribute. Create these Contact Roles if they aren’t already there. In Setup, enter Contact Roles in the Quick Find box, then click Contact Roles on Opportunities.

Enable Partial Soft Credit Object

Make sure the Partial Soft Credit object is accessible to all profiles that also have access to Opportunities. Profiles should be granted the same access to the Partial Soft Credit object as they are granted for Opportunities. For example, this is the System Administrator profile:

System Administrator profile with enabled object permissions

Configure Page Layouts

You're free to configure page layouts however you want, but we suggest the following layouts and configuration. For more information, see the page layouts documentation in Salesforce Help & Training.

Contact Page Layout

Contact page layout

Account Page Layout

For Matching Gifts, we recommend that you edit the layout associated with the Organization record type only.

Matching Gift Information screen

Opportunity Page Layout

We recommend that you add the Partial Soft Credits Related List directly below the standard Contact Roles Related List, as shown:

Opportunity page layout

If you want to use Account soft credits, add the Account Soft Credits related list to your Opportunity page layout. For details, see Account Soft Credit Setup.

In the record detail section on your Page Layout for one-time Donations, add the Matching Gift fields, as shown:

Matching Gift Employer, Matching Gift Account, Matching Gift Status, and Matching Gift fields

You'll also want to add the top level Manage Soft Credits button to the Opportunity page layout's Salesforce Mobile & Lightning Experience Actions section. Additionally, we recommend that you remove the deprecated Matching Donation button from your page layouts. (The Matching Donation button used to simply clone the Opportunity with an option to create the duplicate in a different record type, but did not let you connect the original donor's gift with the matching gift.)

Add the Manage Soft Credits button to the Salesforce Mobile & Lightning Experience Actions section

Finally, we recommend a dedicated Sales Process, Record Type, and Page Layout for Matching Gifts from Organizations. The NPSP provides a Matching Gift Page Layout for you. Assign that Layout to your Matching Gift record type.

Relationship Page Layout

Add the Related Opportunity Contact Role field.

Relationship Page Layout

Affiliation Page Layout

Add the Related Opportunity Contact Role field.

Affiliation Page Layout

Enable Opportunity Picklist Field for Record Types

When you add new fields to a page layout, you may find that they're greyed out when you try and use them. This is because you need to specifically enable picklist fields for Record Types.

To enable picklists for a Record Type:

  1. Click Setup, then click Setup.
  2. Click the Object Manager tab.
  3. In the list of objects, click Opportunity.
  4. Click Record Types.
  5. Click on the Record Type whose Page Layout contains the Matching Gift fields added in the previous section (for example, Donation or Matching Gift).
  6. Scroll to the Picklists Available for Editing section.
  7. Click Edit to the left of Matching Gift Status.
  8. Add all Available Fields to the Selected Fields side by clicking the right-facing arrow.
  9. Click Save.

Create Opportunity Contact Role Values

Add these Opportunity Contact Role values if they don't already exist. (For more information, see Add or Manage Contact Roles in Salesforce Help & Training.)

  • Matched Donor
  • Soft Credit
Opportunity Contact Role Picklist Values: Matched Donor and Soft Credit

Account Soft Credit Setup

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.

Before you can start using Account soft credits, you need to give users access to the Account Soft Credit object and fields, and add the Account Soft Credit related list to your page layout. You can also optionally add more Account soft credit roles.

Account Soft Credits are available as of  NPSP version 3.137 (August 2018). If you need help figuring out which version of NPSP you're using, check out Which Version of NPSP Am I Using?.

Give Users Access to the Account Soft Credit Object and Fields

  1. Click Gear icon that represents the Setup menu, then click Setup.
  2. In Setup, enter Profiles in the Quick Find box, then click Profiles.
  3. Edit the profiles of all users who will work with Account soft credits.
  4. Click Object Settings, then click Account Soft Credits.
  5. Click Edit and set the object permissions to Read, Create, Edit, and Delete.
  6. In the Field Permissions section, select Read Access and Edit Access for each field.
  7. Click Save.

Add the Account Soft Credit Related List to Page Layouts

If you started using NPSP from a trial at version 3.137 or later, you can skip this section.

We recommend adding the Account Soft Credit related list to your Opportunity page layouts and the Organization Account page layout.

  1. Click Gear icon that represents the Setup menu, then click Setup.
  2. Click the Object Manager tab.
  3. In the list of objects, click Opportunity.
  4. Click Page Layouts.
  5. Click the name of the page layout you want to edit.
  6. In the list on the left of the palette, click Related Lists.
  7. Find the Account Soft Credits related list and drag it to where you want it on the page.
    Page layout editor showing that you need to drag the Account Soft Credits item from the related lists and drag it on to the page
  8. Click Save.

Now, if you go to an Opportunity record, you'll see the Account Soft Credits related list.

Showing an Opportunity record with the Account Soft Credits related list highlighted.

Repeat these steps for your other Opportunity page layouts and the Organization Account page layout.

Add More Account Soft Credit Roles

By default, Account soft credits have three default roles: Donation Source, Influencer, and Match. You may need to set up additional roles based on your org and business processes. You create new roles by editing the Role picklist values on the Account Soft Credit object.

  1. Click Gear icon that represents the Setup menu, then click Setup.
  2. Click the Object Manager tab.
  3. In the list of items, click Account Soft Credit.
  4. Click Fields & Relationships.
  5. In the list of fields, click Role. Then scroll down to the Values related list.
  6. Click New and enter new Role values. Each value should be on its own line.
    Adding new values to the Role field. Each value is on its own line.
  7. Click Save.
    The Values related list on the Role field. It shows the new values you entered.

Now you can use these Roles in your Customizable Rollups for Account soft credits. When creating a Customizable Rollup for Account soft credits, be sure to create a filter group with a filter rule that includes these values.