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Agentforce Nonprofit
Credit Influence as Gift Soft Credit on a Gift Transaction in Nonprofit

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Credit Influence as Gift Soft Credit on a Gift Transaction in Nonprofit

Recognize constituents other than the donors for their help in bringing in the donors' gifts with gift soft credit. For example, track an influencer of the donation by adding this soft credit to the donor's gift transaction. You can also recognize tribute honorees as soft credit recipients.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
User Permissions Needed  
To create soft credits:

FundraisingAccess permission set
Note
Note Gift soft credit can also be added to gifts during gift commitment entry.
  1. From the App Launcher (App Launcher), find and select Gift Transactions.
  2. Open the gift transaction to which you want to associate a soft credit.
  3. Select the Related tab.
  4. Next to Gift Soft Credit, click New.
  5. Select a recipient.
  6. Define a partial percentage or partial amount of the gift transaction for which the soft credit is being recorded.

    The soft credit can be up to 100 percent of the gift.

  7. Select a role of the soft credit recipient. For example, select Matched Donor.
  8. Save your changes.
 
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