Configure Automated and Manual Soft Credits

Feature Release Information

This feature was released in NPSP version 3.63 (2/3/2016).

Assign Field-Level Security

Contact fields:

• First Soft Credit Amount

• First Soft Credit Date

• Largest Soft Credit Amount

• Largest Soft Credit Date

• 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

Relationship fields:

• Related Opportunity Contact Role

Affiliation fields:

• Related Opportunity Contact Role

For more information on setting field-level security, see Verify Access for a Particular Field.

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Add Fields to Page Layouts

Add the fields listed above to these page layouts:

• Add Contact fields to the Contact Layout.

• Add Relationship fields to the Relationship Layout.

• Add Affiliation fields to the Affiliation Layout.

For more information on adding fields to page layouts, read Customize Page Layouts with the Enhanced Page Layout Editor.

Assign Permissions for the Manage Soft Credits Button

To allow users (including admins) to manage soft credits, grant these permissions for the Partial Soft Credit object and fields:

• Create and Delete access on the Partial Soft Credit object
• Read and Edit access on the Amount, Contact Role Id, and Role Name fields
• Read access on the Contact Name field

Assign Manage Soft Credits Visualforce Page

1. From Setup, go to Profiles.
2. Select the profile you wish to edit.
3. Click Visualforce Page Access.
4. Click Edit.
5. Find and select PSC_ManageSoftCredits in Available Visualforce Pages.
6. Click Add.
7. Click Save.

Add Manage Soft Credits Button to Opportunity Page Layout

1. From Object Manager, find and select Opportunity.
2. Click Page Layouts.
3. Select Donation Layout.
4. In the palette, click Buttons.
5. Click and drag Manage Soft Credits to Custom Buttons in the page layout details section.
6. Click Save.

Add Manage Soft Credits Button to Partial Soft Credits Related List

1. From Object Manager, find and select Opportunity.
2. Click Page Layouts.
3. Select Donation Layout.
4. In the palette, click Related Lists.
5. Using the wrench icon, edit the related list properties for Partial Soft Credits.
6. Click the plus-sign to expand the Buttons section.
7. In Available Button, click Manage Soft Credits.
8. Click Add.
9. Click OK.
10. Click Save.

Create Picklist Values

The Related Opportunity Contact Role field on Relationships and Affiliations has these default values:

• Soft Credit
• Solicitor
• Tribute

Create these values if they aren't already there, and add additional ones if needed.

1. From Setup, click the Object Manager tab.
2. In the list of objects, click Relationship.
3. Click Fields & Relationships.
4. Click Related Opportunity Contact Role.
5. Click New in the Values section to add picklist values.
6. Click Save.

Repeat these instructions for the Affiliation object.

Create Opportunity Contact Roles for Relationship and Affiliation Soft Credits

It's important that the picklist values in Related Opportunity Contact Role on Relationships and Affiliations match the available Opportunity Contact Roles.

1. From Setup, enter Contact Roles in the Quick Find box, then click Contact Roles on Opportunities.
2. Click New in the Opportunity Contact Role Picklist Values section and add any missing Contact roles.
3. Click Save.

Give Users Access to the Account Soft Credit Object and Fields

1. Click , 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 , 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.

   

8. Click Save.

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

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 , 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.

   

7. Click Save.

   

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.