Hi, my name is Kira Keogan and I am an intern at Backoffice Thinking. I created this video to help people understand how soft credits work in Salesforce. This video is going to cover four soft credit use cases.
If you like this video and want to see more Salesforce demonstrations, make sure to subscribe to our Backoffice Thinking YouTube channel!
The four scenarios I will be covering are:
- An employee sends a single gift and the employer matches that gift with a separate payment (2:17)
- An employee sends a gift through their payroll, the employer matches and sends one check (5:28)
- An employee sends a gift through their payroll, the employer matches the gift and one check is sent through a third party, such as United Way (7:57)
- Multiple employees send a gift through their payroll, the employer matches the gifts and one check is sent through a third party (11:05)
In the description of this video are the times that each scenario starts so if you are looking for a specific use case you can skip to that section.
Soft credits can be distributed in different ways, but these use cases show the most common ways to distribute soft credit.
Key point on soft credits: They roll up overnight! This means you will not see the soft credit on that account or contact until the next day. However, in NPSP settings under bulk data processes, you can run a batch with “rollup donations batch” to force the soft credit to rollup. In scenario 4, I show how to do this.