--- schema_version: "1" id: c03b98f6b225047acffe573c0fe4c1270eb49c12e7225c4ba97014febde1a7d3 title: Configure Automated and Manual Soft Credits collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_config_soft_credits.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 598d3fdffa32f67b3c7dd914b4a82125aef009560566336afdf2ceb9358295c0 description: Find out more about configuring automated and manual soft credits. products: - Nonprofit release: "264" --- # Configure Automated and Manual Soft Credits Find out more about configuring automated and manual soft credits. - **[About Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** Soft credits represent recognition credit for donations. For example, when a company matches an employee's gift, the employee gets a soft credit for the matching gift. - **[Add Opportunity Contact Roles](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** Nonprofit Success Pack comes with many Opportunity Contact Roles. Create additional Opportunity Contact Roles to meet your organization's need. - **[Enable Soft Credit Fields](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** Assign Read and Edit permissions for following fields to your System Administrator and other relevant profiles and permission sets. - **[Enable Manage Soft Credits Button](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** The Manage Soft Credits button allows users to create and edit full or partial soft credits on Opportunities. - **[Enable Automated Household Member Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** NPSP provides a unique type of soft credit for Households—the Household Member soft credit. With Household Member soft credits, everyone in the Household receives a soft credit for a donation made by anyone else in the Household. - **[Enable Contact Role for Organizational Opportunities](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** For Organizational gifts, you may wish to assign a soft credit to someone who helped you win the gift, for example, a board member. NPSP can automatically credit the Contact named in the Primary Contact field on an Organizational Opportunity. - **[Enable Relationship and Affiliation Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** NPSP can automatically create soft credits based on Relationship and Affiliation records. - **[Enable Partial Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** Make sure the Partial Soft Credit object is accessible to all profiles that also have access to Opportunities. - **[Enable Account Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** Before you can use 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. - **[Additional Soft Credits Configuration](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5)** These NPSP features use soft credits and may require configuration before use in your org. ## About Soft Credits Soft credits represent recognition credit for donations. For example, when a company matches an employee's gift, the employee gets a soft credit for the matching gift. Learn more in [Soft Credits Overview](https://help.salesforce.com/s/articleView?id=sfdo.npsp_soft_credits_overview.htm&release=264.0.0&type=5 "Soft credits are a fundraising concept that represent recognition of credit for donations. Soft credits help you to better understand a donor's history and their level of influence."). NPSP creates soft credits automatically in a variety of scenarios. Read [Automated Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_automated_soft_credits.htm&release=264.0.0&type=5 "Configure NPSP to create soft credits automatically.") for more information. You can also manually [Manually Create Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_soft_credits.htm&release=264.0.0&type=5 "Use the Nonprofit Success Pack to manage full and partial soft credits."). ### Feature Release Information This feature was released in NPSP version 3.63 (2/3/2016). ## Add Opportunity Contact Roles Nonprofit Success Pack comes with many Opportunity Contact Roles. Create additional Opportunity Contact Roles to meet your organization's need. Nonprofit Success Pack comes with these Opportunity Contact Roles out of the box. - Donor - Household Member - Soft Credit - Matched Donor - Honoree - Notification Recipient - Grant Manager - Decision Maker - Influencer - Solicitor - Workplace Giving - Other Make sure these roles are present in your org. Create additional roles to meet your organization's needs. 1. From Setup, enter Contact Roles in the Quick Find box, then select **Contact Roles on Opportunities**. 2. Click **New** to add Opportunity Contract Roles. 3. Click **Save** to finish. ## Enable Soft Credit Fields Assign Read and Edit permissions for following fields to your System Administrator and other relevant profiles and permission sets. ### 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](https://help.salesforce.com/s/articleview?id=platform.checking_field_accessibility_for_a_particular_field.htm&type=5). . ### 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](https://help.salesforce.com/s/articleview?id=platform.customize_layoutcustomize_pd.htm&type=5). ## Enable Manage Soft Credits Button The Manage Soft Credits button allows users to create and edit full or partial soft credits on Opportunities. ### 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**. ## Enable Automated Household Member Soft Credits NPSP provides a unique type of soft credit for Households—the Household Member soft credit. With Household Member soft credits, everyone in the Household receives a soft credit for a donation made by anyone else in the Household. For more information and examples, see [Soft Credits Overview](https://help.salesforce.com/s/articleView?id=sfdo.npsp_soft_credits_overview.htm&release=264.0.0&type=5 "Soft credits are a fundraising concept that represent recognition of credit for donations. Soft credits help you to better understand a donor's history and their level of influence."). To enable Automated Household Member soft credits: 1. Click ![App launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png), then click NPSP Settings. 2. Click **Donations** | **Contact Roles**. 3. Click **Edit**. 4. If it is not already selected, select **Household Contact Roles On**. 5. In the Household Member Contact Role field, select the Contact Role you want to use for automatic soft crediting. We recommend selecting the default, Household Member. 6. (Optional) In the Household OCR Excluded Record Types picklist, select any Record Types you want to exclude from automatic Household soft crediting. For example, you might use a different Record Type for children so that you can exclude children from automatic soft crediting whenever a parent makes a donation. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note When you exclude a record type from automatic Household soft crediting, Salesforce still creates a Household Member Opportunity Contact Role for the Contact, but does not roll up the donation Amount to the Contact's record. 7. Click **Save**. ## Enable Contact Role for Organizational Opportunities For Organizational gifts, you may wish to assign a soft credit to someone who helped you win the gift, for example, a board member. NPSP can automatically credit the Contact named in the Primary Contact field on an Organizational Opportunity. To use this [automated soft credit](https://help.salesforce.com/s/articleView?id=sfdo.npsp_automated_soft_credits.htm&release=264.0.0&type=5 "Configure NPSP to create soft credits automatically.") : 1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)). 2. Click **Donations** | **Contact Roles** , and then click **Edit**. 3. In the Contact Role for Organizational Opps field, select the Contact Role to automatically assign the Contact listed in the Primary Contact field on an Organizational Opportunity. 4. Click **Save**. ## Enable Relationship and Affiliation Soft Credits NPSP can automatically create soft credits based on Relationship and Affiliation records. For more information, see [Automated Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_automated_soft_credits.htm&release=264.0.0&type=5 "Configure NPSP to create soft credits automatically."). ### 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**. ## Enable Partial Soft Credits 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/sc_mg_setup_partialscperms.png) ## Enable Account Soft Credits Before you can use 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. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) 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. Account Soft Credits are available as of  NPSP [version 3.137](https://github.com/salesforcefoundation/cumulus/releases/tag/rel/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?](https://help.salesforce.com/s/articleView?id=sfdo.npsp_which_version_am_i_using.htm&release=264.0.0&type=5 "This article will help you figure out which NPSP product you have installed."). ### Give Users Access to the Account Soft Credit Object and Fields 1. Click ![Gear icon that represents the Setup menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), 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](https://github.com/salesforcefoundation/cumulus/releases/tag/rel/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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/sc_mg_setup_acctsc_pl.png) 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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/sc_mg_setup_acctsc_rl.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), 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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/sc_mg_setup_acctsc_new_roles.png) 7. Click **Save**. ![The Values related list on the Role field. It shows the new values you entered.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/sc_mg_setup_acctsc_roles.png) Now you can use these Roles in your Customizable Rollups for Account soft credits. When [creating a Customizable Rollup](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_a_customizable_rollup.htm&release=264.0.0&type=5 "Find out more about customizable rollups.") for Account soft credits, be sure to [create a filter group](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_a_filter_group.htm&release=264.0.0&type=5 "Find out more about creating filter groups.") with a filter rule that includes these values. ## Additional Soft Credits Configuration These NPSP features use soft credits and may require configuration before use in your org. For detailed information, refer to these resources: - [Configure Matching Gifts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_matching_gifts.htm&release=264.0.0&type=5 "Find out more about configuring matching gifts.") - [Configure Tribute Gifts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_tribute_gifts.htm&release=264.0.0&type=5 "Make customizations to page layouts and picklists so that NPSP tributes work properly.") - [Configure Soft Credit and Matching Gift Rollup Settings](https://help.salesforce.com/s/articleView?id=sfdo.npsp_soft_credit_match_gift_rollup_settings.htm&release=264.0.0&type=5 "Find out more about configuring soft credit rollups.")