--- schema_version: "1" id: a827bd3d2ca86fedd45b3b06bc65c307d1843276a2397d5b67a37f50dfaec8ac title: Manually Create Soft Credits collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_create_soft_credits.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_soft_credits.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 40e491c5a814879e5713bdc5f86c0a9120acac71d75fa94683cd703a3f8bf9dd description: Use the Nonprofit Success Pack to manage full and partial soft credits. products: - Nonprofit release: "264" --- # Manually Create Soft Credits Use the Nonprofit Success Pack to manage full and partial soft credits. - **[Full Soft Credits Versus Partial Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_soft_credits.htm&release=264.0.0&type=5)** There are two kinds of soft credits in the Nonprofit Success Pack. A full soft credit is a soft credit for the entire amount of the donation. A partial soft credit is a soft credit for an amount that is only a portion of the larger donation. - **[Assign Full Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_soft_credits.htm&release=264.0.0&type=5)** Nonprofit Success Pack creates soft credits based on Opportunity Contact Roles, and the settings you've specified. - **[Assign Partial Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_soft_credits.htm&release=264.0.0&type=5)** Manually assign partial soft credits to Contacts who have a role in donations you receive. - **[Create Account Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_soft_credits.htm&release=264.0.0&type=5)** Create soft credits for Accounts to track their role in donations you receive. - **[Create Account Contact Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_soft_credits.htm&release=264.0.0&type=5)** Account Contact Soft Credit rollups aggregate all Household members' soft credits and roll them up to the Household. ## Full Soft Credits Versus Partial Soft Credits There are two kinds of soft credits in the Nonprofit Success Pack. A full soft credit is a soft credit for the entire amount of the donation. A partial soft credit is a soft credit for an amount that is only a portion of the larger donation. There are two kinds of soft credits in the Nonprofit Success Pack: A **full soft credit** is a soft credit for the entire amount of the donation. For example, Mary gives $100, Company Awesome matches $100, Mary gets soft credit for Company Awesome's $100 donation. You can create full soft credits manually, or enable [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."). A **partial soft credit** is a soft credit for an amount that is only a portion of the larger donation. For example, organizations like Network for Good and United Way collect donations on behalf of an organization's constituents, and typically share them with nonprofits on a regular basis (monthly or quarterly). The nonprofit creates a single Opportunity record for the larger check received, but needs to soft credit its individual constituents accordingly. ![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 Partial soft credits are also important for matching gifts, but we'll talk about that in another section. All Soft Credit attributions appear in the Contact Roles related list on an Opportunity. However, if the Opportunity includes partial soft credits, then the Soft Credit attribution **also** appears in the Opportunity's Partial Soft Credits related list. ![screenshot of soft credit related lists](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/cr_soft_creds_softcredsrl.png) In the above example, we're using the "Soft Credit” Contact Role to track Partial Soft Credits on Opportunities. The screen shot shows a single $1000 donation that's come in from Network for Passthrough, with Soft Credit Contact Roles assigned to the four donors responsible for the aggregate donation. In the Partial Soft Credits related list, you can also see the amount that each individual gave, and thus the amount that will be rolled up to the Soft Credits section of each donor's Contact record. It's perfectly fine and expected to see the same soft credit listed in both the Contact Role and Partial Soft Credits related lists. **Every Partial Soft Credit record should have a corresponding Contact Role record**. Not every Contact Role record will have a corresponding Partial Soft Credit record. ## Assign Full Soft Credits Nonprofit Success Pack creates soft credits based on Opportunity Contact Roles, and the settings you've specified. If you haven't read the [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."), [Configure Soft Credit Rollups](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."), and [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."), you should do so before proceeding. ![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 Watch the Nonprofit Salesforce How-To Series video about [Full Soft Credits](https://www.youtube.com/watch?v=6HwFzj1MXZk). ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important For soft credits to roll up from the Opportunity to the Contact's record, the Opportunity must be of a type that rolls up. In general you should not need to worry about this, unless you've excluded specific Opportunity types or record types from rolling up. 1. Navigate to an Opportunity record. 2. On the **Contact Roles** related list**,** click **Edit Contact Roles**. 3. Enter the Contact to whom you want to assign the soft credit. 4. Set the **Role** to the correct value. It should be a role that's been configured to receive soft credits. 5. Click **Add Row** to add another Contact Role. Once you've selected all Contacts and assigned roles, click **Save**. ## Assign Partial Soft Credits Manually assign partial soft credits to Contacts who have a role in donations you receive. ![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 Watch the Nonprofit Salesforce How-To Series video about [Partial Soft Credits](https://www.youtube.com/watch?v=Q44pO38dFBo). The Nonprofit Success Pack creates soft credits based on Opportunity Contact Roles, and the settings you've specified. If you haven't read the [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.") and [Configure Automated and Manual Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5 "Find out more about configuring automated and manual soft credits."), you should do so before proceeding. ![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 NPSP How-To Series: [Partial Soft Credits](https://www.youtube.com/watch?v=Q44pO38dFBo&list=plu8xqf8zasbxwahif0sb1p9_3g4vvrmxi) ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important For soft credits to roll up from the Opportunity to the Contact's record, the Opportunity must be of a type that rolls up. In general you should not need to worry about this, unless you've excluded specific Opportunity types or record types from rolling up. 1. Navigate to an Opportunity record. 2. In the top right corner of the page, click **Manage Soft Credits**. You should see all of the Contacts who have Contact Roles already assigned on this Opportunity. You may also see no Contacts listed if no Contact Roles have been assigned. 3. Assign Partial Soft Credits by clicking the Partial radio button for the appropriate Contact, and entering the amount for their partial soft credit. ![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 You **MUST** have the Partial radio button selected to enter soft credit amounts. Selecting the Full radio button populates the Amount field with 100% of the Opportunity. This amount will not be editable. 4. Additionally, you can click **Add another soft credit**, browse to more Contacts, and assign them partial soft credits as well. ![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 adding new Partial Soft Credits, you'll only be able to select Contact Roles that are eligible for soft credit rollups. However, if Customizable Rollups is enabled in your org, you'll see all Contact Roles (all the values listed in **Setup** | **Contact Roles on Opportunities**). Be sure to select one that you know is included in a Soft Credit Filter Rule. Ask your admin if you are unsure. 5. (Optional) Select **Allow Soft Credit Amount more than Total Amount** if you need to credit Contacts for more than the Opportunity Amount. For example, if you have 2 Contacts who should receive Influencer soft credit for the entire $1000 Amount of the Opportunity, and a third Contact who is only credited for $100, that would bring the total soft credit amount to $2100 on a $1000 gift. 6. When you're finished, click **Save**. ## Create Account Soft Credits Create soft credits for Accounts to track their role in donations you receive. ![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 Watch the Nonprofit Salesforce How-To Series video about [Account Soft Credit](https://www.youtube.com/watch?v=vSb9cOZVA5s). Three Contacts from ABC Corp indicate that they each want a $100 donation taken out of their paycheck and given to a local food pantry. ABC Corp matches those donations. So, CorpMatch sends a check to a local food pantry in the amount of $600. Make sure that ABC Corp gets soft credit for the $300 match using an Account soft credit. 1. Enter the Opportunity from CorpMatch in the amount of $600. 2. On the Opportunity, go to the Account Soft Credits related list and click **New**. 3. Select the Account to soft credit. For our example, choose ABC Corp. 4. Enter the **Amount** of the soft credit. It can be a partial amount. Since ABC Corp. matched $300 worth of donations, we will enter that amount. ![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 Enter a soft credit that's less than or equal to the original donation amount. Entering a larger soft credit causes your rollups to show inaccurate amounts. 5. Select the **Role**. Be sure to select a Role that is included in a filter rule applies to your Account Soft Credit rollup(s)! ![New Account Soft Credit screen.](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/cr_soft_creds_acctsc_new.png) 6. Click **Save**. 7. If you have Account Soft Credit [rollups configured](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."), you should now see that $300 reflected in Account soft credit rollups on ABC Corp.'s Account. ## Create Account Contact Soft Credits Account Contact Soft Credit rollups aggregate all Household members' soft credits and roll them up to the Household. If you [enable Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_enable_customizable_rollups.htm&release=264.0.0&type=5 "Turn on functionality to define which fields to roll up and the filters to use. If Customizable Rollups aren't necessary for your organization, disable or reset them."), you can create Account Contact Soft Credits. Account Contact Soft Credit rollups aggregate all Household members' soft credits and roll them up to the Household. To take advantage of Account Contact Soft Credits, create a rollup as follows: 1. Go to the NPSP Settings tab. If you don't see the tab in your org, you can find it from the App Launcher. 2. Click **Donations** | **Customizable Rollups**. 3. Click **Configure Customizable Rollups** . 4. Click **New**. 5. Enter the rollup details. We'll provide example values for a Total Soft Credits rollup. 1. In the Target Object field, select Account. 2. Select a Target Field. For example, you might have a custom field called Total Soft Credits. 3. Enter a Description. For example, The total amount of soft credits received by Contacts in this Account. 4. Enter an Operation. For example, select Sum. 5. Enter a Time Frame. For example, All Time. 6. In the Rollup Type field, select Opportunity > Account (Contact Soft Credit). 7. (Optional) Select a Filter Group. For example, select Opps: Won (SC). 8. In the Amount Field, under Advanced Customizations, select a value. For example, Soft Credit: Amount. ![Customizable Rollup for an Account Contact Soft Credit that rolls up Contact's soft credits to a Total Soft Credit field on the Account](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/cr_soft_creds_crlp_ac_rollup.png) 6. Click **Save**.