---
schema_version: "1"
id: b9ca8462638adbcb54085b91abfc17a68951b13d12459a1d02e93a943e2815d6
title: Configure Soft Credit Rollups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_soft_credit_match_gift_rollup_settings.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_soft_credit_match_gift_rollup_settings.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c17f75e6821dc19a51700fa2b5cac070378f270e30037593528b44a24d8bc0f5
description: Find out more about configuring soft credit rollups.
products:
  - Nonprofit
release: "264"
---
# Configure Soft Credit Rollups

Find out more about configuring soft credit rollups.

- **[About 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)**  
    The Soft Credit rollup fields on Contact records roll up as the result of data from these sources.
- **[Configure Contact Roles Settings](https://help.salesforce.com/s/articleView?id=sfdo.npsp_soft_credit_match_gift_rollup_settings.htm&release=264.0.0&type=5)**  
    Which Opportunity Contact Roles count as soft credits depends on if you're using Customizable Rollups or legacy out-of-box rollups.
- **[About the Always Roll Up to Primary Contact Role Checkbox](https://help.salesforce.com/s/articleView?id=sfdo.npsp_soft_credit_match_gift_rollup_settings.htm&release=264.0.0&type=5)**  
    The Always Roll Up to Primary Contact Role checkbox ONLY applies to gifts (Opportunities) from an Organization Account. When checked, if the Opportunity Account is an Organization Account and the Primary Contact field is populated, both the Account and the Primary Contact on the Opportunity receive hard credit.

## About Soft Credit Rollups

The Soft Credit rollup fields on Contact records roll up as the result of data from these sources.

- Opportunity Contact Roles (OCRs) you've assigned to Contacts on Opportunity records
- Partial Soft Credits
- Contact Role Configuration

Any Opportunity Contact Role is eligible for soft credit rollups if that value is specified in NPSP Settings.

![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 Before you configure soft credit rollups, make sure you have [configured 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.") in your org.

## Configure Contact Roles Settings

Which Opportunity Contact Roles count as soft credits depends on if you're using Customizable Rollups or legacy out-of-box rollups.

If you're using Customizable Rollups, Contact Roles are set in filter groups and then applied to the rollups themselves:

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** | **Customizable Rollups**.
3. Click **Configure Customizable Rollups.**
4. Click **View Filter Groups**.
5. Either click **New** to create a new filter group with Contact Roles or click **Edit** to modify an existing filter group.
6. Add a filter rule with these values:
    1. **Object** = Soft Credit
    2. **Field** = Soft Credit: Role Name
    3. **Operator** = In List
    4. **Value** = Select the Contact Roles you want to include when calculating rollups and move them to the Selected Value list.
        
        ![Adding a filter rule for Customizable Rollups that includes Contact Roles](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/cont_roles_custom_rollups.png)
7. Click **Save**.
8. Be sure to apply this filter group to the rollup(s) you want to calculate soft credits based on the Contact Roles you selected.

If you're using out-of-box legacy NPSP rollups or User Defined Rollups:

1. In **NPSP Settings**, click **Donations** | **Contact Roles**.
2. Click **Edit**.
3. In the Soft Credit Roles field, make sure you've specified all Contact Roles you want treated as soft credits.
4. Click **Save**.

![NPSP Soft Credit Settings](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/soft-credit-and-matched-donor-settings.png)

You also need to specify which Contact Role you want NPSP to apply to matched donors. This role should be one of the roles you selected for the Soft Credit Roles. To set this value:

1. In NPSP Settings, click **Donations** | **Contact Roles**.
2. Click **Edit**.
3. In the Matched Donor Role field, select a value. We recommend using _Matched Donor_.
4. Click **Save**.

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."), you’ll need to set the **Contact Role for Organizational Opps** in NPSP Settings.

![Contact Role for Organizational Opps in NPSP Settings](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/npsp-settings-org-ocr.png)

![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 Make sure that the value you select for Contact Role for Organizational Opps is also included in the Soft Credit Roles setting on the same page, otherwise the Contact Role for Organizational Opps will not trigger soft credit rollups. Alternatively, set the roles in a Filter Group if you're using Customizable Rollups. Learn more in [Create Filter Groups](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.") and [Customizable Rollups Overview](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customizable_rollups_overview.htm&release=264.0.0&type=5 "Rolling up donor data is an essential part of fundraising with the Nonprofit Success Pack. And, since every nonprofit is unique, it is especially important that you're able to roll up exactly the data you need, and to the right records.").

## About the Always Roll Up to Primary Contact Role Checkbox

The Always Roll Up to Primary Contact Role checkbox ONLY applies to gifts (Opportunities) from an Organization Account. When checked, if the Opportunity Account is an Organization Account and the Primary Contact field is populated, both the Account and the Primary Contact on the Opportunity receive hard credit.

Therefore, the gift is double counted by rollups. It's important to note that Organizational gift hard credits to the Contact ARE NOT reflected on their Household Account. Additionally, the Contact doesn't receive a soft credit.

While some orgs may choose to use this setting because they want to see the hard credit reflected in Contact rollups, this is not the generally accepted best practice. We recommend that you follow best practice and not use this checkbox.

The **Always Roll Up to Primary Contact Role** checkbox is located in NPSP Settings. You can find it under **Donations** | **Contact Roles**.