A Soft Gift or Soft Credit is used to record information about a gift that a contact did not directly make, but where information about that gift should be attributed to a particular contact.
There are number of reasons why this might occur including:
- In a household environment where different household members might make gifts at various times and you want all household members and the household account itself to receive credit for those gifts.
- In situations where a 3rd party is involved, for example, a donor made a contribution through a church, the church has passed that money on to you and the gift is recorded against the church but you wish you record a soft credit against the original donor.
- Matching gifts where staff members can contribute to your organisation and have gifts matched by the employer. In these cases, matching gifts might be received and attributed against the employer, but you wish to add a soft credit against the staff member.
- Situations where a 3rd party may play an influencing role over a gift. For example, a major supporter has encouraged a colleague to make a gift.
There are a variety of other scenarios that might come up as well but by now you should be getting the idea.
There are two main concepts to understand in order to utilize soft credits in Salesforce. These are contact roles, and soft credit rollups.
A Contact Role is a way of associating a contact or account who is not the primary donor against a gift opportunity.
Various roles will have been established in Salesforce for you. Common contact roles include:
- Household member
- Matching donor
- Soft credits
In a moment will show you how to add a Contact role to an existing opportunity.
The other concept you need understand is Soft Credit Rollups.
In previous modules, you will have seen how after you record a gift against a contact or account the statistics recorded against that contact such their Gifts to date etc. will be automatically incremented, usually overnight.
Soft Credit rollups are very similar except that they increment the totals of the soft creditor in addition to the original donor. This way soft creditors will receive credit for the gifts that they have had a stake in, in addition to those they have made directly.
Now that we understand the concepts, let's work through some examples.
First select the Opportunities tab. Open one of the records.
Select an Opportunity to be soft credited against a Contact.
Navigate to the Opportunity’s Related list.
Scroll Down to Contact Roles and click Add Contact Roles.
Search for the soft credit recipient contact and tick the checkbox to include the person.
Click Next to proceed and choose a Role for the selected soft credit contact.
In this example we’ve chosen Solicitor for Elvis Presley as a soft credit contact of the donation made by Priscilla Presley.
Click Save to complete the entry. Elvis will be added as Solicitor into the Opportunity’s Contact Roles.
Now that you have successfully added Elvis as a soft creditor, his Soft Credit Total will be updated overnight to reflect this transaction.
These are the available Soft Credit detail fields on Elvis Presley’s contact record.
The list of roles in your org may vary, but here’s a list of common roles and their meanings.