Sometimes gifts can be donated by individuals, but you want to track a soft credit to an Organisational Account. On the donation opportunity, there is a lookup field called Account Soft Credit.
By populating this field, an Account Soft Credit record is auto created for that Opportunity, with the Organisation, ‘Maxel’ in this example, being the Influencer for this $1000 donation by the McCartney Household.
The Soft Credit roll up fields on the Organisation will then be updated overnight.
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