Overview#

Class name: OppContactRoleSoftCreditFlowComponent Friendly name: NPSP Soft Creditor Category: MoveData: NPSP Purpose: Evaluates and manages soft credits for donations through sophisticated opportunity contact role management across multi-level campaign hierarchies

Class description#

This component facilitates the creation and management of opportunity contact roles for soft credit attribution in complex fundraising scenarios. The class supports three-tier campaign hierarchies (Campaign/Team/Fundraiser) with intelligent role assignment based on campaign structure complexity. It provides comprehensive soft credit management with configurable role labels, duplicate prevention, and dynamic role selection algorithms that adapt to various fundraising organisational models.

Input parameters#

Core opportunity data#

Campaign hierarchy structure#

Role configuration — simple scenarios#

Role configuration — complex scenarios#

Processing control#

Output parameters#

Behaviour#

Dynamic role selection algorithm#

The component uses sophisticated algorithms to determine appropriate contact roles based on campaign hierarchy complexity:

Campaign contact role selection#

IF Campaign + Team + Fundraiser present AND CampaignTeamFundraiser role configured:
  USE SoftCredit_Role_Campaign_CampaignTeamFundraiser
ELSE IF Campaign + Team present (no Fundraiser) AND CampaignTeam role configured:
  USE SoftCredit_Role_Campaign_CampaignTeam
ELSE IF Campaign + Fundraiser present (no Team) AND CampaignFundraiser role configured:
  USE SoftCredit_Role_Campaign_CampaignFundraiser
ELSE:
  USE SoftCredit_Role_Campaign (default)

Team contact role selection#

IF Campaign + Team + Fundraiser present AND Team_CampaignTeamFundraiser role configured:
  USE SoftCredit_Role_Team_CampaignTeamFundraiser
ELSE IF Campaign + Team present (no Fundraiser) AND Team_CampaignTeam role configured:
  USE SoftCredit_Role_Team_CampaignTeam
ELSE:
  USE SoftCredit_Role_Team (default)

Fundraiser contact role selection#

IF Campaign + Team + Fundraiser present AND Fundraiser_CampaignTeamFundraiser role configured:
  USE SoftCredit_Role_Fundraiser_CampaignTeamFundraiser
ELSE IF Campaign + Fundraiser present (no Team) AND Fundraiser_CampaignFundraiser role configured:
  USE SoftCredit_Role_Fundraiser_CampaignFundraiser
ELSE:
  USE SoftCredit_Role_Fundraiser (default)

Contact role management#

• Duplicate prevention: Ensures one role per contact by checking existing roles before creation
• Role updating: Updates existing contact roles when contacts are reprocessed with different role assignments
• Intelligent cleanup: Removes obsolete contact roles when campaign structures change (unless PreventDelete enabled)
• Hierarchical processing: Processes roles in order: Donor, Fundraiser, Team, Campaign

Error handling#

Validation requirements#

• Opportunity ID must be provided (either via Record.Id or OpportunityId parameter)
• Throws MissingParameterException when opportunity identification fails
• Validates contact IDs exist before processing contact roles

Campaign structure validation#

• Gracefully handles partial campaign hierarchies (missing team or fundraiser levels)
• Supports scenarios with any combination of campaign, team, and fundraiser presence
• Falls back to default roles when specific scenario roles are not configured

Dependencies#

Required objects#

• Opportunity: Standard Salesforce object for donations
• OpportunityContactRole: Standard Salesforce object for soft credit management
• Contact: Standard Salesforce object for individuals receiving credit
• Campaign: Standard Salesforce object for fundraising campaigns

Related articles#

• Create Campaign Members flow component
• Create Contact / Account Affiliations flow component
• NPSP extension overview