Soft credits
MoveData can automatically create soft credit records in Salesforce when processing donations through the Nonprofit Cloud extension. Soft credits are configured via Custom Metadata Types in Salesforce Setup, where you define which relationship types generate soft credits, the percentage of the donation to credit, and the role to assign.
Configuring soft credit settings#
- Navigate to Setup > Custom Metadata Types.
- Find MoveData Soft Credit Setting and click Manage Records.
- Click New to add an entry, or Edit to modify an existing one.
You only need to add entries for the relationship types you want MoveData to create soft credits for. Most organisations use Fundraiser and Team Leader.
Relationship types#
Each entry in the MoveData Soft Credit Setting table creates a soft credit for a specific relationship type. The six available types are pre-loaded in the Relationship Type dropdown when creating or editing an entry.
| Label | MoveData Soft Credit Setting Name | Relationship Type | Partial Percentage | Role | Sort Order |
|---|---|---|---|---|---|
| FUNDRAISER | FUNDRAISER | Fundraiser | 100 | Soft Credit | 1 |
| TEAM_LEADER | TEAM_LEADER | Team Leader | 100 | Soft Credit | 2 |
| DONOR_EMPLOYEE | DONOR_EMPLOYEE | Donor Employee | 100 | Soft Credit | 3 |
| MATCHED_DONOR | MATCHED_DONOR | Matched Donor | 100 | Soft Credit | 4 |
| DONOR | DONOR | Donor | 100 | Soft Credit | 5 |
| CAMPAIGN_OWNER | CAMPAIGN_OWNER | Campaign Owner | 100 | Soft Credit | 6 |
Fundraiser
Creates a soft credit for the fundraiser associated with the donation.
Team Leader
Creates a soft credit for the team leader associated with the donation.
Donor Employee
Creates a soft credit for the person associated with the organisation that made the donation.
Matched Donor
Creates a soft credit for the person associated with the organisation that matched a donation.
Donor
Creates a soft credit for the donor. You won't typically need this, as the donor is already the primary contact on the donation record.
Campaign Owner
Creates a soft credit for the person behind the top-level campaign. This is rarely applicable.
Field reference#
| Field | Description |
|---|---|
| Label | The uppercase identifier for the entry (e.g. FUNDRAISER). Must match the MoveData Soft Credit Setting Name. |
| MoveData Soft Credit Setting Name | Must match the Label value exactly (e.g. FUNDRAISER). |
| Relationship Type | Select from the dropdown when creating or editing an entry. The six values listed above are pre-loaded. |
| Partial Percentage | A number between 0 and 100 that determines the percentage of the donation amount to use for the soft credit. Set to 100 to credit the full donation amount. For example, a $100 donation with a partial percentage of 50 creates a $50 soft credit. |
| Role | The API name of the corresponding role on the GiftSoftCredit record in Salesforce. You must use the API name, and the value must match an existing role. |
| Sort Order | A number that determines priority when a donation qualifies for multiple relationship types. |
Warning
When a donation qualifies for multiple soft credit types, the entry with the lowest sort order wins. Ensure your sort order values reflect the priority you want.