Knowledge Base

Donor Management with Salesforce: Connections, Relationships and Soft Credits

Version: 9.190720xxxx
Connections offer a comprehensive method for assigning soft-credits to family members, co-workers, etc. for qualifying transactions. Transactions may be defined using SKU and for each type of SKU a different soft-credit may be assigned to the connection. Soft-Credit may be assigned as a percent of the transaction or as a Salesforce "Contact Role". Users of the Non-Profit Starter Pack are used to soft-credit being in the form of "Contact Roles". The C&P feature extends the capability to percent of transaction, for example donations are split 50/50 between husband & wife but no credit is issued when the spouse attends a conference.


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