Technopath/How to Guide: Create a Rollup That Includes Soft and Hard Credits

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How to Guide: Create a Rollup That Includes Soft and Hard Credits

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This guide helps you create a rollup for "Total Gifts Soft and Hard" for Accounts.

Description

One of the biggest complaints you will hear when nonprofits switch from almost any other donor system to Salesforce is no doubt how the nonprofit success pack deals with soft credits.  This is because while other donor management systems track soft credits and hard credits in one table, Salesforce tracks them in four separate objects.  

Use this guide to start learning how to make your own "combo" credits. 

Total Gifts Soft or Hard - How to Create Guide.pdf
  • 2.24 MB