Is anyone aware of a conflict of some sort where Partial Soft Credits do not work properly when Customizable Rollups are enabled?
I have CRs enabled. And I'm having a situation where, if a Partial Soft Credit is present on an Opportunity, the Contact Soft Credit Rollups do not roll up properly. If I remove all instances of Partial Soft Credits, and leave only the full amount via Contact Role, the rollups for COntact Soft Credit work.
Thoughts?
@Nonprofit Success Pack@Salesforce.org System Administrators@Nonprofit HubThey work amazingly for my organization. Just make sure the Filter Group for Soft Credits is set up the way you need it to be and also that your Partial Soft Credit Roles are correctly labeled in the records. As Judi mentioned, if you have screenshots then I am sure the community can provide further assistance.
