A client of mine typically enters in DAF donations under the company administering the DAF as opposed to the donor's individual DAF (as in, they're entering in opportunities under Fidelity Charitable rather than the Kwok Family Fund). Separately, they're associating the donor to the company (Fidelity Charitable) using Affiliations.
I thought this was fine, but the question of automated soft credits via affiliations came up. If a bunch of donors are being associated to Fidelity Charitable, and the Related Opportunity Contact Role is being filled out for all of those affiliation records - I think that would mean a bunch of people would end up getting soft credited for the donation?
If that's the case, is the best practice instead to either:
1) Create an account record for the fund, associate opportunities with that fund, associate the donors with the fund via affiliations and fill in the Related Opportunity Contact Role, or,
2) Continue associating the donation with the company, but fill in the soft credit in some other way, either manually or by filling in the Primary Contact field on the opportunity?
Somewhat related: does
Salesforce.org themselves have a recommended way DAF opportunities should be entered in - against the bank, or against the fund? Both methods are referenced in the NPSP documentation. (I also know it's probably hard to have a recommendation on this because every nonprofit wants to see this differently, so there's naturally many ways people have chosen to deal with it)Just found this thread. What IS the recommendation from SF?
@Salesforce.org System Administrators @Nonprofit Success Pack
