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New blog post! A New NPSP Feature for Nonprofit Admins to Handle Soft Credits

 

About: Whether you’re new to NPSP or you’ve been using it to manage your donors and donations for years, you’re going to want to know about some new functionality in the Spring ‘20 Salesforce release that will make it easier for you to automate the way your organization calculates soft credits.

 

This is awesome @Vanessa Chalem​!​ 

 

@Nonprofit Release Readiness​ 

7 comments
  1. Feb 17, 2020, 5:22 PM

    @Anna Bailey​ Good Question! The only impact I can think of that this would have on data storage is that you would actually end up with fewer records for Opportunity Contact Roles since the process Vanessa describes in her post would essentially delete any OCRs that are associated with contacts that don't meet an organization's criteria for getting a soft credit for a donation.

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