Use this link to share with your colleagues:
Setting Up the New Soft Credit Record Type (October 2018): https://help.pm.leapevent.tech/a/1013446
As of October 2018, Soft Credits can now be entered as Donation records rather than Contact Roles, simplifying your reporting and tracking process!
In this article, we'll show you how to switch to the new Soft Credits functionality:
- First, you'll get Soft Credits ready for your users - making the page layouts pretty, enabling the record type, etc.
- Next, if you need to report on your old Soft Credits, perform a data update to transfer your old Contact Role records to new, Soft Credit donation records
- Finally, learn how to use your new Soft Credit donation records
This should take no more than 30 minutes.
Soft credits are now related records on the original donation
1. Enable Soft Credits for you and your users
First, we need to give you and your colleagues the ability to create and use Soft Credits.
This process looks a little different Salesforce Classic and Lightning Experience users.
1. Assign Soft Credit page layout
The Soft Credit record type and page layout is already in your account, but it's up to you to activate that layout correctly.
1.1. Go to Setup
1.2. Search "opp", then click "Page Layouts" under the Opportunity section
1.3. Click Page Layout Assignments
1.4. Click Edit Assignment
1.5. Click this next arrow until you find the "Soft Credit" column - it should be on the last page
1.6. When you find it, shift+click to select the whole column, then choose "Soft Credit Layout" from the drop-down menu
1.7. When your page looks like this, click Save!
2. Enable Soft Credit Record Type for your users
OK, we've made the Soft Credits nice and pretty - let's give your users the ability to use them!
2.1. Still in Setup, search and click "Users"
2.2. Find and click on on System Administrator
2.3. When you get to the System Administrator profile page, scroll down to the Record Type Settings section, find Opportunities, then click Edit
2.4. Move Soft Credit from the Available column to the Selected column, then click Save
2.5. Repeat steps 2-4 for any other profiles you see on your Users page that don't say "Authenticated Website"
In this example, we need to repeat those steps for:
- System Admin Clone
- Standard User
- Box Office User
We'll skip over "Authenticated Website 2".
3. Create the New Soft Credit button
1. Go to the Donations tab and click New
2. Select Soft Credit from the drop-down menu and click Continue
3. Right click in the Donation (Soft-Credited) field and click Inspect
4. A whole bunch of code will pop up - we need to find and grab the input ID
In the highlighted area, double click the long string of text and numbers that comes right after "input ID" - it's at the top of the highlighted section.
5. Copy and paste that into a text document (like Notepad) and save it, then X out of the code window in your browser
We'll need it later!
6. Back to Setup!
7. Search "opp" and click Record Types
8. Click Soft Credit
9. Copy the Record Type ID from the URL
It's the numbers and letters between the "=" and the "&".
10. Paste it into your text document - you should now have both
It's a good idea to label them appropriately.
11. Still in Setup, search "opp" and click Buttons, Links, and Actions
12. Click New Button or Link
13. Fill out the form as follows, then click Save
-
Label: New Soft Credit
- The Name will automatically fill in
- Description: creates a new, related Soft Credit record from a Donation
-
Display Type: List Button
- Uncheck Display Checkboxes (for Multi-Record Selection)
- Behavior: Display in existing window without sidebar or header
- Content Source: URL
-
Formula: copy the formula below
- Replace the placeholders <SOFT_CREDITED_INPUT_ID> and <SOFT_CREDIT_RECORD_TYPE_ID> with your IDs from the text document you created in the steps above
/006/e?opp9={!Opportunity.CloseDate}&opp11=Posted&opp7={!Opportunity.Amount}&opp3=SOFT CREDIT:+{!Opportunity.Name}&
<SOFT_CREDITED_INPUT_ID>={!Opportunity.Name}&
<SOFT_CREDITED_INPUT_ID>_lkid={!Opportunity.Id}&retURL=/{!Opportunity.Id}&
RecordType=<SOFT_CREDIT_RECORD_TYPE_ID>&ent=OpportunityBe sure to replace the entire placeholders - including the "<" and ">"!
7. Save your button
14. Click OK when you get this pop-up
4. Add the Soft Credits related list and New Soft Credit button to the Donation page layout
When you look at a donation that has a Soft Credit, you want to see a record of that Soft Credit, right? We're going to set that up now!
4.1. Still in Setup, search for "opp" and click Page Layouts under the Opportunities section
4.2. This time, click Edit next to the Donations page layout
4.3. On the left side of the palette, find and click on Related Lists; in the page layout section, scroll down to find the Related Lists section
4.4. Drag and drop Soft Credits just under Contact Roles
4.5. Click the wrench next to the new Soft Credits section
4.6. Click the + next to Buttons
4.7. Uncheck the New checkbox, find "New Soft Credit" from the list and move it from Available to Selected, then click OK
4.8. Click Save, and click Yes if a pop-up comes up asking you if you're sure you want
5. Make the "Soft Credit" Payment Type available
When creating these types of gifts, you'll use "Soft Credit" as the Payment Type; this will help you avoid any possible confusion surrounding if this gift was a soft credit or was actual money that went into your bank account.
1. Still in Setup (you guessed it), search "opp" and click Fields under the Opportunity section
2. Scroll down and click on Payment Type
Don't click on "Edit" - click on the words "Payment Type"!
3. Scroll down to the Values section and click New
4. Type "Soft Credit" in the box, check the Soft Credit checkbox, and click Save
You're good to go!
1. Assign Soft Credit page layout
The Soft Credit record type and page layout is already in your account, but it's up to you to activate that layout correctly.
1.1. Go to Setup
Click the gear in the upper right corner, then click Setup.
1.2. In Setup, switch to the Object Manager tab, search "donation" in the quick find bar, then choose Donation in the left panel
1.3. Click Page Layouts in the left panel, then click Page Layout Assignment
1.4. Click Edit Assignment
1.5. Click this next arrow until you find the "Soft Credit" column - it should be on the last page
1.6. When you find it, shift+click to select the whole column, then choose "Soft Credit Layout" from the drop-down menu
1.7. When your page looks like this, click Save!
2. Enable Soft Credit Record Type for your users
OK, we've made the Soft Credits nice and pretty - let's give your users the ability to use them!
2.1. Still in Setup, search and click "Users"
2.2. Find and click on on System Administrator
2.3. When you get to the System Administrator profile page, scroll down to the Record Type Settings section, find Opportunities, then click Edit
2.4. Move Soft Credit from the Available column to the Selected column, then click Save
2.5. Repeat steps 2-4 for any other profiles you see on your Users page that don't say "Authenticated Website"
In this example, we need to repeat those steps for:
- System Admin Clone
- Standard User
- Box Office User
We'll skip over "Authenticated Website 2".
3. Add the Soft Credits related list and New Soft Credit action to the Donation page layout
In this step, we'll add a button - an action, more specifically - to allow you and your colleagues to create new Soft Credits at the click of a button. We'll also make it so you can see any related Soft Credits from the original Donation record.
3.1. In Setup, switch to the Object Manager tab, search "donation" in the quick find bar, then choose Donation in the left panel
3.2. Click Page Layouts in the left panel, then click Donations
3.3. If you see it, click the "override the predefined actions link" under the Salesforce Mobile and Lightning Experience Actions section at the top of the page
This section is at the top of the screen.
If you just see a lot of boxes with different words, like "Change Record Type", "Delete", and "Clone", you can move on.
3.4. On the left side of the palette, find and click on Related Lists; in the page layout section, scroll down to find the Related Lists section
3.5. Drag and drop Soft Credits just under Contact Roles
3.6. Back on the left side of the palette, find and click on Mobile & Lightning Actions
3.7. In the palette, scroll to the right to find New Soft Credit, then drag and drop that into the Salesforce Mobile and Lightning Experience Actions section, just after Clone
3.8. Click Quick Save, and click Yes if a pop-up comes up asking you if you're sure you want
4. Make the "Soft Credit" Payment Type available
When creating these types of gifts, you'll use "Soft Credit" as the Payment Type; this will help you avoid any possible confusion surrounding if this gift was a soft credit or was actual money that went into your bank account.
1. In the left sidebar, click Fields & Relationships
2. Search for "payment" in the quick find bar, then click Payment Type
3. Scroll down to the Values section and click New
4. Type "Soft Credit" in the box, check the Soft Credit checkbox, and click Save
You're good to go!
Here's what it looks like when you log in to Classic:
And here's Lightning:
Want to make the switch to Lightning?
You can! Check out our Lightning Transition guide.
2. If you were using Contact Roles on your donations before, perform a data update
In the past, we've recommended you track Soft Credits via Contact Roles. If you've been using Contact Roles, you probably have a whole host of Contact Roles on your donations that you'd now like to be stored as new, related Soft Credit donations.
You can perform this data update yourself, or submit a support request via the Community and get started with a paid data project.
3. You're all set up! It's time to learn how to use the new Soft Credits
Read more about how to use Soft Credits in our "How to Add Soft Credits or Solicitors to a Donation" article - you'll find it when you search for "add soft credit"!
