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Recurring Donations Posting to Salesforce as Soft Credits

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  • Recurring Donations Posting to Salesforce as Soft Credits

    Hello! Starting in November, all of our recurring donations that come through C&P are ending up in Salesforce income as soft credits. Can you tell me how I can change this setting back to what it should be?
    Thanks!

  • #2
    Good day @CherylMBell

    In order to change the settings, navigate to the contact details page for that respective transaction for which you got the soft credit > click on Add/Update Connection under Connections:

    Click image for larger version

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    Here you can change SKU so that it won't match any transactions or you can delete the soft credits. It's all up to you:

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    Please let us know if we can be of any further assistance.

    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      This is not the case in our instance. We aren't using connections. Our org is00D4S000000DyVX and I've granted access.
      See below.
      Click image for larger version

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      Our NPSP settings are:
      Click image for larger version

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      No changes were made but for some reason all C&P recurring donations are coming in with the primary contact being give the role of softcredit:
      Click image for larger version

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      Please advise.

      Comment


      • #4
        Good day @tomorrowswomenTI

        That is not from C&P but it is due to the NPSP Settings you have in your instance:

        Please see:
        Click image for larger version

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        You will need to review the above NPSP settings.

        Please review it and let us know if we can be of any further assistance.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          No, they are not an organizational account that this is being applied to. They are household accounts. So that isn't the reason. Please review again.

          Comment


          • #6
            Good day

            We will review it and get back to you shortly.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Is there any update on this?

              Comment


              • #8
                Good day @tomorrowswomenTI

                Sorry for the delay. Would you please extend the login access to your Salesforce instance and share the order number?

                Looking forward to hearing back from you.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment

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