Create a Soft Credit | Soft Credits and Tributes in Fundraising

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Soft Credits and Tributes in Fundraising :    • Soft Credits and Tributes in Fundraising  

Note that this Developer Edition is designed to work with the challenges in this badge, and may not work for other badges. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.

Sign up for a free Developer Edition org with Nonprofit Cloud.
Fill out the form:
For Email, enter an active email address.
For Username, enter a username that looks like an email address and is unique, but it doesn't need to be a valid email account (for example, [email protected]).
After you fill out the form, click Sign me up. A confirmation message appears.
When you receive the activation email (this might take a few minutes), open it and click Verify Account.
Complete your registration by setting your password and challenge question. Tip: Save your username, password, and login URL in a secure place—such as a password manager—for easy access later.
You’re logged in to your Developer Edition.
Now connect your new Developer Edition org to Trailhead.

Make sure you're logged in to your Trailhead account.
In the Challenge section at the bottom of this page, click the org name and then click Connect Org.
On the login screen, enter the username and password for the Developer Edition you just set up.
On the Allow Access? screen, click Allow.
On the Want to connect this org for hands-on challenges? screen, click Yes! Save it. You’re redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.

Create Another Gift Transaction and Gift Soft Credit
Board member Soledad Torres asked donor Maury Price to make a $5,000 donation to the nonprofit, and her request was successful! Create a gift transaction and gift soft credit to track the gift and Soledad’s role in securing it.
Create a gift transaction:
Gift Type: Individual
Donor: Maury Price
Gift Received Date: Today (we won’t check for the exact date)
Gift Amount: 5000
Payment Method: Credit Card
Create a gift soft credit related to the gift transaction:
Recipient: Soledad Torres
Role: Solicitor
Credit Percentage: 100

00:00 Introduction
00:15 Sign Up for a Developer Edition
02:52 Create a gift transaction
03:55 Create a gift soft credit related to the gift transaction