Salesforce Article: https://help.salesforce.com/s/articleView?id=sfdo.npsp_get_started_with_nonprofit_cloud.htm&language=en_US&type=5
Matching Gift
- Create Account with RT = Organization with field “Matching Gift Company” = true
- Create Opportunity under Account with RT = Matching Gift and amount and closed won [Employee]
- Create Opportunity with RT = Donation under account with fields: [Employer]
- Matching Gift Account = AccountId
- Matching Gift Employe = AccountId
- Matching Gift = Opp.Id in last step
Soft Credit (recognition of credit for donations)
- Account.Account Soft Credit store the amount. This is populated by nightly job by NPSP
- Contacts are added under affliated contact related list under Account
- Opp is created with RT = Matching Gift
- Then go to related list, and create one record of Account Soft Credit. We can select full or partial credit here
- Most soft credits use an Opportunity Contact Role (OCR)
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