GiftSoftCredit

Represents the soft credit attributed to a person or organization for the gift transaction. This object is available in API version 59.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This object is available only if the Fundraising Access license is enabled and the Fundraising User system permission is assigned to users.

Fields

GiftTransactionId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The gift transaction associated with this soft credit.

This field is a relationship field.
Relationship Name: GiftTransaction
Relationship Type: Master-Detail
Refers To: GiftTransaction

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate isn’t null, the user accessed this record or list view

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The unique, auto-numbered name of the gift soft credit.

PartialAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount of the soft credit when it isn’t the full transaction amount.

PartialPercent

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The percentage of the full transaction amount for this soft credit when it isn’t the full transaction amount.

Soft Credit percent values don’t need to total to 100% when there are multiple soft credit records.
Note

PartyPhilanthropicRsrchPrflId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The research profile associated with the gift.

This field is a relationship field.
Relationship Name: PartyPhilanthropicRsrchPrfl
Relationship Type: Lookup
Refers To: PartyPhilanthropicRsrchPrfl

RecipientId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The person account that’s associated with the soft credit.

This field is a relationship field.
Relationship Name: Recipient
Relationship Type: Lookup
Refers To: Account

Role

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The soft credit role of the account or contact.
Default value: Soft Credit
Possible values:
- Honoree
- Household Member
- Influencer
- Matched Donor
- Other
- Soft Credit
- Solicitor
- Third Party Donor

SoftCreditAmount

Type: currency
Properties: Filter, Nillable, Sort
Description: The calculated amount of the soft credit.

SoftCreditSource

Type: picklist
Properties: Filter, Group, Nillable, Restricted picklist, Sort
Description: The origin of the gift soft credit, such as a household relationship.

Available in API version 68.0 and later.
Possible values:
- Household

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

GiftSoftCreditChangeEvent (API Version 62.0): Change events are available for the object.
GiftSoftCreditFeed: Feed tracking is available for the object.
GiftSoftCreditHistory: History is available for tracked fields of the object.
GiftSoftCreditOwnerSharingRule: Sharing rules are available for the object.
GiftSoftCreditShare (API Version 64.0): Sharing is available for the object.