Published 09 February 2021

MoveData adds support for Peer to Peer Soft Crediting

decor decor

Soft credits are a fundraising concept that represent recognition of credit for donations. By extending Salesforce Nonprofit Success Pack’s Opportunity Contact Roles functionality, MoveData offers an automated solution for soft crediting in a Peer-to-Peer context:

  • If a donation is made to a fundraiser, assign a soft credit to the contact undertaking that fundraising initiative
  • If a donation is made to a team, assign a soft credit to the contact responsible for managing that team fundraising initiative (“team manager”)
  • If a donation is made to a fundraiser who is fundraising as member of a team, assign a soft credit to the contact undertaking that fundraising initiative and assign a soft credit to the contact responsible for managing that team fundraising initiative (“team manager”)

This allows you to better understand a contact’s fundraising history and their level of influence. Salesforce Nonprofit Success Pack aggregates soft credit totals using rollup fields so you can easily understand and report on fundraiser influence:

Salesforce Nonprofit Success Pack calculates soft credit rollups via nightly batch, so you won’t see an immediate change to a Contact’s soft credit rollup fields. If you want to see updates immediately, your administrator can manually recalculate rollups.

Watch the demonstration video:


The logic set out above can be configured for any specific soft crediting rules your organisation requires. Please reach out to your account manager if you would like this enabled in your Salesforce Org.

Continue reading

View all posts

What people are saying about MoveData

Keeping Salesforce up to date used to be a real challenge. With MoveData everything is automated and it’s been one of the best technical decisions we’ve made!

Henry Wong Senior Salesforce Analyst Developer, UNICEF Australia

War Child UK saves 67.5 hours per month by using MoveData

Yvonne Small Database Coordinator, War Child UK

I can’t even tell you how many hours this has saved us. To have all our data integrated into Salesforce is extraordinary!

Lauren Stewart Senior Manager Systems and Data, The Alfred Foundation

Having implemented MoveData everything is so much more efficient – all that wasted time is gone!

Kate Griffiths Income Generation & Engagement Manager and Data Protection Officer, The Fire Fighter’s Charity

MoveData has made our life so much easier!

Maria Papaly CRM Development Manager, Oxfam Australia

MoveData delivers thousands of data points into Salesforce every day - this allows us to successfully run World's Greatest Shave and our other major campaigns

Glen Shields Head of Data & Analytics, Leukaemia Foundation

MoveData has helped us be much more effective in our fundraising - it cut out so much of the admin that swamped us last year!

Larissa Wiese Marketing and Communications Manager Breast Cancer Care WA

The MoveData team are amazing! I would recommend their integrations to any non-profit that is looking to better manage and automate their incoming data flows.

Conor Nolan Digital Executive, Cure Cancer Australia

The efficiency, accuracy and time savings have been a game changer for our foundation. I cannot recommend MoveData highly enough!

Carolyn Campbell Operations, Shake It Up Australia Foundation

MoveData are excellent to work with - I would recommend their services to anyone seeking to integrate fundraising and donation data into Salesforce

Emma Karst Digital Marketing Specialist, Caritas Australia

MoveData integrations are flexible, accurate and easy to use - and have already saved us loads of admin time. Thank you so much!

Jo Price IT Integration and Transformation Manager, Sydney Children's Hospital Foundation

A really positive experience - the MoveData team are knowledgeable, responsive and great at problem solving

Katrina Locandro Marketing & Communications Manager, Liptember Foundation

Proudly used by


Powerful Salesforce Integration
for Smart Nonprofits