Adding Soapbox Donations to Nonprofit Success Pack rollups

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If you are using the Nonprofit Success Pack with Salesforce, you can include Soapbox Donations in the rollup field calculations. To do so:

  • Login to Salesforce
  • Click on the plus sign (+) to the right of the main navigation
  • Click Household Settings
  • Under Opportunity Rollups Record Types, make sure that Soapbox Donation and Soapbox Recurring Donation are not selected to be excluded from the rollups
  • Click Save
 

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