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Creating Recurring Donation records in the Nonprofit Success Pack for initial recurring donations


When a recurring donation is successfully processed by Soapbox through your payment processor and Salesforce integration is enabled, it creates a Lead for that recurring donation in Salesforce, and attempts to automatically convert it. As part of that conversion process, if you have the Nonprofit Success Pack, Soapbox will create a new Recurring Donation record and associate the new Opportunity record of type Soapbox Recurring Donation with that Recurring Donation. Additional future "Pledged" Opportunities are then created through the Nonprofit Success Pack's nightly batch process according to the parameters set in NPSP Settings > Recurring Donations.

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