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Nonprofit
Getting Started with Engagement Plans in Salesforce NPSP
Published on:
October 9, 2025
Updated on:
June 2, 2026
Engagement Plans in Salesforce NPSP help nonprofits standardize repeatable follow-up processes by turning them into reusable task templates. This guide explains how Engagement Plan Templates work, when to use them, how to customize tasks and due dates, where Flow can help, and which limitations admins should know before rollout.
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Understanding Soft Credits in Salesforce NPSP
Published on:
April 15, 2024
Updated on:
June 2, 2026
Salesforce NPSP soft credits help nonprofits recognize people and organizations that influence donations without changing the legal donor of record. This guide explains what soft credits are, how they work in NPSP, when to use Contact Role, Partial, and Account Soft Credits, and how to configure them for cleaner fundraising reports.
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