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Customizable Rollup Fields

Unique to Salesforce NPSP, the org comes with 87 out of box roll up fields These essentially aggregate data from related child records to a parent record automatically. This is very helpful in quickly analyzing donor contributions and engagement.
The team at Florida Sight and Hearing Alliance would like to report on all donations both soft and hard credited. This will help in gaining an understanding on how much a donor has given whether funds were given directly or indirectly such as through Donor Advised Fund ( DAF) and third party platform like Facebook.
For this purpose, many customizable rollup fields were created.
Advantages:
Changing rollup default to Fiscal Year ( as opposed to Calendar Year used in the Standard Rollups)
Roll up from three years ago
Roll up soft credits

Here are the details for the settings and custom rollup fields created:

Expand or Collapse each section for your reference

Account Object

The following ‘Target’ fields were created on the Account Object:

First Account Soft Credit Amount (Currency)
First Account Soft Credit Date (Date)
First Contact Soft Credit Amount (Currency)
First Contact Soft Credit Date (Date)
First Hard Gift Amount (Currency)
Last Account Soft Credit Amount (Currency)
Last Account Soft Credit Date (Date)
Last Contact Soft Credit Amount (Currency)
Last Contact Soft Credit Date (Date)
Total Account Soft Credit Amount (Currency)
Total Account Soft Credits This FY (Currency)
Total Account Soft Credits Last FY (Currency)
Total Contact Soft Credit Amount (Currency)
Total Contact Soft Credits This FY (Currency)
Total Contact Soft Credits Last FY (Currency)

Customizable Rollups Configuration

In NPSP Settings,
Donations / Customizable Rollups has been enabled.
New Rollups created in ‘Configure Customizable Rollups’ that pointed to the Target fields. Refer to the table below to review all the fields created and their configuration. This will be a helpful reference for reviewing reports.
Table of Target Fields and Custom Rollups
Target Field
Customizable Roll up
Operation
Time Frame
Roll Up Type
Filter Group
Field to Roll Up
Date Field
Amount Field
1
First Account Soft Credit Amount
Account: First Account Soft Credit Amount
First
All Time
Opportunity -> Account (Account Soft Credit)
Opps: Won (SC)
Account Soft Credit: Amount
Opportunity: Close Date
​
2
First Account Soft Credit Date
Account: First Account Soft Credit Date
First
All Time
Account (Soft Credit)
Opps: Won (SC)
Opportunity: Close Date
Opportunity: Close Date
​
3
First Contact Soft Credit Amount
Account: First Contact Soft Credit Amount
First
All Time
Opportunity -> Account (Contact Soft Credit)
Opps: Won (SC)
Soft Credit: Amount
Opportunity: Close Date
​
4
First Contact Soft Credit Date
Account: First Contact Soft Credit Date
First
All Time
Opportunity -> Account (Contact Soft Credit)
Opps: Won (SC)
Opportunity: Close Date
Opportunity: Close Date
​
5
First Hard Gift Amount
Account: First Hard Gift Amount
First
All Time
Opportunity -> Account (Hard Credit)
Opps: Won (SC)
Opportunity: Amount
Opportunity: Close Date
​
6
Last Account Soft Credit Amount
Account: Last Account Soft Credit Amount
Last
All Time
Opportunity -> Account (Account Soft Credit)
Opps: Won (SC)
Account Soft Credit: Amount
Opportunity: Close Date
​
7
Last Account Soft Credit Date
Account: Last Account Soft Credit Date
Last
All Time
Opportunity -> Account (Soft Credit)
Opps: Won (SC)
Opportunity: Close Date
Opportunity: Close Date
​
8
Last Contact Soft Credit Amount
Account: Last Contact Soft Credit Amount
Last
All Time
Opportunity -> Account (Contact Soft Credit)
Opps: Won (SC)
Soft Credit: Amount
Opportunity: Close Date
​
9
Last Contact Soft Credit Date
Account: Last Contact Soft Credit Date
Last
All TIme
Opportunity -> Account (Contact Soft Credit)
Opps: Won (SC)
Opportunity: Close Date
Opportunity: Close Date
​
10
Total Account Soft Credit Amount
Account: Total Account Soft Credit Amount
Sum
All Time
Opportunity -> Account (Account Soft Credit)
Opps: Won (SC)
​
​
Account Soft Credit: Amount
11
Total Account Soft Credits This FY
Account: Total Account Soft Credits This FY
Sum
Fiscal Year / Years Ago/ This Year
Opportunity -> Account (Account Soft Credit)
Opps: Won (SC)
​
Opportunity: Close Date
Account Soft Credit: Amount
12
Total Account Soft Credits Last FY
Account: Total Account Soft Credits Last FY
Sum
Fiscal Year / Years Ago/Last Year
Opportunity -> Account (Account Soft Credit)
Opps: Won (SC)
​
Opportunity: Close Date
Account Soft Credit: Amount
13
Total Contact Soft Credit Amount
Account: Total Contact Soft Credit Amount
Sum
All Time
Opportunity -> Account (Contact Soft Credit)
Opps: Won (SC)
​
​
Contact Soft Credit: Amount
14
Total Contact Soft Credits This FY
Account: Total Contact Soft Credits This FY
Sum
Fiscal Year / Years Ago/ This Year
Opportunity -> Account (Contact Soft Credit)
Opps: Won (SC)
​
Opportunity: Close Date
Contact Soft Credit: Amount
15
Total Contact Soft Credits Last FY
Account: Total Contact Soft Credits Last FY
Sum
Fiscal Year / Years Ago/Last Year
Opportunity -> Account (Contact Soft Credit)
Opps: Won (SC)
​
Opportunity: Close Date
Contact Soft Credit: Amount
There are no rows in this table
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