Resources and additional reading
- Create a Customizable Rollup:
https://powerofus.force.com/s/article/NPSP-Create-Customizable-Rollup#topic-7412
- Customizable Rollups Recipes:
https://powerofus.force.com/s/article/NPSP-Custom-Rllps-Recipes
- Donation Soft Credit Management with Nonprofit Success Pack: https://trailhead.salesforce.com/en/content/learn/modules/donation-soft-credit-management-with-nonprofit-success-pack
- Outbound Funds Module documentation: https://powerofus.force.com/s/article/OFM-Meet-Outbound-Funds-Module