# Gift commitments, schedules and soft credits

*Agentforce Nonprofit Consultant Study Guide · Agentforce Nonprofit Feature Configuration · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/agentforce-nonprofit-feature-configuration/gift-commitments-schedules-and-soft-credits*

How gift commitments are scheduled as Recurring or Custom, how upgrades, pauses and closing change their schedules and transactions, which Fundraising settings drive commitment status, how in-kind and stock gifts are recorded, and how hard credit, soft credits, default soft credits and tributes differ.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Agentforce Nonprofit Feature Configuration
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Configure Fundraising Management, including Gift Entry, Gift Commitments, Outreach Source Codes, Soft Credits, and Gift Acknowledgements.

## What the exam expects

- Choose the Recurring or Custom schedule type for a gift commitment in Agentforce Nonprofit (formerly Nonprofit Cloud) Fundraising, and know which access and which page create its transactions.
- Predict what upgrading, pausing and closing do to a commitment's schedules and unpaid transactions.
- Configure the Fundraising settings that move commitments to Lapsed, Failing and Closed.
- Record in-kind and stock commitments with the asset transfer fields.
- Distinguish hard credit, gift soft credits, gift default soft credits and gift tributes, and pick the donor and soft credit recipient for matched and donor-advised gifts.
- Key terms: **gift commitment** (a pledge, multipayment gift or open-ended recurring gift); **gift commitment schedule** (the payment plan that drives transactions); **hard credit** (credit to the donor who is directly responsible for the gift); **soft credit** (recognition for someone who influenced a gift); **gift tribute** (a gift made in honor or in memory of someone other than the donor).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Recurring vs Custom | Set amount on a schedule vs one or more installments | [Add a Gift Commitment](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_gift_commitment.htm&type=5&language=en_US) |
| Commitment access | Create on Contact Profile, plus FundraisingAccess | [Add a Gift Commitment](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_gift_commitment.htm&type=5&language=en_US) |
| Automatic transactions | Only for schedules managed on the Gift Commitment page | [Schedule a Gift Commitment](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_schedule_gift_commitments.htm&type=5&language=en_US) |
| Non-recurring schedules | Up to 30 per donor record; may overlap | [Schedule a Gift Commitment](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_schedule_gift_commitments.htm&type=5&language=en_US) |
| Partial-period change | Schedule splits; change logged in the Change Attribution Log | [Manage Recurring Gift Commitments](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_manage_gift_commitment.htm&type=5&language=en_US) |
| Pause | Pause Transactions schedule; unpaid transactions in the period removed | [Pause or Resume](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_pause_resume_schedules_recurring_gift_commitment.htm&type=5&language=en_US) |
| Closing | Verbal: Canceled; Written: Written Off | [Close a Gift Commitment](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_close_gift_commitment.htm&type=5&language=en_US) |
| Zero counts | Lapsed or Failing status never updates | [Enable Fundraising](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_fundraising.htm&type=5&language=en_US) |
| Soft credit caps | Transaction up to 100%; commitment default can exceed 100% | [Gift Soft Credit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_add_soft_credit_to_gift_transaction.htm&type=5&language=en_US), [Soft Credits on Commitments](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_capture_giving_influence_with_soft_credits.htm&type=5&language=en_US) |
| Hard credit | Documented on Gift Transaction | [Credit Everyone Involved](https://trailhead.salesforce.com/content/learn/modules/soft-credits-and-tributes-in-fundraising/credit-everyone-involved-in-a-donation) |

## Check yourself

- Why might a new recurring commitment leave the next installment uncreated?
- Which date and amount fields does commitment processing keep current?
- Why does Help separate a thank-you acknowledgment from a receipt for in-kind gifts?
- What does Total Expected Asset Maturity Value hold?

## Sources

- [Add a Gift Commitment in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_gift_commitment.htm&type=5&language=en_US)
- [Schedule a Gift Commitment in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_schedule_gift_commitments.htm&type=5&language=en_US)
- [Gift Commitments in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_commitments.htm&type=5&language=en_US)
- [Manage Recurring Gift Commitments in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_manage_gift_commitment.htm&type=5&language=en_US)
- [Upgrade or Downgrade a Recurring Gift Commitment in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_upgrade_downgrade_recurring_gift_commitment.htm&type=5&language=en_US)
- [Pause or Resume a Recurring Gift Commitment in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_pause_resume_schedules_recurring_gift_commitment.htm&type=5&language=en_US)
- [Close a Gift Commitment in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_close_gift_commitment.htm&type=5&language=en_US)
- [Gift Commitment Processing in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_commitment_processing.htm&type=5&language=en_US)
- [Enable Fundraising in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_fundraising.htm&type=5&language=en_US)
- [Enter In-Kind Gift Commitments in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enter_in_kind_gift_commitments.htm&type=5&language=en_US)
- [Credit Everyone Involved in a Donation (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/soft-credits-and-tributes-in-fundraising/credit-everyone-involved-in-a-donation)
- [Credit Influence as Gift Soft Credit on a Gift Transaction in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_add_soft_credit_to_gift_transaction.htm&type=5&language=en_US)
- [Capture Giving Influence with Soft Credits in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_capture_giving_influence_with_soft_credits.htm&type=5&language=en_US)
- [Prerequisites for Recording Gifts in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_prerequisites_for_recording_gifts.htm&type=5&language=en_US)
- [Format Gift Acknowledgments and Receipts with Templates](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_format_gift_acknowledgments_and_receipts_with_templates.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams