Fundraising Accelerator with Classy

With this quick and easy implementation service, you’ll receive a tailored setup, expert guidance, and even shadowing sessions from a top-level expert who knows Salesforce and Classy better than anyone.

Download Accelerator PDF

Selecting Classy

Classy logo

You’ve made a superb decision to use Classy to connect with your donors and grow your impact. And, like most people who are starting out with Classy, you probably want to ensure that your fundraising platform is connected to your CRM.

  • In scope

    • Configured production environment

    • Field mapping documentation

    • Installation of Classy-Salesforce integration package

    • Sync Classy data to standard Salesforce objects and Classy custom objects (Designations, Custom Answers, Supporters)

    • Set up Salesforce matching rules to improve data hygiene and accelerate data transfer using parallel processing.

    • Set up Classy for Salesforce Control Panel: customize integration, sync historical data, and configure settings.

    • Guided admin walkthough

  • Out of scope

    Process automation

    Approvals, Flows

     

    Custom code

    Apex Triggers, Apex Code, custom components, etc.

  • Prerequisites

    Customer to provide courtesy/temporary login access to Classy and Salesforce and allocate six hours of meeting time with Salesforce resources within predefined duration of one week.

Recent projects

Association

Securing member data and access online

The American Conference of Governmental Industrial Hygienists (ACGIH) is respected for its dedication to industrial hygiene and occupational and environmental health and safety communities. This membership-based organization founded in the New Deal era has stayed relevant to its growing membership by providing robust benefits, many of which are now accessible through its digital properties. These include a WordPress website fully integrated with Fonteva, an Association Management Solution (AMS) built on Salesforce. Under our guidance, the website was migrated to a new hosting solution, Pantheon, without disrupting member services or access. Visit website
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Nonprofit

Enhancing the quality of life for millions, one donation at a time

The Amputee Coalition (AC) is the nation’s leading organization on limb loss. AC is dedicated to enhancing the quality of life for amputees and their families, improving patient care, and preventing limb loss. With the generous support of the public, they are helping amputees live well with limb loss, raising awareness about limb loss prevention, and ensuring amputees have a voice in matters affecting their ability to live full, thriving lives. AC engaged Fíonta to upgrade their 12-year-old Salesforce instance, which no longer served their needs efficiently. Visit website
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Foundation

Streamlining grantmaking processes

The International Sustainable Energy Foundation (ISEF) promotes an environmentally sustainable and climate-friendly world by supporting actions that contribute to the preservation of the environment. Its work includes creating access for development, adaptation, air quality, climate finance, cities and urban planning, decarbonization, equitable transition, land use, low-carbon development, resilience, smart agriculture, sustainable energy policies, water, and more, all within a sustainable development paradigm. ISEF came to Fíonta looking for a system to manage their grantmaking and a desire to connect traditional grantmaking endeavors back to the source funds tracked through donations and grants, robust reporting, an online grant portal, and automatic generation of award letters.
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What our clients are saying

Fíonta’s Managed Services (Accent) team has been a very helpful resource for our small association. Our ongoing arrangement with Accent has allowed us to establish a productive cadence to address small configuration changes with their support. While having continuous conversations to make sure we’re keeping an eye on long-term needs, the flexibility to engage with the broader Fíonta team when we need support to complete more resource-intensive projects. American Short Line and Regional Railroad Association
Fíonta was absolutely committed to make sure we had durable products for our most urgent and important needs. Immigrants Rising
Databases can be really scary for nonprofits like ours. We don't have dedicated database analysts on staff, so this kind of project requires a lot of trust. That's one great thing about Fíonta—you can trust them with your data and your nonprofit's future. Mental Health America
We hired Fíonta to overhaul our Salesforce after a botched transition from Raiser's Edge. Right from the get-go, the Fíonta team has taken time to understand our needs and respond accordingly. They are very quick to get back to us, and always let us guide the conversation and set priorities while still using their expertise to keep us on track. Free the Slaves
The Center on Budget and Policy Priorities’ upgraded site now offers improved functionality and accessibility on a robust, secure hosting platform, and will be easily upgraded to Drupal 9 when the time comes. Center on Budget and Policy Priorities
Bread for the City logo
Fíonta clearly has a recipe for success on deploying Classy for Salesforce integration. They were thorough and communicative. Bread for the City