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.

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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

Nonprofit

Streamlining operations to better serve families

Ronald McDonald House of the Triangle (RMHC Triangle) is a new chapter that combines Durham and Chapel Hill, North Carolina. RMHC Triangle is building a foundation for sustained growth in the future. In 2023, both chapters merged, doubling to become the 8th largest Ronald McDonald House organization in the United States. They offer a comforting home away from home and a community of support for seriously ill children and their families, built with love. The recent merger between chapters emphasized the need to streamline and unify procedures and the tools used to serve the community, which prompted migrating from Exceed Premier and Raiser’s Edge to Salesforce Nonprofit Success Pack (NPSP). The new organization would need a rock-solid foundation to support future program growth.
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Nonprofit

Creating a safe place for members to heal and support one another

Alliance for Safety and Justice is building a future in which all communities are “Just Safe.” It is a multi-state advocacy organization that combines smart policy reform with organizing and representing survivors, people with old records, and the organizations that serve them. ASJ contracted with Fíonta to build an Experience Cloud portal catering to two of its core programs: Crime Survivors for Safety (CSSJ) and TimeDone. These initiatives offer assistance and community to both crime survivors and people with old records. The primary objective was to establish a secure, authenticated online platform, enabling program members to interact, support one another, and engage with program services to influence local, state, and national policies. Visit website
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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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What our clients are saying

We've been blown away by the quality of Fíonta's work product as well as the communication from the design and development teams throughout. All of our feedback and desires were taken into account from the start of the project and the Fíonta team did a great job synthesizing everything into a website that more than delivers on our initial vision. The Tax Foundation
Fíonta has that ideal combination of exceptional technical skill and outstanding customer service. The consultant I worked with dove right in, figuring out a system he didn't originally implement. His analytical skills are amazing, and he quickly identified the right solution for a variety of issues...he explained everything to me in a way I could understand. Los Angeles Conservancy
Seriously, I have never worked with a more committed vendor. Big love from Seneca Park Zoo Society for the Fíonta crew. Seneca Park Zoo
Norman Rockwell Museum logo in teal
Fíonta has been a great partner. Unlike many consultants who can be in a relationship for as long as required, Fíonta goes the extra mile to make you feel they are on the journey with you. Norman Rockwell Museum
They demonstrated an understanding of nonprofit needs and displayed a willingness to accommodate our budget and schedule. All of the staff...were incredibly professional and knowledgeable about Salesforce. I enjoyed the time the database engineer took to understand our particular Salesforce instance. I'd recommend Fíonta to everyone! Institute for Policy Studies
Working with Fíonta was a true pleasure. Our partners were communicative and kind and patient. It was an enjoyable process. International Sustainable Energy Foundation