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

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.
View project
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
View project
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
View project
View all projects

What our clients are saying

Fíonta helped my organization migrate all our data to Salesforce and customize the platform for our small development shop. They were on-time, on budget, and very professional. I highly recommend them to any nonprofit getting started on Salesforce – or those with need ongoing support in customizing and using the platform. Earthworks
Fionta’s project technical consultants and the project manager were efficient, responsive, and communicated clearly with us at each step of the way. It was a terrific experience all around. Atlas Network
Fíonta gets it! Our organization had been frustratingly overwhelmed with Salesforce and displeased with our initial partner and implementation. With Fíonta, we were able to realign our Salesforce implementation with our real work business needs as a multi-layered nonprofit. Fíonta has been in the trenches and understands the needs of foundations and nonprofits. Homeboy Industries
Working with Fíonta was a true pleasure. Our partners were communicative and kind and patient. It was an enjoyable process. International Sustainable Energy Foundation
I have worked with Fíonta for close to a decade. Each team member I have interacted with is knowledgeable, an expert, and patient. Most importantly, they work to understand our mission, vision, and programming needs. I admire how everyone we have ever worked with strives to understand our organization, what we do, and what we provide, and helps us find solutions that fit our budget. Partnership for Children of Cumberland County
SIGN Fracture Care
Our engagement with Fíonta was a very positive experience...Our team at Fíonta was extremely helpful and responsive, and we would definitely engage them in the future. SIGN Fracture Care