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

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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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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What our clients are saying

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
Our consultant asked the right questions to ensure we were always tackling and prioritizing a critical problem, and often gave us options and a heads-up regarding potential project overruns and unexpected areas when there wasn’t enough information to forecast issues more precisely. We LOVE working with them and plan on engaging them further. Innovations for Poverty Action
Fíonta was brought on to help with a daunting and ambitious project: creating a cutting-edge and text-based Salesforce solution that helps bring fair access to justice for marginalized immigrants. In mere weeks, we succeeded in spite of all the unforeseen challenges blazing a new trail towards equitable justice for all. Mobile Pathways
We had a hard deadline for the implementation of Pardot. Fíonta designed a plan that met our needs and timeline. It was a team effort, but we launched on-time with a small amount of budget left-over for additional services. United Soccer Coaches
The tools Fíonta has at its disposal make the conversion process a breeze. I have been through this process a few times in my career, and this is, without a doubt, the easiest and most efficient conversion I have ever experienced. I highly recommend that all member-based nonprofits give Fíonta serious consideration for their needs. American Conference of Governmental Industrial Hygienists
We were completely unfamiliar with Salesforce and how we could fully utilize it. The team was instrumental in keeping the project on track by providing a full scope of work, making suggestions, timely budget updates, addressing any questions, and providing solutions to issues or training when necessary. AIDS Vaccine Advocacy Coalition