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.
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.
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
Apex Triggers, Apex Code, custom components, etc.
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.
Creating a modern online presence
Revamping website and increasing stakeholder engagement
Migrating multiple systems to unify supporter data