Classy for Salesforce FAQs

Last Updated: Jul 30, 2018 03:59PM PDT

Classy for Salesforce allows you to utilize the power of Salesforce with your Classy data. Below is a list of frequently asked questions regarding the integration.

 

How do I install Classy for Salesforce?

This article will walk you through how to set up the integration for the first time. 

What data (objects and fields) does Classy for Salesforce utilize?

Our technical documentation gives you in-depth information about how data flows between Classy and Salesforce.

Why can't I find my data?

There are several reasons for this, but often they pertain to your object layout or field-level security based on your Salesforce permissions. Salesforce has a great Data Security module that looks at these settings in-depth. If you are still are unable to find your data, please reach out to Classy Support.

How can I grant Classy support access to my Salesforce account?

You can grant us access to your Salesforce account by following the steps below.

  • Login to Salesforce

  • Under your name select My Settings

  • On the menu on the left choose Personal

  • Then select Grant Account Login Access

  • Look for StayClassy Support and use the drop down to select the length of time (preferably at least 1 week)

How can I make a test transaction that will appear in Salesforce?

Currently, one option to test the Classy for Salesforce integration is to make a real donation to a published campaign and refunding the transaction once testing is complete.  Another way to make a test donation is to add an offline donation to a published campaign.

Will my old data automatically sync to Salesforce?

No, data begins flowing from Classy to Salesforce once you first set up the integration. If you have historical data to sync, use the Classy Control Panel to sync your data. 

How do I enable custom field mapping?

You can enable custom field mapping by following these steps in our Custom Field Mapping support article.

I think I need some help with my custom settings/objects?

Our team is here to help troubleshoot any technical issues you might be experiencing regarding your Classy data flowing to your Salesforce instance, however, we are unable to modify custom architecture or consult on best practices. Check out a few of our certified partners that may be able to assist.

If you have any additional questions along the way please reach out to our Support Team.