Classy for Salesforce Getting Started Checklist

Last Updated: Sep 21, 2018 01:53PM PDT

Welcome to Classy for Salesforce! This checklist will guide you through the setup process of the Classy for Salesforce integration and highlight resources to help you get started.  

 

1. Navigate to the Extensions Tab in Classic Admin Dashboard

  • Log in to your Classy Account and navigate to the Classic Dashboard by clicking your avatar on the top right-hand side of the screen and selecting Switch to the Classic Admin. If this dropdown menu says Switch to the Classy Manager, you're already where you need to be in the Classic Admin.

  • From the Classic Admin Dashboard, select “Extensions” from the on the right-hand side of the toolbar. Once there, you will see a section to select “Salesforce Integration”—this is where the install process begins. 

2. Test Classy for Salesforce 

  • This support article goes through the install process step-by-step. To begin testing, select “Connect to Sandbox.”

  • Before installing Classy for Salesforce in production, we recommend using a Salesforce test environment, also called a sandbox, in order to familiarize yourself with Classy for Salesforce and test your existing customizations.

3. Configure Custom Settings

  • Once authenticated, new data will flow from Classy to Salesforce. We recommend reviewing and customizing the Integration Settings to match your business processes. 

  • If you are not seeing these settings, refer back to the setup article in step 2. Be sure to create and select an API Key.

 

4. Create a Campaign

  • To test the data flow between your Classy account and Salesforce sandbox, we recommend creating a test campaign in your Classy account and running a few test transactions. In order to test, create and publish a campaign in Classy and make a few low dollar donations that can later be refunded. Testing will help highlight any potential customizations in your instance that may interfere with the Classy for Salesforce integration from creating and editing records. It will also expose which fields are populated by our integration under their respective objects. 

  •  If you’re not seeing data flowing into the Salesforce sandbox, visit the Control Panel Metrics tab to check the overall health of the integration. Then check the Classy API Request object for any failed records with error messages.  If an unfamiliar error is showing, reach out to our Salesforce support team at classy.org/help.  For a list of the most common error messages and solutions, see the last section of this article

5. Learn about the Classy for Salesforce Objects & Fields

  • By default, the integration syncs to Salesforce Contacts, Accounts, Opportunities, & Campaigns, as well as a few Salesforce custom objects such as Classy Recurring Donors, Classy Related Entities, Classy Custom Questions, and Classy Custom Answers.  

  • The Classy for Salesforce package includes default Salesforce page layouts, but if a user already has existing layouts, key Classy custom fields can be added to custom layouts within Salesforce.

  • Our technical documentation highlights all objects and fields that Classy for Salesforce populates.

  • If you’d like to populate additional fields with Classy data, the Classy Field Mapping Tool is a good resource. If further customization is needed, check out Salesforce Process Builder to see how this can be accomplished directly in Salesforce.

6. Enhanced Contact Matching

  • If you’d like to customize how Classy for Salesforce matches with existing Salesforce Contacts, enable Enhanced Contact Matching. However, by default, only the standard Salesforce Email field is used for matching. 

  • If you are using custom matching rules, be sure to check out the advanced sections of the article for recommendations on specific fields to use.

7. Connect your Classy Account to Production

  • Once you’ve completed testing, you’re ready to make the switch to production. This support article will show you how.

FAQ - Things to keep in mind about the Classy for Salesforce Integration

  • Once the Integration is authenticated, all incoming data from that point forward will sync to Salesforce, any historical data will not automatically sync. However, the Classy Control Panel tool can be used to sync data using a date range. 

  • Any changes made to a record in Classy will update in real-time but Salesforce customizations (workflows, processes, triggers, etc.) and times of high transaction volume may increase processing time.

  • Editing records in Classy that have already synced to Salesforce can potentially overwrite any changes that have been made to fields in the technical documentation.

  • For data integrity purposes, any missing data will attempt to resync every morning around 2 a.m. 

  • Currently, the integration is a one-way sync from Classy to Salesforce. Any records created in Classy will sync over to Salesforce, however, any updates made to records in Salesforce will not update data in Classy.

  • If your organization uses NPSP, Classy has an extension package that helps improve functionality with NPSP GAUs/Allocations, NPSP Recurring Donors, and NPSP's Opportunity model.  Reach out to our support team for more information on the Classy NPSP Extension at classy.org/help.   

Need to Sync Data?

Data can be synced from Classy to Salesforce using the Classy Control Panel. Information on this tool can be found here. If you see any missing records or incomplete data after using the Classy Control Panel to sync records, check out the Classy API Requests or Classy Error Logs to see if there were any potential errors with syncing data.

Additional Training Resource

If any questions come up that aren’t addressed in any of the Classy for Salesforce documentation, please don’t hesitate to reach out to our Support Team and select Classy for Salesforce in the drop-down menu.