If you need to change users for your Classy for Salesforce integration or need to switch from a Sandbox to Production, you need to first disable Classy for Salesforce from Apps & Extensions in Classy and re-enable the integration. Disable Classy for Salesforce Select Apps & Extensions in your account menu
How to migrate from sandbox to production in Salesforce?
Migrating from sandbox to production, follow the steps below. 1. In source org, select deploy. 2. Outbound change set, enter the name and description if required. 3.
Is Salesforce sandbox safe?
Salesforce Sandbox is a risk-free environment for simulating configuration changes, but how can you tell when it’s safe to skip it and go straight to production? Every organization using Salesforce has a production or “live” org and a set of sandboxes. Developers employ the production organization, which has live data.
What changes should be made in the sandbox?
Some of the higher impact changes are best done in sandbox and rolled out. For example, new objects, record types, and page layouts. Nevertheless, there is quite a lot of new configuration that’s doable.
How to deploy a change set in Salesforce?
1. In source org, select deploy. 2. Outbound change set, enter the name and description if required. 3. Add the components like apex classes, objects, workflows with associated components, triggers, forlders, test classes, reports, dashboards, etc which needs to be deploy into the production. 4.
How do you upgrade classy?
Version 6.6 or earlierLog in to your Classy account.Select Apps & Extensions in your menu.Select Salesforce.Locate the update notification, and select Update Now.
How do I install classy in Salesforce?
Once you allow access, return to Classy to begin the installation.Select Install Classy for Salesforce.Select which Salesforce users to install the package for.Select Install.
What is Salesforce classy?
Classy for Salesforce gives you the tools to optimize your fundraising data, nurture your donor relationships, & accelerate progress towards your mission. Start fundraising on Classy and allow your data to flow directly into Salesforce in near real-time.
Does classy integration with Salesforce?
A direct integration into Salesforce's Duplicate Management solution enables any duplicate and matching rules set up in Salesforce to manage Classy contacts. Customize the name of the record type for campaigns, accounts, opportunity types, contacts, opportunities, and stage names for your successful donations.
Is classy free?
Classy has 1 pricing edition that costs $299. A sophisticated online fundraising solution for high-growth nonprofits. All Classy plans also include a 4% transaction fee.
What is the nonprofit success pack?
The Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce Enterprise Edition. NPSP is preconfigured for nonprofits as an-easy-to-use fundraising and constituent management application, designed to make the daily life of nonprofits a little easier.
Before you start
You will need System Administrator access in Salesforce in order to complete the steps below.
Enable Classy for Salesforce
We recommend connecting to a Sandbox environment first to test the integration. Then you can connect to a Production environment.
Activate API key
You can choose the application name. One suggestion is “Integration - SF”. However, we do not support the following application names:
Next Steps
You have enabled the Classy for Salesforce integration! To make sure data flows smoothly from Classy to Salesforce, we recommend the following steps.
What is a Salesforce sandbox?
Salesforce Sandboxes are replicas of the production org. They do not contain any live data or active users. Your copy sandbox is a useful environment for making changes and testing them. In sandbox, your changes will not affect any live business processes.
How to make and change reports and dashboards?
A good way to make and change reports and dashboards is in a private folder. Once created, move them to a public folder. I need to add field s to a page layout for a specific profile. When you create a field it will give you the choice to add to any page layout.
What is missing element in sandbox?
Missing elements are often referenced in workflows or code. That leaves you with creating new things in configuration. Some of the higher impact changes are best done in sandbox and rolled out. For example, new objects, record types, and page layouts.
What are knock on effects in Salesforce?
There are often knock-on effects when changing things in Salesforce. For example, validation rules may block a workflow you’ve created. Alternatively, someone may be using a field you are trying to remove. Before making changes, you need to make sure you’ve assessed all potential effects. ———-.
Why is phased release important?
The phased release approach help to confirm your change is fit for the intended purpose. Otherwise, it will allow you to make adjustments before the wider team uses it. Training. Whether it is a short ‘how-to’ guide or a live training session, training is vital. It helps in getting users on board with your change.
Is there a lot of new configuration that is doable?
Nevertheless, there is quite a lot of new configuration that’s doable. It causes no consequence to others or loss of data. For example, new fields, picklist values, reports, email templates, profiles, or role. Remember though, to take precautionary steps before going ahead with them.
Can you use a sandbox to make changes?
The sandbox has all the same tools, functionality, and set up as your live org (if you’ve refreshed it recently). You can, therefore, utilize it to make changes. Be aware, though, that any effects those changes have in sandbox, will manifest itself in live. There may be times, However, when you think that working in sandbox is too cumbersome.
Install Classy for Salesforce
This support article goes through the install process step-by-step. To begin testing, select a Salesforce environment to install the package.
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.
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.
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.
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.
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.