Slaesforce FAQ

how to integrate donations with classy donations with salesforce

by Mrs. Carissa Greenfelder Published 2 years ago Updated 2 years ago
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First, your nonprofit needs to enable the Classy for Salesforce integration to make use of this new release. Once you’ve done that, go to the Control Panel in Classy for Salesforce and toggle on the setting “Sync Classy for Facebook Transactions” to enable the flow of fundraising data from Facebook.

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Does Classy integrate with Salesforce?

The Classy for Salesforce integration keeps your fundraising platform and CRM in sync, so you have the most robust constituent relationship management system possible. In this guide, you'll learn how the integration helps to: Streamline and improve your internal operations.

Does Donorbox integrate with Salesforce?

Donorbox provides extensive integration with Salesforce CRM. In order to fully utilize the features of this integration, it is important to understand how your Donorbox form fields are mapped to your Salesforce account when you enable this integration.

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 percentage does Donorbox take?

1.5%Donations and Processing Fees Donorbox is free to start and charges a small platform fee of 1.5% for the month's donations.

How many nonprofits use Salesforce?

40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.

What percentage does classy take from donations?

You can choose a Classy Mode percentage that adds on anywhere from 0% to 15% of the donation to the final amount that supporters give. This range covers every possible processing fee amount when using Classy and offers flexibility so you can discover the optimal amount that your supporters are willing to pitch in.

How does classy org make money?

Classy powers fundraising campaigns, event management, and communication with donors for mission-driven organizations. The company charges a monthly fee for its SaaS, which nonprofits can customize to reflect their own branding and use to launch campaigns in a matter of minutes.

Is Classy a CRM?

Classy has continued to evolve to meet the needs of their customers. It's an easy to use, out-of-the-box platform, but it's also extremely customizable and can connect with your CRM, like Salesforce. They are as much a partner as they are a platform.

Is Salesforce a nonprofit?

Classy is a leading online fundraising platform for nonprofits and a preferred partner of Salesforce Nonprofit Cloud. This payment processing software can be integrated directly with the Salesforce Nonprofit Success Pack. Many organizations find database integration software helpful for supporting a Blackbaud Salesforce integration and ensuring the successful transfer of all donation data from Classy to Salesforce.

Can you integrate Salesforce with Classy?

It is possible to directly integrate Classy with Salesforce NPSP custom objects, workflows and tools. Donors, fundraisers and team captains can also sync Classy contact data with Salesforce and apply duplicate and matching rules from Salesforce to Classy contacts.

Can you map a classy campaign to a Salesforce campaign?

Can we map Classy data to an existing Salesforce Campaign? Yes, with the Parent Campaign field it's possible to map to an existing Salesforce Campaign. When viewing the existing Salesforce Campaign, enter the Classy Campaign in the Parent Campaign lookup field to sync the data.

Can you sync Salesforce with Classy?

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 to disable classy for Salesforce?

To disable Classy for Salesforce, log in to your Classy account. Then select Apps & Extensions and Salesforce. The option to disable the integration will appear on the page. You can re-enable Classy for Salesforce again at any time. Keywords. classy for salesforce, settings, salesforce settings.

Does Classy for Facebook sync?

Classy for Facebook. Under Classy for Facebook, you can manage settings related to Classy for Facebook. This includes whether your Classy for Facebook sync is enabled. Once you make the changes you need, select Save. You will need an active Classy for Facebook subscription in order to enable and use these features.

A Truly Open API

Connect seamlessly with the most important tools in your stack, giving you a unified dashboard and more efficient workflows. By getting to integrate the best of the best products with Classy, our platform enables you to develop custom experiences and include value-added apps with ease.

Any Questions?

Want to learn more about what it takes to get these integrations set up? Head to the Classy Support Center to see all the support articles we’ve developed to help you manage your integrations.

What is double the donation?

Double the Donation is the industry’s leading provider of matching gift tools. Backed by the world’s largest philanthropic database of employer data, our platform enables you to pinpoint match-eligible donations in your database, so you can make the most of every gift.

What is giving assistant?

Giving Assistant is a free shopping rewards platform that puts a twist on charitable giving. People shop online and buy from their favorite brands. They then earn cash back, which is automatically donated to their favorite causes. The platform works with more than 3,000 major brands. And your nonprofit can even make purchases and earn 2x cash back on work-related expenses, turning your necessary shopping into bonus funds.

How much does ClickBid cost?

ClickBid starts at $795 for unlimited bidders/items and mobile bidding for up to four events. This includes year-long text-to-give and online donation features. Add-ons have additional costs. Contact ClickBid for more information regarding the Classy integration.

How much does Virtuous CRM cost?

Virtuous CRM starts at $300. Although, they do have other solutions in their suite like automation, email, and online giving your organization can invest in. The Classy integration is free to enable.

Is Salesforce a CRM?

Trusted by 47,000 nonprofits, Salesforce is one of the most well-known players in the CRM space. Backed by Salesforce, nonprofits can break down existing silos across fundraising, marketing, and program management teams. You’ll be able to run your entire mission from one entirely integrated platform thanks to improved collaboration and relationship management features. Many organizations turn to Salesforce for its wide range of integrations with other leading nonprofit tools, including Classy.

Is Bonfire + Classy free?

The Bonfire + Classy integration is free for every verified nonprofit on Bonfire to use. If your nonprofit isn’t verified on their site yet, you can get everything set up by signing up here. Once you’ve created your account and your verification request has been processed, you’ll be able to access the integration, and other exclusive nonprofit fundraising features like reduced donation fees.

Does Double the Donation have an extra charge?

Double the Donation offers a premium solution at an affordable rate, and integrating it with Classy comes at no extra charge. For up-to-date pricing details, check out our pricing page.

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