Last Updated: August 27, 2020
Overview
Classy for Salesforce is configured to work as either a stand-alone package or alongside Nonprofit Success Pack (NPSP) version 3 or NGO Connect Spring 16. With all configurations, data is synced to Classy custom objects in addition to standard Salesforce objects. This is a near real-time push to Salesforce.
If you're setting up the integration for the first time, check out our Getting Started Checklist for guidance and best practices.
After the Classy package is installed and authorized to sync data, only new data from that point forward will sync to your Salesforce instance. Historical Classy data can by synced using the Data Sync Tool.
While Classy for Salesforce support is unable to assist in third party data migrations, we recommend checking out Salesforce documentation for best practices. Manual creation of Classy Custom object records and editing of Classy Custom fields is not supported and may lead to errors or data discrepancies between Classy and Salesforce.
Classy for Salesforce uses ‘stayclassy’ as its namespace prefix. All custom field names referenced below should include ‘stayclassy__’ as the prefix if they are referenced via an API.
For clarification on the functionality of the integration, or assistance with a Classy for Salesforce technical issue, our Salesforce team can be reached at here.
The Classy integration is updated regularly with new features and improvements. View the release notes for details on all changes and updates.
Donors, Fundraisers, and Team Captains have Classy contact data synced to Salesforce.
A Donor roles is also added as a Primary Contact Role to each Opportunity. Where applicable, Fundraiser, Team Captain and/or Attendee roles are also added (this allows for automatic updating of NPSP soft credit rollups depending on NPSP settings).
For organizations that have enabled state/country picklists, the integration automatically detects if the feature is enabled. No additional configuration is required.
Classy for Salesforce works in tandem with Salesforce Duplicate Management. Learn more about contact matching here. If Salesforce Duplicate Rules are not enabled, the integration attempts to check for existing Salesforce Contact records by comparing the Email address in Classy with the standard Contact Email field within Salesforce. If multiple identical email addresses are found, the integration will use the oldest Contact record.
*Blue denotes Lookup fields.
| Field Label | API Name | Description |
|---|---|---|
| Account Name | Account | Lookup to Account associated with this Contact |
| Birthdate | Birthdate | Birthdate of the Contact when captured by Classy. This typically occurs during fundraising page signup or if the birthday field is enabled via custom questions (Classic Campaign Types) |
| First Name | FirstName |
Name in supporters report (Classic Campaign Types) Name from billing info for a transaction or Fundraiser name on signup (New FRS Campaigns) |
| Last Name | LastName | |
| Mailing Street | MailingStreet |
Use of Mailing or Other address fields depends on Classy for Salesforce settings. Address in supporters report (Classic Campaign Types) Address from billing info for a transaction (New FRS Campaigns) |
| Mailing City | MailingCity | |
| Mailing State | MailingState | |
| Mailing Postal Code | MailingPostalCode | |
| Mailing Country | MailingCountry | |
| Other Street | OtherStreet | |
| Other City | OtherCity | |
| Other State | OtherState | |
| Other Postal Code | OtherPostalCode | |
| Other Country | OtherCountry | |
| Phone | Phone |
Phone in supporters report (Classic Campaign Types) Phone from transaction (New FRS Campaigns) |
| Title | Title | Used if the "Prefix" field is enabled in Classy custom questions for a campaign (Classic Campaign Types) |
| Address Type | stayclassy__Address_Type__c | Used if this field is enabled in Classy custom questions for a campaign (Classic Campaign Types) |
| Amount of Last Donation | stayclassy__amount_of_last_donation | (Deprecated) Amount of Last Donation |
| Average Donation | stayclassy__average_donation | (Deprecated) Average Donation (lifetime) |
| Blog | stayclassy__Blog__c | Used if this field is enabled in Classy custom questions for a campaign (Classic Campaign Types) |
| Classy Member ID | stayclassy__sc_member_id | External Classy member ID |
| Classy Opt In | stayclassy__opt_in__c | Indicates if a donor has opted in to receive emails |
| Classy Total Donated | stayclassy__sc_total_donated | (Deprecated) Sum of all transactions that have the associated contact ID |
| Classy Total Fundraising | stayclassy__sc_total_fundraising | (Deprecated) Sum of all fundraising page money raised that have the associated contact ID |
| Classy Total Number of Donations | stayclassy__sc_total_donations | (Deprecated) Total Number of Donations (lifetime) |
| Company/Organization | stayclassy__Company__c | Used if this field is enabled in Classy custom questions for a campaign or if an offline company transaction is made (Classic Campaign Types) |
| Date of Last Donation | stayclassy__sc_date_of_last_donation | (Deprecated) Date of Last Donation |
| Gender | stayclassy__Gender__c |
Used if these fields are enabled in Classy custom questions for a campaign (Classic Campaign Types)
|
| Middle Name | stayclassy__Middle_Name_c | |
| Suffix | stayclassy__Suffix__c | |
| Text Opt In | stayclassy__Text_Opt_In__c | |
| Website | stayclassy__Website__c | |
| Classy Related Member ID | stayclassy__Classy_Related_Member_Id__c | List of all Classy Member IDs ever related to this Contact. (Comma separated) |
| Classy Username | stayclassy__Classy_Username__c | [will be used in future functionality] |
Accounts are created whenever a new Contact is created. Any existing Contacts that are matched will maintain their Account association. If NPSP is installed, Classy for Salesforce will not create an Account. This allows NPSP to create the Account that fits your model.
At integration setup, you will have the option to select a bucketed Account model or our default model. Our default model creates an Account for all new Contacts; the Account name is set as the Contact "[First Name] [Last Name]". The bucket model assigns all new Contacts to the Account name specified in Classy for Salesforce settings.
Note: The Person Account model is not supported.
Note: Contacts to Multiple Accounts is not supported.
Includes donations and ticket/registration purchases.
| Field Label | API Name | Description |
|---|---|---|
| Account Name | Account | Account associated with the Opportunity |
| Opportunity Name | Name | Name of the opportunity represented as 'Donor Name -- Classy -- MM/DD/YYYY' |
| Amount | Amount | Total Transaction Amount |
| Stage | StageName | New FRS Campaigns: Closed Won, Closed Lost, refund Classic Campaign Types: Refunded, Chargeback, voided, Canceled |
| Close Date | CloseDate | Transaction Date |
| Description | Description |
Order Comment (Online & New FRS Campaigns) Description (Classic Offline Donations) |
| Record Type | RecordType | Default: StayClassy (can be changed in settings) |
| Primary Campaign Source | Campaign | Lookup to the CampaingSalesforce Campaign ID associated to the order (linked to either a Classy Campaign/Event, Fundraising Page, or Team Page) |
| Type | Type | Indicates the frequency of the donation (One-time, Recurring) |
| Anonymous Donor | stayclassy__Anonymous_Donor__c | Indicates if the donation was made anonymously |
| Billing Address | stayclassy__cc_address__c | Billing information |
| Billing Address 2 | stayclassy__cc_address2__c | |
| Billing City | stayclassy__cc_city__c | |
| Billing Country | stayclassy__cc_country__c | |
| Billing First Name | stayclassy__Billing_First_Name__c | |
| Billing Last Name | stayclassy__Billing_Last_Name__c | |
| Billing Postal Code | stayclassy__cc_zip__c | |
| Billing State | stayclassy__cc_state__c | |
| Browser Info | stayclassy__Browser_Info__c | Includes browser & OS version used by a donor (Classic Campaigns) |
| Classy Campaign | stayclassy__Campaign__c | Lookup to the parent Campaign |
| Check Number | stayclassy__check_number__c | Check Number (offline donations) |
| Classy Designation | stayclassy__sf_designation_id__c | Lookup to the Classy Designation object |
| Classy Transaction ID | stayclassy__sc_order_id__c | Classy transaction ID |
| Classy Recurring Donor | stayclassy__sf_recurring_id__c | Lookup to the Classy Recurring Donor (only for recurring donations) |
| Classy Donor | stayclassy__sf_contact_id__c | Lookup to the Contact of Donor |
| Credit Card Expiration Date | stayclassy__Credit_Card_Expiration_Date__c | Expiration date |
| Credit Card Last Four Digits | stayclassy__Credit_Card_Last_Four_Digits__c | Last Four Digits of the Credit Card Number |
| Dedication Body | stayclassy__Dedication_Email_Body__c | Message that the donor writes to the dedication recipient |
| Dedication Contact Name | stayclassy__dedication_contact_name__c | Information for dedication recipient |
| Dedication First Name | stayclassy__Dedication_First_Name__c | |
| Dedication Last Name | stayclassy__Dedication_Last_Name__c | |
| Dedication Contact Email | stayclassy__dedication_contact_email__c | |
| Dedication Contact Address | stayclassy__dedication_contact_address__c | |
| Dedication Contact City | stayclassy__dedication_contact_city__c | |
| Dedication Contact Country | stayclassy__dedication_contact_country__c | |
| Dedication Contact State | stayclassy__dedication_contact_state__c | |
| Dedication Contact Zip | stayclassy__dedication_contact_zip__c | |
| Dedication Name | stayclassy__dedication_name__c | Name of person being honored |
| Honoree First Name | stayclassy__Honoree_First_Name__c | |
| Honoree Last Name | stayclassy__Honoree_Last_Name__c | |
| Dedication eCard Request | stayclassy__Dedication_Ecard_Request__c | Indicates if the donor requested an ecard be sent to the dedicatee |
| Dedication Include Gift Amount | stayclassy__dedication_include_gift_amount__c | Indicates if the donor would like to include the amount of the gif |
| Dedication Type | stayclassy__dedication_type__c |
Type of dedication: "in honor of" or "in memory of" (Classic Campaigns "honor" or "memory" (New FRS Campaigns) |
| Promo Code | stayclassy__Discount_Code__c | Promo code used on a purchase (formerly called "Discount Code") |
| Adjustment Amount | stayclassy__Discount_Total__c | Amount of the discount applied via promo code (formerly called "Discount Total" |
| Fundraising Page | stayclassy__Fundraising_Page__c | Lookup for the Campaign Fundraiser record |
| Fundraising Team | stayclassy__Fundraising_Team__c | Lookup for the Campaign Team record |
| Donation Total | stayclassy__donation_total__c | Donation (without fees amount or host event amount) (Host Total + Donation Total + Transaction Fees = Order Total) |
| Host Total | stayclassy__host_total__c | Event host amount for registration/ticketed events (Host Total + Donation Total + Transaction Fees = Order Total) |
| Transaction Fees | stayclassy__transaction_total__c | Total transaction fees to be deducted from order total. (Host Total + Donation Total + Transaction Fees = Order Total) |
| Order Total | stayclassy__Classy_Order_Total__c | All transaction amounts added together (Host Total + Donation Total + Transaction Fees = Order Total) |
| Classy Organization ID | stayclassy__Organization_ID__c | Classy Organization ID |
| Payment Gateway Name | stayclassy__gateway_name__c | WePay, Authorize.net, Stripe, Braintree, Dwolla, Offline |
| Processor ID | stayclassy__gateway_transaction_id__c | Payment Processor ID |
| Payment Method | stayclassy__Payment_Method__c | Method of payment (can be Credit Card, Check, Cash, Pledge, Sponsor, ACH, Other) |
| Refund Date | stayclassy__refund_date__c | If status is refunded, this will show date of refund |
| Transaction Date | stayclassy__order_date__c | Date when the donation was processed |
| Transaction Type | stayclassy__Transaction_Type__c | Indicates if an Opportunity was created from a Donation, Ticket, or Registration Campaign (Classic Campaigns) "Donation" for Donation Page transaction and additional donations. "Registration" for registrations. (New FRS Campaigns) |
| Cash Ledger | stayclassy__Cash_Ledger__c | [will be used in future functionality] |
| Cash Ledger ID | stayclassy__Cash_Ledger_ID__c | The ID of a related cash ledger |
| Classy API Request | stayclassy__Classy_API_Request__c | Lookup to the most recently created Classy API Request |
| Classy API Request Status | stayclassy__Classy_API_Request_Status2__c | Most recently created Classy API Request's status |
| Classy Campaign ID | stayclassy__Classy_Campaign_ID__c | Classy Campaign ID |
| Classy Designation ID | stayclassy__Classy_Designation_ID__c | Classy Designation ID |
| Classy Fundraising Page ID | stayclassy__Classy_Fundraising_Page_ID__c | Classy Fundrasiing Page ID |
| Classy Fundraising Team ID | stayclassy__Classy_Fundraising_Team_ID__c | Classy Fundraising Team ID |
| Classy Member Email | stayclassy__Classy_Member_Email__c | Classy Member Email |
| Classy Member ID | stayclassy__Classy_Member_ID__c | Classy Member ID |
| Classy Member Phone | stayclassy__Classy_Member_Phone__c | Classy Member Phone Number (New FRS Campaigns) |
| Classy Pay Payment Token ID | stayclassy__Classy_Pay_Payment_Token_ID__c | Classy Pay Payment Token ID |
| Classy Pay Recurring ID | stayclassy__Classy_Pay_Recurring_ID__c | Classy Pay Recurring ID |
| Classy Pay Transaction ID | stayclassy__Classy_Pay_Transaction_ID__c | Classy Pay Transaction ID |
| Classy Processor Object ID | stayclassy__Classy_Processor_Object_ID__c | The payment processor ID reported via Classy Pay |
| Classy Recurring Donor ID | stayclassy__Classy_Recurring_Donor_ID__c | Classy Recurring Donor ID |
| Company Name | stayclassy__Company_Name__c |
Used if this field is enabled in Classy custom questions for a campaign (Classic Campaign Types) Company Name on offline donations (New FRS Campaigns) |
| Credit Card Expiration Month | stayclassy__Credit_Card_Expiration_Month__c | Credit Card Expiration Month |
| Credit Card Expiration Year | stayclassy__Credit_Card_Expiration_Year__c | Credit Card Expiration Year |
| Partial Refund Amount | stayclassy__Partial_Refund_Amount__c | [will be used in future functionality] |
| Payment End Date | stayclassy__Payment_End_Date__c | [will be used in future functionality] |
| Transaction Metadata | stayclassy__Transaction_Metadata__c | The raw transaction JSON data related to a transaction |
| Transaction Status | stayclassy__Transaction_Status__c | [will be used in future functionality] |
| Currency Code | stayclassy__Currency_Code__c | Represents the default ISO currency code of the Classy account (typically USD). This is also referred to as the "normalized" currency. |
| Raw Currency Code | stayclassy__Raw_Currency_Code__c | Represents the ISO currency code that a donor selected for a donation |
| Raw Donation Gross Amount | stayclassy__Raw_Donation_Gross_Amount__c | Gross amount of the transaction using the raw amount entered by the donor (excluding any overhead amount) |
| Raw Donation Net Amount | stayclassy__Raw_Donation_Net_Amount__c | (Deprecated) |
| Raw Overhead Net Amount | stayclassy__Raw_Overhead_Net_Amount_c | Represents the non-tax deductible portion of the Raw Donation, as defined by the organization |
| Raw Total Gross Amount | stayclassy__Raw_Total_Gross_Amount__c | Gross amount of the transaction using the raw amount entered by the donor; the Raw Donation Gross Amount + the Raw Overhead Net Amount |
| Charged Classy Fees Amount | stayclassy__Charged_Classy_Fees_Amount__c | Amount of Classy fees represented in the charged currency |
| Charged Currency Code | stayclassy__Charged_Currency_Code__c | Represents the ISO currency code that was sent to a payment processor for settlement |
| Charged Fees Amount | stayclassy__Charged_Fees_Amount__c | The sum of the Charged Classy Fees Amount + the Charged Processor Fees Amount |
| Charged Processor Fees Amount | stayclassy__Charged_Processor_Fees_Amount__c | Amount of payment processor fees represented in the charged currency |
| Charged Total Gross Amount | stayclassy__Charged_Total_Gross_Amount__c | Total gross amount represented in the charged currency |
| Is a Matched Gift? | stayclassy__Is_a_Matched_Gift__c | Indicates if it is a matching sponsor transaction |
| Parent Transaction ID | stayclassy__Parent_Transaction_ID__c | Contains Classy Transaction ID of the original transaction that triggered the creation of this matching sponsor transaction |
| Classy Business ID | stayclassy__Classy_Business_ID__c | Contains the unique ID for a given matching sponsor |
| Payment Account Type | stayclassy__Payment_Account_Type__c |
Indicates the type of account used for an ACH transaction (for example "checking" or "savings" |
| Payment Institution | stayclassy__Payment_Institution__c |
The name of the payment provider used for an ACH transaction |
| Payment Account Number | stayclassy__Payment_Account_Number__c |
Last four characters of the account number used for an ACH transaction |
| Donor Selected Classy Mode | stayclassy__Payment_Fee_On_Top__c | Indicates if the donor selected to cover Classy's transaction fees for a donation (also referred to as "Classy Mode" or "fee on top" donations) |
| Credit Card Type | stayclassy__Credit_Card_Type__c | Type (MasterCard, Visa, American Express) of credit card used |
| Is Gift Aid Eligible | stayclassy__Is_Gift_Aid_Eligible__c | This checkbox field will be set to true if a donor indicated that their donation is eligible for Gift Aid in the United Kingdom |
| Applied FOT Percent | stayclassy__Applied_FOT_Percent__c | Fee on top percentage applied to each transaction |
| Classy Member Name | stayclassy__Classy_Member_Name2__c | Name entered in "Your Information" fields of donation pages |
|
Channel Transaction ID |
stayclassy__Channel_Transaction_ID__c |
The transaction ID for a donation used to identify that donation in the third-party platform. For Facebook, this field will store the value of the Facebook Payment ID. |
|
Channel Fundraising Page ID |
stayclassy__Channel_Fundraising_Page_ID__c |
The fundraising page ID related to the donation represented by the Opportunity and used to identify that donation in the third-party platform. For Facebook, this field will store the value of the Facebook Fundraising Page ID. |
|
Channel Supporter ID
|
stayclassy__Channel_Supporter_ID__c |
The supporter ID related to the donation represented by the Opportunity and used to identify that supporter/donor in the third-party platform. For Facebook, this field will store the value of the Facebook Donor Hash. |
|
Channel Name |
stayclassy__Channel_Name__c |
Stores the name of the third-party platform where the transaction originated. |
|
Payment Source |
stayclassy__classy_payment_source__c |
Field Values:
|
Classy events/campaigns, fundraisers, and teams are all created as Salesforce Campaigns. See below for additional information about Campaign Hierarchy and the relationships between campaign types.
Campaign Members with the following statuses are added:
Donor - Donors to Fundraising Page, Team, or Campaign
Attendee - Attendee to an Event
Fundraiser - Creator of Fundraising Page
Team Captain - Creator of Team
Team Member - Fundraiser for Team
The Classy "Fundraiser" or Parent Campaign is at the top of a Salesforce Campaign Hiearachy. Any fundraising pages become children of that campaign. Any teams that are created are also children of the campaign, with all of the individual fundraising pages that are part of the team becoming children of the team (and thus grandchildren of the campaign).
Classy for Salesforce utilizes the Total Value Won Opportunities in Hierarchy and Total Won Opportunities in Hierarchy fields. For a given Salesforce Campaign (whether that’s a Classy event or fundraising page), the total amount raised will be reflected in the Total Value Won Opportunities field. For parent Campaigns (either the main event/campaign or a team), the respective in Hierarchy fields will reflect the rollup sum of all donations made to the event/team or to any child Campaigns.
| Field Label | API Name | Description |
|---|---|---|
| Active | IsActive | Indicates if the Campaign is active |
| Campaign Name | Name | Indicates either the Campaign Name or Fundraising/Team Page name |
| End Date | EndDate | End date of the Classy Campaign (can be empty for ongoing campaigns) |
| Expected Revenue | ExpectedRevenue | This values is set to the campaign goal field from Classy |
| Parent Campaign | Parent |
Lookup to the Classy Parent Campaign, Team, or Fundraiser depending on settings. Note: This field is not overwritten for the top-level Campaign. |
| Start Date | StartDate | Start date of the Campaign, or creation date for fundraising/team pages |
| Status | Status | Indicates if a Campaign is Active, Draft, Unpublished, or Deactivated |
| Total Contacts | NumberOfContacts | Number of campaign members associated directly with a Campaign |
| Total Contacts in Hierarchy | HierarchyNumberOfContacts | Number of campaign members associated with a Campaign or its children (i.e., fundraisers and/or teams) |
| Total Value Won Opportunities in Hierarchy | HierarchyAmountWonOpportunities | Total value of all Closed Won Opportunities for the parent and children Campaigns |
| Total Won Opportunities in Hierarchy | HierarchyNumberOfWonOpportunities | Total number of all Closed Won Opportunities for the parent and children Campaigns |
| Type | Type |
Top-level Campaigns
Fundraiser Team |
| % of Goal Reached | stayclassy__percent_goal_reached__c | The ratio between the value of total Opportunities in a Campaign hierarchy to the campaign goal |
| Address | stayclassy__address1__c | Address for an event with a location |
| Address2 | stayclassy__address2__c | |
| Allocated Funds | stayclassy__Allocated_Fund__c | [will be used in future functionality] |
| Campaign URL | stayclassy__campaign_url__c | URL for the Classy Campaign, Fundraising, or Team Page on classy.org |
| City | stayclassy__city__c | City for an event with a location |
| Classy API Request | stayclassy__Classy_API_Request__c | Lookup to the most recently created Classy API Request |
| Classy API Request Status | stayclassy__Classy_API_Request_Status__c | Most recently created Classy API Request's status |
| Classy Campaign ID | stayclassy__sc_event_id__c | Classy Campaign/Event ID, Fundraising ID, or Team ID |
| Classy Campaign Hierarchy | stayclassy__Classy_Campaign_Type__c | Indicates if this record relates to a Campaign (Classy Campaign/Event), Fundraiser, or Team |
| Classy Designation ID | stayclassy__Classy_Designation_Id__c | Classy Designation ID |
| Classy Designations | stayclassy__sf_designation_id__c | Lookup to the Classy Designations associated with this Campaign |
| Classy End Date | stayclassy__End_Date__c | End date for a Classy Campaign or Fundraising Page |
| Classy External ID |
stayclassy__Classy_External_ID__c | External ID field for all Campaign types (combination of the hierarchy value (campaign, fundraising page, team) and that record's ID) |
| Classy Member ID | stayclassy__Classy_Member_ID__c | Member ID of Fundraiser or Team Captain. |
| Classy Organization ID | stayclassy__Classy_Organization_ID__c | Classy Organization ID |
| Classy Parent Campaign ID | stayclassy__Classy_Parent_Campaign_ID__c | Classy Parent Campaign ID |
| Classy Start Date | stayclassy__Start_Date__c | Classy Start Date and Time |
| Classy Team | stayclassy__Team__c | [will be used in future functionality] |
| Classy Team ID | stayclassy__Classy_Team_ID__c | [will be used in future functionality] |
| Contact | stayclassy__sf_contact_id__c | For a Fundraiser, indicates the person who created the fundraising page; for a Team, indicates the Team Captain (field is blank for top-level Campaigns) |
| Country | stayclassy__country__c | Country for an event with a location |
| Deferred Transaction Amount | stayclassy__Deferred_Transaction_Amount__c | [will be used in future functionality] |
| Fundraiser Alias | stayclassy__Fundraiser_Alias__c |
Classy Campaigs: Value for a fundraising page if a user selects an alias to display instead of their first/last name New FRS Campaigns: Fundraiser Nickname/Fundraising Page Title |
| Fundraising Page Title | stayclassy__Fundraising_Page_Title__c | [will be used in future functionality] |
| Fundraising Team Name | stayclassy__Fundraising_Team_Name__c | Fundraising Team Name |
| Name of the Venue | stayclassy__venue_name__c | Venue for an event with a location |
| State | stayclassy__state__c | State for an event with a location |
| Zip | stayclassy__zip__c | Zip for an event with a location |
| Team Role | stayclassy__Team_Role__c | [will be used in future functionality] |
| Timezone Identifier | stayclassy__Timezone_Identifier__c | Timezone of Campaign |
| Fundraising Commitment | stayclassy__Commitment__c | [will be used in future functionality] |
| Classy Parent Campaign | stayclassy__Classy_Parent_Campaign__c | Lookup to Parent Campaign |
| Classy Fundraising Team | stayclassy__Classy_Fundraising_Team__c | Lookup to Fundriasing Team |
| Currency Code | stayclassy__Currency_Code__c | ISO code of the currency against which this campaign is normalized. Inherited from organization's currency_code |
| Raw Goal Amount | stayclassy__Raw_Goal_Amount__c | Raw fundraising goal for this campaign |
| Raw Currency Code | stayclassy__Raw_Currency_Code__c | ISO code of the currency in which this campaign should be presented. |
| Campaign Path | stayclassy__Campaign_Path__c | Represents the URL path for the campaign entity, excluding the domain. Used in the formula to construct the Campaign URL. |
| Classy Mode Enabled | stayclassy__Classy_Mode_Enabled__c | Indicates if Classy Mode (fee on top) is enabled |
| Classy Mode Checked By Default | stayclassy__Classy_Mode_Checked_By_Default__c | Indicates if Classy Mode (fee on top) is enabled by default |
| Fixed FOT Percent | stayclassy__Fixed_FOT_Percent__c | Fee on top percentage selected in Campaign details |
| Effective Fixed FOT Percent | stayclassy__Effective_Fixed_FOT_Percent__c | Fee on top percentage applied to each transaction (based on "Fixed FOT Percent" or organization FOT if null) |
|
Classy Campaign External Name
|
stayclassy__Classy_Campaign_External_Name__c | The Event Name for the Classy Campaign |
|
Classy Campaign Internal Name
|
stayclassy__Classy_Campaign_Internal_Name__c | The Internal Event Name for the Classy Campaign |
Each Classy ticket/registration is listed as a Product record. These Products are then represented as Opportunity Line Items (Opportunity Products) on Opportunities for event/registration purchases.
| Field Label | API Name | Description |
|---|---|---|
| Active | IsActive | Indicates an active ticket/registration |
| Product Description | Description | Ticket/Registration description |
| Product Name | Name | Ticket/Registration name |
| Deductible Percentage | stayclassy__Charity_Donation_Percentage__c | Percentage set in Classy for the amount of the ticket purchase earmarked for charity |
| Classy Campaign | stayclassy__Classy_Campaign__c | Lookup to the Campaign record for which the ticket/registration is related |
| Classy Campaign ID | stayclassy__Classy_Campaign_ID__c | Classy Campaign ID |
| Classy Product ID | stayclassy__Classy_Product_ID__c | Classy Product ID |
| Quantity Available | stayclassy__Quantity_Available__c | Number of tickets/registrations available for purchase (a blank value indicates an unlimited quantity) |
| Classy API Request | stayclassy__Classy_API_Request__c | Lookup to the most recently created Classy API Request |
| Deductible Amount | stayclassy__Deductible_Amount__c | [will be used in future functionality] |
| Ended At | stayclassy__Ended_At__c | Ticket/Registration End Date |
| Entries Per Ticket | stayclassy__Entries_Per_Ticket__c | Number of attendees per ticket/Registration. |
| Is Classy Mode | stayclassy__Is_Classy_Mode__c | [will be used in future functionality] |
| Max Per Transaction | stayclassy__Max_Per_Transaction__c | [will be used in future functionality] |
| Min Per Transaction | stayclassy__Min_Per_Transaction__c | [will be used in future functionality] |
| Started At | stayclassy__Started_At__c | Ticket/Registration Start Date |
stayclassy__sc_recurring_profile__c
Recurring Donation Profiles.
| Field Label | API Name | Description |
|---|---|---|
| Recurring Record | Name | Classy Recurring ID for the profile |
| Billing Address | stayclassy__cc_address__c | Billing information for credit card purchases |
| Billing Address 2 | stayclassy__cc_address2__c | |
| Billing City | stayclassy__cc_city__c | |
| Billing Country | stayclassy__cc_country__c | |
| Billing Postal Code | stayclassy__cc_zip__c | |
| Billing State | stayclassy__cc_state__c | |
| Classy Campaign | stayclassy__CampaignId__c | Lookup to the parent Campaign the recurring profile was created under |
| Classy Contact | stayclassy__sf_contact_id__c | Lookup to the contact who created the reucurring profile |
| Credit Card Expiration Date | stayclassy__cc_exp_date__c | Expiration date of the billing credit card |
| Credit Card Type | stayclassy__cc_type__c | Type (MasterCard, Visa, American Express) of credit card used to set up the recurring profile |
| Classy Designation | stayclassy__sf_designation_id__c |
Lookup to the Classy Designation associated with the Campaign (Classic Campaigns) No longer populates and instead is referenced on Opportunity (New FRS Campaigns) |
| Donation Amount | stayclassy__donation_amount__c | Amount of the recurring payment |
| Fundraising Page | stayclassy__Fundraising_Page__c | Lookup to the Campaign for the fundraising page associated with the recurring profile (will be blank if the donation was made directly to a campaign page) |
| Fundraising Team | stayclassy__Fundraising_Team__c | Lookup to the Campaign for the team page associated with the recurring profile (will be blank if the donation was made directly to a campaign page) |
| Gateway Subscription ID | stayclassy__gateway_recurring_id__c | Recurring profile ID provided by processor or Classy |
| Initial Failed Date | stayclassy__initial_failed_date__c | Date when the credit card associated with a recurring profile began failing for a recurring payment (Classic Campaigns) |
| Installment Period | stayclassy__installment_period__c | [will be used in future functionality] |
| Last 4 Digits of Credit Card | stayclassy__cc_last_4_digits__c | Last four digits of the credit card used by the recurring profile |
| Payment Gateway Name | stayclassy__gateway_name__c | Gateway name of the payment processor associated with the recurring profile |
| Payments Remaining | stayclassy__end_date__c | [will be used in future functionality] |
| Recurring Cancel Date | stayclassy__cancel_date__c | Date when a recurring profile was cancelled |
| Recurring ID | stayclassy__sc_recurring_id__c | Classy Recurring ID |
| Recurring Start Date | stayclassy__start_date__c | Date when a recurring profile was established |
| Status | stayclassy__status__c |
Status of the recurring profile (can be Attempted Setup, draft, Active, Canceled, or Failing)* *not all status are available for all processors |
| Total Donated | stayclassy__total_raised__c | Total value of successful donations for recurring profile |
| Number of Donations | stayclassy__Number_of_Donations__c | Total number of successful donations for recurring profile |
| Average Donation | stayclassy__Average_Donation__c | Average number of successful donations |
| Classy API Request | stayclassy__Classy_API_Request__c | Lookup to the most recently created Classy API Request |
| Classy API Request Status | stayclassy__Classy_API_Request_Status__c | Most recently created Classy API Request's status |
| Classy Campaign ID | stayclassy__Classy_Campaign_ID__c | Classy Campaign ID |
| Classy Designation ID | stayclassy__Classy_Designation_ID__c | Classy Designation ID |
| Classy Fundraising Page ID | stayclassy__Classy_Fundraising_Page_ID__c | Classy Fundraising Page ID |
| Classy Fundraising Team ID | stayclassy__Classy_Fundraising_Team_ID__c | Classy Fundraising Team ID |
| Classy Member ID | stayclassy__Classy_Member_ID__c | Classy Member ID of Donor |
| Classy Organization ID | stayclassy__Classy_Organization_ID__c | Classy Organization ID |
| Recur On Date | stayclassy__Recur_On_Date__c | [will be used in future functionality] |
| Raw Donation Amount | stayclassy__Raw_Donation_Amount__c | The amount selected by the donor on the donation form. |
| Raw Currency Code | stayclassy__Raw_Currency_Code__c | The currency selected by the donor on the donation form. |
| Applied FOT Percent | stayclassy__Applied_FOT_Percent__c | Fee on top percentage applied to each recurring transaction |
stayclassy__Classy_Recurring_History__c
History related to a recurring donor, including creation of the profile, all successful and failed payments, and any account status changes.
| Field Label | API Name | Description |
|---|---|---|
| Classy Recurring History Name | Name | Recurring History ID |
| Classy Recurring Donor | stayclassy__Classy_Recurring_Donor__c | Lookup to the Classy Recurring Donor that generated the history |
| Donation Amount | stayclassy__Donation_Amount__c | Amount of a single payment related to a recurring profile |
| History Date | stayclassy__History_Date__c | Date & time of the history event |
| History Type | stayclassy__History_Type__c | Specific action of the history record (Created, Payment, Payment Failed, Admin Canceled, Member Canceled, Updated Profile, Reactivated) |
| Recurring Donor ID | stayclassy__Recurring_Donor_ID__c | Classy ID of the Recurring Donor |
| Recurring History ID | stayclassy__Recurring_History_ID__c | Classy Recurring History ID |
| Classy Transaction ID | stayclassy__Classy_Transaction_ID__c | Classy Transaction ID when applicable |
stayclassy__sc_designation__c
Designations/projects created within Classy are used for earmarking transactions.
| Field Label | API Name | Description |
|---|---|---|
| Designation Name | Name | Name of the project/designation |
| City | stayclassy__city__c | Indicates the city/country associated with this designation |
| Country | stayclassy__country__c | |
| Date Created | stayclassy__cre_date__c | Date the project was created in Classy |
| Designation Goal | stayclassy__goal__c | Financial goal of the designation |
| Designation ID | stayclassy__sc_designation_id__c | Classy Project/Designation ID |
| End Date | stayclassy__end_date__c | End date of the integration |
| External Reference ID | stayclassy__external_reference_id__c | An ID used to match to an external system |
| Postal Code | stayclassy__zip__c | Indicates the postal code associated with this designation |
| Start Date | stayclassy__start_date__c | Start date of the integration |
| State | stayclassy__state__c | Indicates the state associated with this designation |
| Status | stayclassy__status__c | Active, Deleted |
| Total Raised | stayclassy__total_raised__c | Sum of all Opportunities that have the associated designation ID |
| Is Active | stayclassy__Is_Active__c | Indicates if Designation is Active |
| Organization ID | stayclassy__Organization_ID__c | Classy Organization ID |
stayclassy__Classy_Custom_Question__c
Each optional and custom question is stored as a record in this object.
| Field Label | API Name | Description |
|---|---|---|
| Custom Question | Name | The text of the custom question. Note that this is limited to the 80 charater maximum for Salesforce Name fields. |
| Campaign | stayclassy__Campaign__c | Lookup to the Campaign associated with the question |
| Classy Campaign ID | stayclassy__Classy_Campaign_ID__c | Classy Campaign ID |
| Question ID | stayclassy__Question_ID__c | Classy Question ID |
| Type | stayclassy__Question_Type__c | Data type for the question (text, number, checkbox, etc.) |
| Is Required | stayclassy__Required__c | Indicates if a field is required by the user |
| Status | stayclassy__Status__c | Indicates if the question is active or deleted |
| Classy API Request | stayclassy__Classy_API_Request__c | Lookup to the most recently created Classy API Request |
| Classy API Request Status | stayclassy__Classy_API_Request_Status__c | Most recently created Classy API Request's status |
| Is Deleted | stayclassy__Is_Deleted__c | Indicates if Question was deleted. |
| Location | stayclassy__Location__c | [will be used in future functionality] |
| Tag | stayclassy__Tag__c | [will be used in future functionality] |
stayclassy__Classy_Custom_Answer__c
Contains a record for each custom question that is answered on fundraising page creation, tickets/registrations, and donations.
| Field Label | API Name | Description |
|---|---|---|
| Classy Custom Answer Name | Name | Automatically generated Salesforce number. |
| Answer | stayclassy__Answer__c | User response to a question |
| Answer ID | stayclassy__Answer_ID__c | Classy ID for the answer |
| Classy Campaign ID | stayclassy__Classy_Campaign_ID__c | Classy Campaign ID |
| Classy Fundraiser ID | stayclassy__Classy_Fundraiser_ID__c | Classy Fundraiser ID (only used for fundraising page custom questions) |
| Classy Member ID | stayclassy__Classy_Member_ID__c | Classy Member ID |
| Classy Transaction ID | stayclassy__Classy_Order_ID__c | Classy Order ID |
| Classy Product ID | stayclassy__Classy_Product_ID__c | Classy Product ID |
| Contact | stayclassy__Contact__c | Lookup to the Contact associated with the answer |
| Custom Question ID | stayclassy__Custom_Question_ID__c | Classy Custom Question ID |
| Event Registration ID | stayclassy__Event_Registration_ID__c |
Classy Event Registration ID |
| Fundraising Page | stayclassy__Fundraiser__c | Lookup to the Fundraiser associated with the answer (only used for fundraising page custom questions) |
| Opportunity | stayclassy__Opportunity__c | Lookup to the Opportunity associated with the answer (only used for donation page custom questions) |
| Parent Campaign | stayclassy__ParentCampaign__c | Lookup to the Parent Campaign associated with this answer |
| Product | stayclassy__Product__c | Lookup to the Product associated with this answer (only used for ticket/registration custom questions) |
| Question | stayclassy__Classy_Custom_Question__c | Lookup to the Classy Custom Question for this answer |
| Type | stayclassy__Type__c | Donation, Fundraiser, or Ticket |
| Classy API Request | stayclassy__Classy_API_Request__c | Lookup to the most recently created Classy API Request |
| Classy API Request Status | stayclassy__Classy_API_Request_Status__c | Most recently created Classy API Request's status |
| Classy Team | stayclassy__Classy_Team__c | Lookup to the Classy Team |
| Classy Team ID | stayclassy__Classy_Team_ID__c | Classy Team ID |
stayclassy__Classy_Logs__c
Any Salesforce standard errors or Classy debuging (testing) information is displayed on this object.
| FIELD LABEL | API NAME | DESCRIPTION |
|---|---|---|
| Classy Log Name | Name | Automatically generated Salesforce number |
| Date | stayclassy__Date__c | Classy Log Date and Time |
| Details | stayclassy__Details__c | Details of log (usually a standard Salesforce error or extra debugging infromation) |
| Related External ID | stayclassy__Related_External_ID__c | Classy ID of referenced record (if applicable) |
| Sub Type | stayclassy__SubType__c | Type of Log (Object name or Component name) |
| Type | stayclassy__Type__c | Debug (informational) or Exception (error) |
stayclassy__Classy_API_Request__c
Description: Any Classy API messages and their raw data is displayed on this object.
| FIELD LABEL | API NAME | DESCRIPTION |
|---|---|---|
| Classy API Request Name | Name | Classy API Request Name (format "object.action-ID") |
| Action | stayclassy__Action__c | Type of operation performed |
| API Action | stayclassy__API_Action__c | API Action type (create, update, etc.) |
| API Description | stayclassy__API_Description__c | Simple details of action |
| Classy API Version | stayclassy__Classy_API_Version__c | Classy API Version |
| Classy Object ID | stayclassy__Classy_Object_Id__c | Classy referenced Object ID |
| Classy Organization ID | stayclassy__Classy_Organization_ID__c | Classy Organization ID |
| Data | stayclassy__Data__c | Raw data of API message |
| Date Added | stayclassy__Date_Added__c | Classy API Request Date and Time |
| Direction | stayclassy__DirectionSF__c | Direction (IN or OUT) |
| Http Action | stayclassy__Http_Action__c | API Action Type (for outbound messages - Put, Push, etc.) |
| Log | stayclassy__Log__c | Related Classy Log details (if applicable) |
| Retry Count | stayclassy__Retry_Count__c | Number of times attempted to process. |
| Service | stayclassy__Service__c | Type of service sending API messages |
| SObject Name | stayclassy__SObject_Name__c | Salesforce referenced SObject (for outbound messages) |
| SObject Salesforce ID | stayclassy__SObjectSFID__c | Salesforce referenced SObject ID (for outbound messages) |
| Status | stayclassy__Status__c | Satus (Completed, Failed, etc.) |
| Type | stayclassy__Type__c | Type (fundraising page, classy member, etc.) |
stayclassy__Classy_Related_Entity__c
This object contains many different relationships to various objects, such as Campaign, Fundraiser, Team, Opportunity, and Contact that are otherwise not shown in Salesforce. The role of this object is defined by the Classy Type field.
| FIELD LABEL | API NAME | DESCRIPTION |
|---|---|---|
| Campaign | stayclassy__Campaign__c | Look up to Campaign |
| Classy Attendee ID | stayclassy__Classy_Attendee_ID__c | Unique ID associated in Classy to an individual when they register for an event |
| Classy Campaign ID | stayclassy__Classy_Campaign_ID__c | Classy Campaign ID |
| Classy Entity ID | stayclassy__Classy_Entity_ID__c | Classy Related Entity ID |
| Classy External ID | stayclassy__Classy_External_ID__c | Combination of Classy entity type and Classy ID |
| Classy Fundraising Page ID | stayclassy__Classy_Fundraising_Page_ID__c | Classy Fundraising Page ID |
| Classy Fundraising Team ID | stayclassy__Classy_Fundraising_Team_ID__c | Classy Fundraising Team ID |
| Classy Member | stayclassy__Classy_Member__c | Lookup to the Contact |
| Classy Member ID | stayclassy__Classy_Member_ID__c | Classy Member ID |
| Classy Product ID | stayclassy__Classy_Product_ID__c | Classy Product ID |
| Classy Product Name | stayclassy__Classy_Product_Name__c | Name of ticket purchased |
| Classy Transaction ID | stayclassy__Classy_Transaction_ID__c | Classy Order ID |
| Classy Transaction Item ID | stayclassy__Classy_Transaction_Item_ID__c | [will be used in future functionality] |
| Entity Created Date | stayclassy__Entity_Created_Date__c | Date record was created |
| Entity Type | stayclassy__Entity_Type__c | Defines the role of the object on the Classy Platform, i.e. Registration |
| Fundraising Page | stayclassy__Fundraising_Page__c | Lookup to Fundraising Page |
| Fundraising Team | stayclassy__Fundraising_Team__c | Lookup to the Team Fundraising |
| Opportunity | stayclassy__Opportunity__c | Lookup field to Opportunity |
| Price | stayclassy__Price__c | Price for the registration |
| Product | stayclassy__Product__c | Look up to Product |
stayclassy__Classy_Source_Code__c
This object contains marketing source code information.
| FIELD LABEL | API NAME | DESCRIPTION |
|---|---|---|
| Classy API Request | stayclassy__Classy_API_Request__c | Lookup to the most recently created Classy API Request |
| Classy Created Date | stayclassy__Classy_Created_Date__c | Date record is created in Classy |
| Classy Source Code ID | stayclassy__Classy_Source_Code_ID__c | Unique ID for Source Code |
| Classy Source Code Name | Name | Unique ID for Source Code |
| Classy Trackable ID | stayclassy__Classy_Trackable_ID__c | Unique ID for related trackable type |
| Classy Updated Date | stayclassy__Classy_Updated_Date__c | Date record is last updated in Classy |
| Event Type | stayclassy__Entity_Type__c | The associated action |
| Fundraising Page | stayclassy__Fundraising_Page__c | Lookup to Fundraising Page |
| Fundraising Team | stayclassy__Fundraising_Team__c | Lookup to Fundraising Team |
| Opportunity | stayclassy__Opportunity__c | Lookup to Opportunity |
| Referrer | stayclassy__Referrer_long__c | Referrer field (i.e. www.facebook.com) [2047 characters max] |
| Referrer Short | stayclassy__Referrer__c | Concatenated Referrer field [255 characters max] |
| Source Code | stayclassy__Source_Code__c | First Source Code |
| Source Code 2 | stayclassy__Source_Code_2__c | Second Source Code |
| Trackable Type | stayclassy__Trackable_Type__c | The associated action |
stayclassy__Classy_Temporary_Data__c
This object contains temporary data that has not yet been converted into API Requests.
| FIELD LABEL | API NAME | DESCRIPTION |
|---|---|---|
| Classy ID | stayclassy__Classy_ID__c | Classy ID for given record |
| Completed Date | stayclassy__Completed_Date__c | Date record is processed from temporary data into an API Request |
| Data | stayclassy__Data__c | Raw Data |
| Data Date | stayclassy__Data_Date__c | Date data sync tool result record was found |
| Data Type | stayclassy__Data_Type__c | Data Type (Campaign, Custom Question, Fundraising Page, Fundraising Team, Ticket Type, Transaction) |
| Organization ID | stayclassy__Organization_ID__c | Classy Organization ID |
| Sync Status | stayclassy__Sync_Status__c |
Waiting - Identifies a record that has not yet been processed Completed- Identifies if a record successful processes into an API Request Failed - Identifies if a record fails to process into an API Request Canceled - Identifies canceled transactions which will not process Skipped - Identifies skipped transaction which will not process |
The Classy Control Panel is a central place to manage Classy for Salesforce health and settings. This interface is both available as a Lightning Component (with Salesforce My Domain enabled) and Visualforce page. Learn more about the Control Panel in this support article.
Tools for viewing and correcting missing data as well as restarting scheduled jobs. Learn more about tools in this support article.
| Job Name | Description |
|---|---|
| AggregateDonationTotals | (Deprecated) Nightly job which updates Classy rollups fields with any new data created in the past 48 hours. |
| ClassyDataSync | Nightly job which attempts to resync any missing data from previous day. |
| ClassyHealthCheck | (Deprecated) Nightly job which refreshes Data Health table based on "Days to Compare" value. |
| ClassyHousekeeping | Nightly job which cleans old system records (i.e. Classy Log, Classy API Request, and Classy Bulk Upload objects) based on Package Management settings. |
| ClassyRecurringProfileRollupBatch | Nightly job which updates all Classy Recurring Donor rollups. |
Key metrics related to sync health. Learn more about metrics in this support article.
Lightning interface for making changes to Classy for Salesforce settings.