Summary
This document is a setup guide for integrating Classy with Salesforce, aimed at providing users with a comprehensive understanding of the necessary steps and requirements for a successful integration. It outlines prerequisites such as the need for specific user roles in both Classy and Salesforce, and the recommendation to use a Salesforce sandbox for testing purposes. The guide includes a detailed setup checklist that spans several weeks, covering tasks such as connecting to a sandbox, installing the integration, configuring settings, and testing the integration with various scenarios. It also describes the testing process for donations, peer-to-peer fundraising, and events, providing specific scenarios to ensure data flows correctly between Classy and Salesforce. Additionally, the guide offers troubleshooting tips and resources for users to access further support and information regarding the integration settings and data management.
