From Manual Donation Entry
to Fully Automated
Fundraising Operations

We audited the client's existing Salesforce org, reviewed the full Classy API surface, and documented every object — donors, donations, campaigns, events — that needed to flow between systems. We identified existing Contact records that Classy donors would match against, and defined the deduplication rules before any integration logic was written.

We built the core Apex integration layer connecting Classy's REST APIs to Salesforce, handling OAuth authentication, API pagination, and response parsing. We created the Classy Donors → Contacts and Classy Donations → Opportunities mappings with field-level validation and data cleanup logic to ensure every incoming record met Salesforce's data quality standards.

We registered Classy webhook endpoints to push donation, donor, and campaign events into Salesforce the moment they occur — replacing the previous batch-import model with real-time triggers. We extended this to cover Classy fundraising events, creating Salesforce records for event participants and individual fundraiser performance.

We deployed the custom deduplication engine — matching incoming Classy donors against existing Salesforce Contacts by email, name, and giving history before creating new records. We then ran a controlled historical sync to backfill past donations and campaigns, validating every record against the client's existing data before committing to production.

We built Scheduled Apex jobs to run nightly reconciliation between Classy and Salesforce, catching any records missed by webhooks and retrying failed syncs. We added an integration error log object inside Salesforce for admin visibility, and built the campaign performance dashboards, fundraising activity reports, and donor engagement views the development team had been waiting for.