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How To: Mapping a Classy Campaign to an Existing Salesforce Campaign

Background / Use-Case​

Often, organizations have existing campaigns in Salesforce or other structure that they would like their Classy campaigns to feed into. Currently, there is no out-of-the-box functionality to meet this request with the integration, but there are steps to take that an organization can follow to allow our integration to 1:1 map Classy Campaigns to existing Salesforce campaigns.

Before we begin, some caveats:
  • Our integration performs 1:1 mapping of Classy campaigns to Salesforce Campaigns and all opportunities/objects therein
    • This means all donations from a Classy campaign will transfer to one Salesforce campaign, and cannot be split by the integration
  • The integration can only map one Classy campaign to one Salesforce campaign at a time. If there is a desire to map multiple Classy Campaigns into one Salesforce Campaign, that will require customization on the organizations' end (either by developing a set of hierarchy with the Classy Campaigns as children under the main SF campaign, or a flow/process/etc.)
  • Any customization beyond the steps outlined in this document are outside the scope of support for the Classy for Salesforce team, and we always recommend letting the integration create and use it's own Salesforce Campaigns.

Steps​

You will need to add the following three fields into the Page Layouts of the Campaign Type you utilize. If you are using the Classy campaign layout in a Salesforce integrated campaign, these fields already exist. (Navigate to SF Setup > Object Builder > Search for Campaign > Page Layouts > Select and edit the appropriate Layout). Drag and drop these fields in to the layout:

  1. Classy Campaign ID ( API name: stayclassy__sc_event_id__c)
  2. Classy External ID ( API name: stayclassy__Classy_External_ID__c)
  3. Classy Campaign Hierarchy ( API name: stayclassy__Classy_Campaign_Type__c)

Now that these fields are added to the desired campaign layout, you will need to add these values into the Salesforce campaign that you would like to intake from a Classy Campaign.

The following steps require you to edit the Salesforce-Native campaign record or create a new Campaign in Salesforce.

You will need to add the following values into your Salesforce campaign:

  1. Campaign ID: This is the Classy Campaign ID which can be found in the URL of the Campaign viewer in Classy or in the existing Salesforce Campaign that the integration created under the field "Classy Campaign ID"

  2. Classy External ID: This field can only be found in the existing SF campaign that the integration created, under the field "Classy external ID".

    • E.g. For Campaign #427567, the external ID would be Campaign-427567
      NOTE: you must delete the External ID value from the Classy-integration created campaign or you cannot save the SF Campaign record.

  3. Classy Campaign Hierarchy: This is a pick-list field, since you are mapping campaigns, always chose the "Campaign" option.

You now must remove the values from these fields (as you did in step 2 ) from the Classy-integration created Salesforce campaign, or completely remove/delete the Classy Campaign record all together.
Success!

Transactions/Donations/Opportunties will now sync to your designated Salesforce campaign for that specific Classy Campaign.