Welcome new Classy for Salesforce users! The steps outlined below walk through how to set up your Classy for Salesforce integration for the first time.
If you're an existing user who wants to upgrade your Classy for Salesforce integration to the latest version, please refer to his article. For technical documentation, please refer to our Classy for Salesforce Documentation.
Please note: Set up should be completed by a System Administrator. Whomever the authenticated user is for your Classy for Salesforce integration will be the profile referenced for any records updated or created by Classy.
1. Navigate to Classic Admin
With the new Classy Manager Salesforce Extension coming soon, you will need to switch back to the classic admin to set up the integration. To do this, click on your icon on the top right side of the screen, then the Go to Classic Admin button.
2. Navigate to Your Extensions Tab and Classy for Salesforce
Under the Salesforce Integration, click the "Go to integration" link.
3. Choose a Salesforce Instance
On the next page, click "Connect to Sandbox" or "Connect to Production." Note that we always recommending testing in a Salesforce Sandbox environment first before connecting to your Production environment.
4. Log in to Salesforce and Allow Access
Next, you'll be taken to Salesforce to enter your Salesforce user credentials and password. Please note that the Salesforce user needs to have a System Administrator profile. We always recommend using a dedicated user, so you can easily recognize edits to Salesforce records.
After logging in, Salesforce will as you to approve Classy's request for access. Click Allow.
5. Install the Package
After giving authorization, you'll need to install the Classy package. Revisit Classy for Salesforce via your Extensions Tab and click Install Now.
Next, you'll grand access to Classy's API. This will allow data to flow between Classy and Salesforce. Check the box next to "Yes, grant access to these third-party website" and then select Continue.
Note: The following steps follow the typical Salesforce AppExchange process. If you want more details about this process, please read this Salesforce article. The link will open in a new window.
Next, choose which Salesforce users to install this package for and click Install.
The installation usually takes a few minutes. You may see a message from Salesforce letting you know that they will email you when the installation process is complete.
6. Create and Select an API App
Once the integration is installed to your Salesforce instance, revisit Classy for Salesforce on your Extensions Tab. Click Create New App.
Now, choose an Application Name and Oauth2 Redirect URI. These can be whatever values you like and do not impact the integration. For example, you might enter "Classy for Salesforce" and "http://salesforce.com," respectively. Once you've entered the information, click Create App.
7. Revisit your Extensions Tab and Select Your App Key
Finally, revisit Classy for Salesforce on your Extensions Tab and select your App Key.
After you select your App Key, you should see your Integration Settings. This indicates the package installed successfully and you're all set! Data will now flow from Classy to Salesforce.
Next, we recommend reviewing your Integration Settings to ensure they align with your business practices and workflow. These settings are not retroactive, so any changes made here will only apply to records synched over, moving forward.
For any Classy for Salesforce questions, please don't hesitate to get in touch with our Support Team!