Classy for Salesforce - How to Upgrade to the Latest Version

Last Updated: Feb 07, 2019 09:31AM PST

When a Classy for Salesforce upgrade is available, we’ll always notify you to ensure you have the latest tools you need to reach your fundraising goals. Once the upgrade is available, you can update to the latest version through the API + Apps tab in the Classy Manager.   

In this article, you’ll learn how to update Classy for Salesforce to the latest version (6.501).

Pro tip: To learn more about the improvements, check out our release notes.  

 

Update Classy for Salesforce

Open the Salesforce Integration

1. Open the API + Apps tab
2. Click on the Salesforce icon

Begin the Update

When an update is available, an update link will appear on your Classy for Salesforce integration screen. The link will not appear if you're already up to date—the current version is 6.501. 1. Click Update Now to open a browser tab with the installer

  • A login screen for Salesforce may appear first, if you aren’t already logged in 

2. Select which Salesforce users to install the update for
3. Click the Upgrade button

The installation process may take a few minutes, and you’ll receive an email after the installation is complete. The Salesforce screen in Classy will also update to let you know the installation was successful (pictured below). 
Need extra guidance? Contact our Care Team

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