Classy for Salesforce - How to Upgrade to the Latest Version

Last Updated: Sep 27, 2018 12:42PM PDT

The steps below outline how to upgrade to the latest version of Classy for Salesforce.

 

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 Switch to the Classic Admin button.




2. Navigate to Your Extensions Tab and Classy for Salesforce



Under the Salesforce Integration, click the "Go to integration" link.

3. Click Upgrade Now 

Click Update Now in the green box above your Integration Settings. If you haven't already done so, you will need to log into your Salesforce instance.

Note: We always recommend connecting to a Salesforce Sandbox environment first and running your own tests before connecting to your production environment.

4. Install the Package

 
  • Grant access to Classy's API. This allows data to flow between Classy and Salesforce.

  • Check the box next to "Yes, grant access to these third-party website." Then, click Continue.

    Note: 
    This and future install steps will follow the typical Salesforce AppExchange process. If you want more details, you can always check out this helpful Salesforce article

  • 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 they will email you when the installation process is complete. 

5. Create and/or Select an API App

Once the integration is installed, revisit Classy for Salesforce through that Extensions Tab on Classy. Next, you'll select or create an API App Key to finalize the flow of data between Classy and Salesforce.

 

If you already have an App Key go ahead and click Select. However, because Classy for Salesforce Version 6 utilizes the new Classy API, you most likely will need to click the "Create New App" button. We'll walk through those steps now. 



Choose an Application Name and Oauth2 Redirect URI. These can be any value and do not impact the integration. For example, you may choose, "Classy for Salesforce" and "http://salesforce.com," respectively. Next, click Create App. 

6. Revisit Your Extensions Tab

Finally, revisit Classy for Salesforce on your Extensions Tab. Select your App Key if you haven't done so already.

Once you see your Integration Settings here, then you are all done! Data will now pass from Classy to Salesforce. As a final step, we recommend reviewing your Integration Settings to verify that they align with your current business practices.  

For our fully updated documentation visit this page.

For any Classy for Salesforce questions, please don't hesitate to get in touch!