Prior to TaroWorks 7.2.X, TaroWorks Mobile Users were required to be on the partner community license. Partner community users are linked to a contact record.
Now in TaroWorks 7.2.X, Salesforce and Platform license types are supported for the TaroWorks Mobile Users. TaroWorks will no longer reference the contact record that was associated with partner community users. This changes the process of creating TaroWorks Mobile Users and assigning mobile records in TaroWorks 7.2.X.
- A. Mobile Record Assignment - If you are only doing mobile record assignment through the TaroWorks Mobile User tab, you can continue to B. Prior to TaroWorks 7.2.X, mobile record assignment data was stored in the SobjectContactAssociation Object. Starting 7.2.X, it will be stored in the SobjectUserAssociation Object. The only difference between these objects is that relationships with the contact object are not relationships with the User object. If any customizations have been built related to mobile record assignment, please upgrade and make the adjustments in your Sandbox first before upgrading your Production instance. Please feel free to reach out to support for more information and support on the changes.
- B. Performance module -The performance module has been disabled in TaroWorks 7.2.X on both Salesforce and Mobile side. If the Performance module is important to your business processes, please wait to upgrade to a future version where this is restored.
- C. Mapping Mobile User Metadata - In TaroWorks 7.2.X, field-mapping of the Mobile User row will utilize the First and Last name of the User record instead of the Contact record associated with the logged in mobile user.
- D. Mobile Users tab - In TaroWorks 7.2.X, you must use the TaroWorks Mobile Users tab. The Mobile User tab that was associated with older versions will no longer be supported.