TaroWorks 3.0 is built with Security standards approved by Salesforce themselves. This allows for more stability and protection of your data.
In addition, upgrading to 3.0 will give you more free storage (5gbs), access to new features, allows you to take advantage of more Salesforce functionality in TaroWorks.
When should we upgrade?
Once you upgrade on Salesforce, your field staff cannot sync their data until you are ready for them to upgrade. This means that they will need their new Partner User credentials set up and communicated to them before they can update their app.
We recommend that you have sufficient time to test the new release first on a sandbox and then also make sure you have enough time to communicate to and train the Field staff on the new Mobile app experience.
Will we lose any data?
No. As long as your field officers log in with the correct Partner User credentials associated with their Contact after the update, they will not lose any data.
How do we upgrade?
Please follow the upgrade instructions contained in this section in order.