01. Prepare for Upgrade

Introduction

This article details the step-by-step instructions for the preparatory steps you need to complete before upgrading from 2.27.x to TaroWorks 3.0 in your Salesforce instance. The following topics will be covered in this article:

• A. Enable Partner Relationship Management - Partner Relationship Management needs to be enabled to allow your Field Officers access to TaroWorks through Communities.
• B. Enable Communities - TaroWorks 3.0 leverages the Salesforce Partner Community to give your Field Officers access to the TaroWorks Mobile application. They can also be leveraged for sharing documentation and reports.
• C. Create Profile for Back-End Users - A security profile is necessary so you can control who can access and use TaroWorks to create Jobs. During the installation process you will have the choice to grant permissions to administrators only, to everyone, or to certain profiles of your choice.
• D. Create Profile for Field Officers - A security profile is necessary for your users accessing TaroWorks so you can control who can access and use TaroWorks via their mobile device. You'll assign permissions with this profile during the installation process along with the Back-End User profile.
• E. Enable Salesforce CRM Content - This step allows you create content libraries. Without CRM Content enabled you will not be able to install TaroWorks.

Before you begin:

• If you are not on TaroWorks version 2.27.0 or above, please upgrade to 2.27.4 before upgrading to TaroWorks version 3.0.
• Salesforce should be either Enterprise Edition, Unlimited Edition or Developer Edition
• Log in as System Administrator (Create and Manage Communities Administration Permissions enabled)
• Language set to English (Instructions are for English)
• In order to complete the upgrade, you need to be provisioned Communities by Salesforce. Please submit a ticket to obtain Communities before your start your upgrade. If you upgrade to TaroWorks 3.0 without the proper licensing, you will be blocked from using TaroWorks until they are provisioned.

 

A. Enable Partner Relationship Management

1. Click Setup in the upper right.
   
2. Navigate to Customize > Partners > Settings.  (If this option is not available, proceed to Part B.)
   Tip: Type 'Partner' in the search bar above the menu.
   
3. Check Enable Partner Relationship Management. (No action necessary if already checked.)
4. Click Save.

B. Enable Communities

1. Click Setup.
   
2. Navigate to Customize > Communities > Settings.
    Tip: Type 'communities' in the search bar above the menu.
3. Check Enable Communities. (No action necessary if already checked.)
4. Enter a unique Domain Name if it is not already set. 
5. Click Save.
6. Click OK on confirmation pop-up window.
7. You should see this success message:
   

 

 

C. Create Profile for Back-End Users

1. Click Setup.
   
2. Navigate to Administration Setup > Manage Users > Profiles.
   Tip: Type 'Profiles' in the search bar above the menu.
   
3. Click the New button.
   
4. Select 'Standard User' for Existing Profile.
5. For Profile Name, enter 'TaroWorks User'.
6. Click Save to continue.
   
7. Click Back to List: Users link.
   

 

 

D. Create Profile for Field Officers

1. From the Profiles page, click the New button. 
   
2. In the Existing Profile drop-down list, select a 'Partner Community User' profile to clone.
3. For Profile Name, enter 'TaroWorks Partner User'.
4. Click Save to continue.
   
5. Click Edit.
   
6. Scroll down to the Administrative Permissions section and check API Enabled.
7. Scroll to the bottom of the page and click Save.

E. Enable Salesforce CRM Content

1. Click Setup.
   
2. Navigate to Customize > Salesforce CRM Content > Settings.
3. Click Edit.
4. Check Enable Salesforce CRM Content.
5. Check Autoassign feature licenses to existing and new users.
6. Click Save.

 

Conclusion

Congratulations, you are now ready to upgrade your TaroWorks managed packaged into your Salesforce instance!

Please continue to the next step of your upgrade: 02. Update TaroWorks in Salesforce.