02. *IMPORTANT* Update Existing Jobs for Multiple Drill-Down Hierarchies

Introduction

In TaroWorks 4.2, a new feature has been added called Multiple Drill-down hierarchies which expands the volume of Salesforce data you can expose to your field officers in a single Job. In order to make your existing Jobs compatible with this feature, you need to do the following:

• A. Schedule an Apex Class - Schedule the update of your existing Jobs.
• B. Confirm Job has Completed - After the scheduled time, confirm the update completed.

IMPORTANT: Please complete all the steps in this article before creating new Jobs in TaroWorks 4.2.X. If you create new Jobs before converting the old ones, the process will fail. Also, your field officers will not be able to sync until you complete the steps in this article.

 

A. Schedule an Apex Class

1. Click Setup in the upper right.
2. Go to Build >Develop or  Type 'Apex Classes ' in the search bar above the menu.
3. Click Apex Classes.
4. Click Schedule Apex.
5. Copy and paste Process Existing Job Templates for the Job Name. It must match exactly.
6. Select the Apex Class ProcessExistingJobTemplatesSchedule.
7. Select the frequency Weekly.
8. This Job only needs to run once, and we want it to run as soon as possible. For Recurs every week on, check today's day.
9. For the Start Date select today's date.
10. For the End Date select tomorrow's date.
11. For the Preferred Start Time, select the next hour. (Example: If it is 12:48 PM now, select 1:00 PM)
12. Click Save.

B. Confirm Job has Completed

1. Click Setup in the upper right.
2. Go to Monitor> Jobs or type Apex Jobs in the Search bar.
3. Click Apex Jobs.
4. After the day and time you set for the Job to run, confirm that the Job 'ProcessExistingJobTemplatesBatch" has a status of Completed.
5. If the status remains Queued beyond the scheduled time, or the Status is Failed, contact us.

Conclusion

All of your existing Jobs are now compatible with the new feature Multiple Drill-down hierarchies. Continue to the next step: 03. Update TaroWorks User Profile.