How to install TaroWorks into a Production org

Introduction

This article details how to install TaroWorks into a customer's product org. The following topics will be covered:

• A. Request Partner Community Licenses from TaroWorks
• B. Create TaroWorks Profiles
• C. Enable Communities
• D. Enable Salesforce CRM Content
• E. Add Default Users for Workflows
• F. Install TaroWorks
• G. Finish Setting up Partner Communities
• H. Set Up Workflow Rule
• I. Create Performance Apex
• J. Remove Tab from TaroWorks App
• K. Application Settings
• L. Turn TW Object Public Read/Write for Default External Access
• M. Double Check Object Permissions
• N. Set Up Resource Library
• O. Create TaroWorks Partner Account
• P. Create Test Mobile User
• Q. Turn on Assigning Jobs to Groups
• R. Create Test Form and Job
• S. Request TaroWorks Licenses

Before you Begin:  

• Ensure you've been allocated Administrator permissions to the customer's org
• Ensure a signed agreement is in place for TaroWorks licenses.
• Ensure Communities are enabled in the org (at least 1 Partner Community license has been allocated from Salesforce)

A. Request Partner Community Licenses from TaroWorks

1. Email your CSM the following:
   • Subject: Requesting Communities for Production Org
   • Customer Name
   • Customer Org ID
2. Once you hear from your CSM that Communities have been allocated (this can take up to two weeks with Salesforce), you can proceed with the install.

B. Create TaroWorks Profiles

1. Go to Setup > Profiles.
2. Click Clone next to the Standard User profile.
3. Enter Profile Name "TaroWorks User".
4. Click Save.
5. Go back to Profiles.
6. Click clone next to the Partner Community User profile.
7. Enter "TaroWorks Partner User" for Profile Name.
8. Click Save.
9. Click Edit next to TaroWorks Partner User profile.
10. Check API Enabled.
11. Click Save.

•  Set up Domain

1. Enter "My Domain' in the search bar on the left. Do not press enter.
2. Click My Domain.
3. Enter a Domain name relevant to the customer.
4. Confirm availability and click Save.
5. When ready to test open domain in new tab (customername.my.salesforce.com).
6. Log in with customer credentials again.
7. Go to Setup > My Domain.
8. Click Deploy to Users.

 C. Enable Communities

1. Go to Setup > Communities Settings.
2. Check Enable Communities.
3. Enter a Domain Name. 
   NOTE: This cannot be undone. If you have any doubts about what the customer would like to use for a Domain Name, inquire with the customer FIRST.
4. Click Save.
5. Click OK.
6. Click New Community. 
   NOTE: This doesn't need to be done BEFORE install, but can take a while for the community to generate, so good to go ahead and do it now. 
7. Choose Salesforce Tabs + Visualforce.
8. Click Get Started.
9. Enter "TaroWorks Community" as the site name and add TaroWorks to the Community Site URL. NOTE: Ensure to use all lowercase for community site URL because it is case sensitive. 
10. Click Create.
11. If created immediately this page will load.
12. If this page does not load, wait 10 minutes and go to Setup > Communities.
13. Click Workspaces next to the TaroWorks community you created.
14. Click Administration.
15. Click Members.
16. Select Portal for Search role.
17. Add the TaroWorks Partner User Profile to Selected Profiles.
18. Scroll to the bottom. Click Save.
19. Click Login & Registration.
20. Change the header logo to this file.
21. Change footer text to TaroWorks.
22. Click Save.
23. Click Settings.
24. Click Activate Community.
    NOTE: This will cause welcome emails to be send to all the System Admins in the system.
25. Go back to Salesforce Setup.

 D. Enable Salesforce CRM Content

1. Setup > Salesforce CRM Content.
2. Click Enable Salesforce CRM Content and all checkmark boxes except Let file owners delete...

  E. Add Default Users for Workflows

1. Go to Setup > Process Automation Settings.
2. Select the client's System Administrator as the Default Workflow User.
3. Click Save.

F.Install TaroWorks

1. Log into your admin account in an Incognito Window. (Prevents accidentally installing TaroWorks in another session/org unintentionally).
2. Go to TaroWorks Release Page.
3. Right click on the Production Instance link for the latest release and click Open link in incognito window.
4. Click Install for Specific Profiles. NOTE: DO NOT CLICK INSTALL YET!
5. Scroll down and Select the TaroWorks Partner User profile for the TaroWorks Partner level permissions and TaroWorks User for TaroWorks User.
6. Now you can scroll back up to the top and click Install.
7. Confirm Yes to approve third-party access and click Continue.
8. You'll receive an install success email when you continue.

G. Finish Setting Up Communities

1. Go to Setup > Communities.
2. Click Workspaces next to the TaroWorks community you created.
3. Click Administration.
4. Click Members.
5. Select Portal for Search role.
6. Add the TaroWorks Partner User Profile to Selected Profiles.
7. Scroll to the bottom and click Save.
8. Click Login & Registration.
9. Change the header logo to this file.
10. Change footer text to TaroWorks.
11. Click Save.
12. Click Settings.
13. Click Activate Community.
    NOTE: This will cause welcome emails to be send to all the Sys Admins in the system.
14. Go back to Salesforce Setup.

H. Set Up Workflow Rule

1. Add yourself as a Workflow User: Setup > Process Automation Settings.
2. Follow this guide https://taroworks.zendesk.com/hc/en-us/articles/200474415

I. Create Performance Apex

1. Go to Setup > Apex Classes.
2. Click Schedule Apex.
3. Schedule the following two Apex Classes with the below settings. The Job Name must match exactly.

Job Name	Job Target Daily Cleanup
Apex Class	JobTargetCleanUpSchedule
Frequency	Weekly
Recurs every week on	<check all days>
Start	Today's date
End	Change year to 2100
Preferred start time	1:00 AM

 

 Schedule another Apex.

Job Name	Indicator Target Daily Update
Apex Class	PerformanceIndicatorsCalculatorSchedule
Frequency	Weekly
Recurs every week on	<check all days>
Start	Today's date
End	Change year to 2100
Preferred start time	1:00 AM

 J. Remove Tab from Taroworks App

1. Setup > App Manager > TaroWorks (Classic) > Click Edit
2. Remove Job Activities tab from app.
3. Click Save.

 K. Application Settings

1. Set the maximum image size to be the minimum possible, 80 KB.
2. Disable Offline Jobs Integration.

 L. Turn TW Object Public Read/Write for       Default External Access

1. Setup > Sharing Settings.
2. Set external sharing setting for Job object to Private. The rest of our package objects should be Public Read/Write.

 M. Double Check Object permissions

TaroWorks User profile

• Client Assignments : Read, Create, Edit and Delete access

• Members : Read, Create, Edit and Delete access

• Mobile User object : Read, Edit and Delete access

• SobjectContactAsociation : Read, Create, Edit and Delete access

TaroWorks Partner User Profile

• Client Assignments : Read access

• Members : Read access

• Mobile User object : Read access

• SobjectContactAsociation : Read access

N. Set Up Resource Library

You now have to give partner users explicit access to Resource Library in order to use the View Resource task. Use this guide to add mobile users to a group and create TaroWorks Library https://taroworks.zendesk.com/hc/en-us/articles/203724190-04-Create-Resource-Library

O. Create TaroWorks Partner Account

You need to create a TaroWorks partner account that will be associated with the mobile users. Follow these instructions for the step by step process including adding roles. https://taroworks.zendesk.com/hc/en-us/articles/203724190-04-Create-Resource-Library

 P. Create Test Mobile User

To make sure setup is right, go ahead and create a test mobile user following instructions on Part A, B & C of this https://taroworks.zendesk.com/hc/en-us/articles/204797014-02-Adding-Mobile-Users

Q. Turn on Assigning Jobs to Groups

As a way to only show jobs to designated mobile users we need to turn on the assigning groups feature. Follow this step by step guide to do this https://taroworks.zendesk.com/hc/en-us/articles/204374264-04-Assigning-Jobs-to-Groups

 R. Create Test Form and Job

Create a new form with test question (UnMapped)

1. Go to Forms.
2. Click New Form.
3. Start with Blank Form.
4. Include a test question. No need to map it in field-mapping.
5. Publish Form.
6. Create a test Job using Test Form.
7. Go to Jobs.
8. Click New Job.
9. Click Save.
10. Publish.
11. Log into mobile using these steps https://taroworks.zendesk.com/hc/en-us/articles/203520584-11-Log-in-to-TaroWorks-App
12. Confirm successful sync in Form Response Count.

S.Request TaroWorks Licenses

1. Once you've successfully installed TaroWorks, email your CSM the following:
   • Subject: Requesting TW Licenses for Production Org
   • Customer Name
   • Customer Org ID
2. Once you hear from your CSM that licenses have been allocated you can assign them to users to proceed with the use of TaroWorks.