7 | | This plugin maintains synchronization of Trac tickets with Salesforce custom objects, Ticket and Comment. Tickets are related to Cases by adding a custom field to the Trac ticket called case_number |
| 7 | Maintain synchronization if Trac tickets in Salesforce. Trac tickets are |
| 8 | reflected by the Salesforce custom object, Ticket__c and Comment__c. |
| 9 | Ticket__c objects are linked to Cases via M2M relationship provided by |
| 10 | the CaseTicketLink__c custom object. Even though this is a M2M relation, |
| 11 | Trac's uses a custom text field for the Case number, so it's essentially |
| 12 | many-to-one. |
| 13 | |
| 14 | Comment__c objects are related to Ticket__c objects via the link custom |
| 15 | object, TicketCommentLink__cc. The related lists layouts are modified to |
| 16 | display the related object fields rather then the object id. |
| 17 | |
| 18 | You need the "tracrpc" component installed and enabled for this |
| 19 | plugin to work. You also need to add a custom field, "case_number", |
| 20 | as shown below. |
| 21 | |
| 22 | This file gets copied to the "plugins" directory of the trac project. |
| 23 | |
| 24 | Example settings in trac.ini are: |
| 25 | |
| 26 | {{{ |
| 27 | [components] |
| 28 | tracrpc.* = enabled |
| 29 | ticket2sforce.* = enabled |
| 30 | ticketvalidator.* = enabled |
| 31 | |
| 32 | [ticket2sforce] |
| 33 | username = yourSFusername |
| 34 | password = yourSFpasswd |
| 35 | sectoken = yourSFsecurityToken |
| 36 | wsdl = partner.wsdl |
| 37 | |
| 38 | [ticket-custom] |
| 39 | case_number = text |
| 40 | case_number.label = Case Number |
| 41 | |
| 42 | [ticketvalidator] |
| 43 | new.required = case_number |
| 44 | }}} |
| 45 | |
| 46 | You will need to install the following Salesforce project |
| 47 | artifacts using either the Eclipse SForce plugin or the |
| 48 | ant-based migration tool. |
| 49 | |
| 50 | src/layouts/Case-Case Layout.layout |
| 51 | src/layouts/Comment__c-Comment Layout.layout |
| 52 | src/layouts/Ticket__c-Ticket Layout.layout |
| 53 | src/layouts/TicketCommentLink__c-TicketCommentLink Leyout.layout |
| 54 | src/objects/Ticket__c.object |
| 55 | src/objects/Comment__c.object |
| 56 | src/objects/CaseTicketLink__c.object |
| 57 | src/objects/TicketCommentLink__c.object |