Changes between Version 2 and Version 3 of TicketToSalesforcePlugin


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Timestamp:
Feb 7, 2011, 8:14:40 AM (4 years ago)
Author:
chriswolf
Comment:

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  • TicketToSalesforcePlugin

    v2 v3  
    55== Description ==
    66
    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
     7Maintain synchronization if Trac tickets in Salesforce.  Trac tickets are
     8reflected by the Salesforce custom object, Ticket__c and Comment__c. 
     9Ticket__c objects are linked to Cases via M2M relationship provided by
     10the CaseTicketLink__c custom object.  Even though this is a M2M relation,
     11Trac's uses a custom text field for the Case number, so it's essentially
     12many-to-one. 
     13
     14Comment__c objects are related to Ticket__c objects via the link custom
     15object, TicketCommentLink__cc.  The related lists layouts are modified to
     16display the related object fields rather then the object id.
     17
     18You need the "tracrpc" component installed and enabled for this
     19plugin to work.  You also need to add a custom field, "case_number",
     20as shown below.
     21
     22This file gets copied to the "plugins" directory of the trac project.
     23
     24Example settings in trac.ini are:
     25
     26{{{
     27[components]
     28tracrpc.* = enabled
     29ticket2sforce.* = enabled
     30ticketvalidator.* = enabled
     31
     32[ticket2sforce]
     33username = yourSFusername
     34password = yourSFpasswd
     35sectoken = yourSFsecurityToken
     36wsdl = partner.wsdl
     37
     38[ticket-custom]
     39case_number = text
     40case_number.label = Case Number
     41
     42[ticketvalidator]
     43new.required = case_number
     44}}}
     45
     46You will need to install the following Salesforce project
     47artifacts using either the Eclipse SForce plugin or the
     48ant-based migration tool.
     49
     50src/layouts/Case-Case Layout.layout
     51src/layouts/Comment__c-Comment Layout.layout
     52src/layouts/Ticket__c-Ticket Layout.layout
     53src/layouts/TicketCommentLink__c-TicketCommentLink Leyout.layout
     54src/objects/Ticket__c.object
     55src/objects/Comment__c.object
     56src/objects/CaseTicketLink__c.object
     57src/objects/TicketCommentLink__c.object
    858
    959== Bugs/Feature Requests ==