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 ==