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TFS Integration Setup & User Guide

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** This article is also relevant for Azure DevOps.

Our TFS Salesforce Connector allows your organization to configure the connection of your TFS instance as well as create Work Items, search for them in a preconfigured Project and link to a Salesforce Record. This connector will also display linked Work Items related to a Salesforce Record in a lightning component when viewing Salesforce record detail page.

 

1.) Create two named credentials – one for authorization and another for searching work items (Fig. 1 & Fig. 2)                      

TFS__1.png

                                                               Fig. 1 

TFS__2.png                                                         Fig. 2 

 

2.) Go to your TFS App and setup the connection; (Fig. 3) 

TFS__3.png

 

 

                                                             Fig. 3  

3.) Please select the "Projects" tab of the TFS connector Configuration page to create Projects and Configure Work Items to Sync. This tab also allows to select Read/Write access to allow Search/Create Work Items from Salesforce objects as well as choose default Work Type (Fig. 4)

 

TFS___.png

                                                                Fig. 4 

 

4.) The "Projects" button allows creating a project in TFS without log TFS seperately. (Fig. 5 & Fig. 6) 

 

TFS_5.png

                                                          Fig. 5

 

TFS__6.png

                                                                  Fig. 6

 

 

 5.) Select a default work item, set read/write access and save. (Fig. 7) 

 

TFS_7.png

                                                         Fig. 7

 

 

6.) Select  "Fields Configuration" to select fields to sync: (Fig. 8) 

 

TFS_8.png

                                                    Fig. 8 

 

7.) After the initial configuration is done, we’ll need to create buttons to Create and Search Work Items, and place them to a Salesforce object page layout. You can create buttons on any Salesforce object you’d like to sync:   (Fig. 9 &  Fig. 10) 

TFS_9.png

                                                              Fig. 9 

 

 

tfs_10.png

                                                    Fig.  10 

 

8.) Next, place recently created buttons on Page layout for a Salesforce object   (Fig. 11) 

 

tfs_12.png

                                                           Fig. 11

 

9.)  To view created Work Items on UI side, we’ll need to add our lightning components to a Salesforce Object you’d like to sync: (Fig. 12) 

 

 

12.png

                                                                             Fig 12 

 

10.) Now you should be able to see two buttons: “Search TFS tickets” and “Create Work Item”,  as well as Lightning component displaying linked Work Items to your Salesforce record: (Fig 13)

 

13.png

                                                              Fig. 13

 

11.) On the Search TFS tickets a popup will appear to allow you to search for Work Items and link them to a Salesforce record: (Fig. 14)

 

14.png

                                                Fig. 14

12.) "Create Work Item" allows to create a Work Item in TFS with the help of a popup: (Fig. 15) 

 

15.png

                                                        Fig. 15

 

 

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