We’re Here to Help!!

Find A Solution, Learn Best Practices & Get Support 24x7

TFS/Azure Devops


Release Management
Implementation Guide


    Core Setups
  • 1Overview
  • 2Installing Flosum
  • 3Setting up Flosum integration user
  • 4Connecting sandboxes to Flosum
  • 5Setting up users in Flosum
  • 6Setting org permissions
  • 7Decide on naming convention
  • 8Initialize the repository
  • 9Setting up workflow permissions
  • Application Development Flow
  • 10Pulling changes from dev sandboxes
  • 11Branching strategy
  • 12Conflict and Merge strategy
  • 13Static Code Analysis
  • 14Apex
  • 15Regression testing
  • 16Reference Architecture
  • Integrations
  • 17Jira
  • 18TFS/Azure Devops
  • 19Git Integrations
  • Compliance & Governance
  • 20Compliance & Governance

** 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)                      


                                                               Fig. 1 

TFS__2.png                                                         Fig. 2 


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




                                                             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)



                                                                Fig. 4 


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



                                                          Fig. 5



                                                                  Fig. 6



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



                                                         Fig. 7



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



                                                    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) 


                                                              Fig. 9 




                                                    Fig.  10 


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



                                                           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) 




                                                                             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)



                                                              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)



                                                Fig. 14

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



                                                        Fig. 15



Print Friendly and PDF
Was this article helpful?
0 out of 0 found this helpful