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TFS/Azure Devops

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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 three named credentials  – one for authorization, a second for searching work items and a third for searching users on TFS. (See Figs. 1 - 3) 

TFS__1.png

                                                                                                                Fig. 1

TFS__2.png                                                                                               Fig. 2

 TFS_--.png

   Fig. 3 

2.) Go to your TFS App and set up the connection; (Fig. 4) 

TFS__3.png

                                                                                     Fig. 4

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 selecting Read/Write access to allow Search/Create Work Items from Salesforce objects as well as choose default Work Type (Fig. 5)

 

TFS___.png

Fig. 5

 

4.) The "Projects" button allows creating a project in TFS without log TFS separately. (Fig. 6 & Fig. 7)

 

TFS_5.png

Fig. 6

 

TFS__6.png

Fig. 7

 

 

5.) Select a default work item, set read/write access and save. (Fig. 8)

 

TFS_7.png

Fig. 8

 

 

6.) Select  "Fields Configuration" to select fields to sync: (Fig. 9)

 

TFS_8.png

                                                    Fig. 9

 

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. 10 &  Fig. 11)

TFS_9.png

Fig. 10

 

 

tfs_10.png

Fig.  11

 

8.) Next, place recently created buttons on Page layout for a Salesforce object  (Fig. 12)

 

tfs_12.png

Fig. 12

 

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. 13)

 

 

12.png

Fig. 13

 

 

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 14)

 

13.png

Fig. 14

 

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. 15)

 

14.png

                                                Fig. 15

12.) "Create Work Item" allows to create a Work Item in TFS with the help of a popup: (Fig. 16)

 

15.png

Fig. 16

 

 

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