Requirements - Revision history

Stevenlawrance at 17:55, 16 September 2007

2007-09-16T17:55:07Z

Stevenlawrance: /* R1: Account Type */

2007-09-09T20:45:18Z

R1: Account Type

← Older revision		Revision as of 20:45, 9 September 2007
Line 32:		Line 32:
	*R1.12: [http://www.eyrich-net.org/mozilla/X-Mozilla-Status.html?en Message flags] are preserved with messages in Salesforce.com views and folders, including read/not-read, tag, replied/not-replied, and others with the X-Mozilla-Status and X-Mozilla-Status2 message headers		*R1.12: [http://www.eyrich-net.org/mozilla/X-Mozilla-Status.html?en Message flags] are preserved with messages in Salesforce.com views and folders, including read/not-read, tag, replied/not-replied, and others with the X-Mozilla-Status and X-Mozilla-Status2 message headers
	*R1.13: Escalated cases can automatically set a Thunderforce tag on a message, such as "Important"		*R1.13: Escalated cases can automatically set a Thunderforce tag on a message, such as "Important"
	*R1.14 ~~<font color="#006600">'''Dreamforce'''</font>~~: Optional columns in all email views, which grab their Salesforce.com IDs from the X-Salesforce-Id message header. These will also exist in other folder views, including IMAP and POP account folders		*R1.14: Optional columns in all email views, which grab their Salesforce.com IDs from the X-Salesforce-Id message header. These will also exist in other folder views, including IMAP and POP account folders
	**Matched Record: The name of the record that the email is matched with		**Matched Record: The name of the record that the email is matched with
	**Matched Type: The type of record that the email is matched with		**Matched Type: The type of record that the email is matched with
	**Matched Id: The Salesforce.com ID of the record that the email is matched with		**Matched Id: The Salesforce.com ID of the record that the email is matched with
	*R1.15 ~~<font color="#006600">'''Dreamforce'''</font>~~: Toolbar buttons for matching and unmatching an email message with a Salesforce.com record		*R1.15: Toolbar buttons for matching and unmatching an email message with a Salesforce.com record
	**R1.15.1: By default, automatic matching is performed, but a drop-down menu arrow next to the button permits manual matching and matching with a new record. Manual matching takes place within a pop-up window that lets the user seach for the record that they want to match with		**R1.15.1: By default, automatic matching is performed, but a drop-down menu arrow next to the button permits manual matching and matching with a new record. Manual matching takes place within a pop-up window that lets the user seach for the record that they want to match with
	*R1.16 ~~<font color="#006600">'''Dreamforce'''</font>~~: Add buttons to the toolbar and the message header view to open the matched Salesforce.com object in Salesforce.com's web interface		*R1.16: Add buttons to the toolbar and the message header view to open the matched Salesforce.com object in Salesforce.com's web interface

	==R2: Address Book==		==R2: Address Book==

Stevenlawrance: /* R2: Address Book */

2007-09-09T20:44:07Z

R2: Address Book

← Older revision		Revision as of 20:44, 9 September 2007
Line 49:		Line 49:
	*R2.4 <font color="#006600">'''Dreamforce'''</font>: Show additional columns in the address book list for Salesforce.com		*R2.4 <font color="#006600">'''Dreamforce'''</font>: Show additional columns in the address book list for Salesforce.com
	**Type (the entity type), Account (might reuse/rename the "Organization" column for this), Role (might use the "Title" column), Profile, and, possibly, anything that the user wants to add (perhaps set up in the configuration?)		**Type (the entity type), Account (might reuse/rename the "Organization" column for this), Role (might use the "Title" column), Profile, and, possibly, anything that the user wants to add (perhaps set up in the configuration?)
	*R2.5: Add "Salesforce.com Account:" and an account drop-down box into Thunderbird's "Address Autocompletion" preferences after "Directory Server" and enable by default. This is both for global and for the Salesforce account preferences		*R2.5 <font color="#006600">'''Dreamforce'''</font>: Add "Salesforce.com Account:" and an account drop-down box into Thunderbird's "Address Autocompletion" preferences after "Directory Server" and enable by default. This is both for global and for the Salesforce account preferences
	*R2.6 <font color="#006600">'''Dreamforce'''</font>: Editing an entity brings up that record in a pop-up window using the Salesforce.com web-based user interface		*R2.6 <font color="#006600">'''Dreamforce'''</font>: Editing an entity brings up that record in a pop-up window using the Salesforce.com web-based user interface

Stevenlawrance: /* R3: Message Composition */

2007-09-09T20:43:37Z

R3: Message Composition

Stevenlawrance: /* R1: Account Type */

2007-08-28T04:20:10Z

R1: Account Type

← Older revision		Revision as of 04:20, 28 August 2007
Line 32:		Line 32:
	*R1.12: [http://www.eyrich-net.org/mozilla/X-Mozilla-Status.html?en Message flags] are preserved with messages in Salesforce.com views and folders, including read/not-read, tag, replied/not-replied, and others with the X-Mozilla-Status and X-Mozilla-Status2 message headers		*R1.12: [http://www.eyrich-net.org/mozilla/X-Mozilla-Status.html?en Message flags] are preserved with messages in Salesforce.com views and folders, including read/not-read, tag, replied/not-replied, and others with the X-Mozilla-Status and X-Mozilla-Status2 message headers
	*R1.13: Escalated cases can automatically set a Thunderforce tag on a message, such as "Important"		*R1.13: Escalated cases can automatically set a Thunderforce tag on a message, such as "Important"
	*R1.14: Optional columns in all email views, which grab their Salesforce.com IDs from the X-Salesforce-Id message header. These will also exist in other folder views, including IMAP and POP account folders		*R1.14 <font color="#006600">'''Dreamforce'''</font>: Optional columns in all email views, which grab their Salesforce.com IDs from the X-Salesforce-Id message header. These will also exist in other folder views, including IMAP and POP account folders
	**Matched Record: The name of the record that the email is matched with		**Matched Record: The name of the record that the email is matched with
	**Matched Type: The type of record that the email is matched with		**Matched Type: The type of record that the email is matched with
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	*R1.15 <font color="#006600">'''Dreamforce'''</font>: Toolbar buttons for matching and unmatching an email message with a Salesforce.com record		*R1.15 <font color="#006600">'''Dreamforce'''</font>: Toolbar buttons for matching and unmatching an email message with a Salesforce.com record
	**R1.15.1: By default, automatic matching is performed, but a drop-down menu arrow next to the button permits manual matching and matching with a new record. Manual matching takes place within a pop-up window that lets the user seach for the record that they want to match with		**R1.15.1: By default, automatic matching is performed, but a drop-down menu arrow next to the button permits manual matching and matching with a new record. Manual matching takes place within a pop-up window that lets the user seach for the record that they want to match with
			*R1.16 <font color="#006600">'''Dreamforce'''</font>: Add buttons to the toolbar and the message header view to open the matched Salesforce.com object in Salesforce.com's web interface

	==R2: Address Book==		==R2: Address Book==

Stevenlawrance at 03:19, 28 August 2007

2007-08-28T03:19:39Z

Stevenlawrance at 02:58, 28 August 2007

2007-08-28T02:58:32Z

Stevenlawrance: /* R1: Account Type */

2007-08-12T19:36:02Z

R1: Account Type

← Older revision		Revision as of 19:36, 12 August 2007
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	*R1.2: Account properties page for Salesforce.com accounts		*R1.2: Account properties page for Salesforce.com accounts
	*R1.3: Folder views for each entity type that supports email attachments		*R1.3: Folder views for each entity type that supports email attachments
	**R1.3.1: Entity types, whose presences can be toggled ~~in the account properties~~ (only those that the user has access to can be shown)		**R1.3.1: Entity types, whose presences can be toggled via Thunderbird subscriptions (only those that the user has access to can be shown)
	***Accounts, Campaigns, Cases, Contacts, Contracts, Opportunities, Products, Solutions		***Accounts, Campaigns, Cases, Contacts, Contracts, Opportunities, Products, Solutions
	**R1.3.2: Matches emails to their entity rows automatically using case number, subject, In-Reply-To (needs investigation), References, or "hidden" Salesforce record id in a <div> HTML tag		**R1.3.2: Matches emails to their entity rows automatically using case number, subject, In-Reply-To (needs investigation), References, or "hidden" Salesforce record id in a <div> HTML tag
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	**R1.3.5: Record types appear as subfolders of an entity when access to more than one exists on an entity		**R1.3.5: Record types appear as subfolders of an entity when access to more than one exists on an entity
	**R1.3.6: Use the icons from the tabs for the entities, permitting alternative entity icons to propagate to Thunderforce		**R1.3.6: Use the icons from the tabs for the entities, permitting alternative entity icons to propagate to Thunderforce
			**R1.3.7: The most recently viewed entity objects can exist as subfolders on an entity, permitting the user to easily move or copy a message to that object
	*R1.4: Email template folders are shown as subfolders to a "Templates" folder		*R1.4: Email template folders are shown as subfolders to a "Templates" folder
	*R1.5: Attachments to records are stored as .eml files, which can be opened in Thunderbird, Outlook, Outlook Express, and other clients		*R1.5: Attachments to records are stored as .eml files, which can be opened in Thunderbird, Outlook, Outlook Express, and other clients

Stevenlawrance at 17:58, 10 August 2007

2007-08-10T17:58:40Z

← Older revision		Revision as of 17:58, 10 August 2007
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	[[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]		[[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]
	Present Salesforce.com as a Thunderbird account type		Present Salesforce.com as a Thunderbird account type
	*R1.1 '''(75% done)''': Account creation wizard tie-in		*R1.1 '''(80% done; needs documentation)''': Account creation wizard tie-in
	**[[Configuration keys\|Configuration]] will be kept to a minimum		**[[Configuration keys\|Configuration]] will be kept to a minimum
	**Possibly support storing Thunderforce configuration elements in an "ini" file in the user's documents and sync with the local Thunderforce configuration in the user's Thunderbird profile for easy multi-computer use?		**Possibly support storing Thunderforce configuration elements in an "ini" file in the user's documents and sync with the local Thunderforce configuration in the user's Thunderbird profile for easy multi-computer use?
			**Have the account creation wizard appear after the first install
	*R1.2: Account properties page for Salesforce.com accounts		*R1.2: Account properties page for Salesforce.com accounts
	*R1.3: Folder views for each entity type that supports email attachments		*R1.3: Folder views for each entity type that supports email attachments

Stevenlawrance at 17:57, 10 August 2007

2007-08-10T17:57:52Z

← Older revision		Revision as of 17:57, 10 August 2007
Line 6:		Line 6:
	[[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]		[[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]
	Present Salesforce.com as a Thunderbird account type		Present Salesforce.com as a Thunderbird account type
	*R1.1 '''(done)''': Account creation wizard tie-in		*R1.1 '''(75% done)''': Account creation wizard tie-in
	**[[Configuration keys\|Configuration]] will be kept to a minimum		**[[Configuration keys\|Configuration]] will be kept to a minimum
	**Possibly support storing Thunderforce configuration elements in an "ini" file in the user's documents and sync with the local Thunderforce configuration in the user's Thunderbird profile for easy multi-computer use?		**Possibly support storing Thunderforce configuration elements in an "ini" file in the user's documents and sync with the local Thunderforce configuration in the user's Thunderbird profile for easy multi-computer use?

← Older revision		Revision as of 17:55, 16 September 2007
Line 6:		Line 6:
	[[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]		[[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]
	Present Salesforce.com as a Thunderbird account type		Present Salesforce.com as a Thunderbird account type
	*R1.1 <font color="#006600">'''~~Dreamforce~~'''</font> '''(80% done; needs documentation)''': Account creation wizard tie-in		*R1.1 <font color="#006600">'''M1'''</font> '''(80% done; needs documentation)''': Account creation wizard tie-in
	**[[Configuration keys\|Configuration]] will be kept to a minimum		**[[Configuration keys\|Configuration]] will be kept to a minimum
	**Possibly support storing Thunderforce configuration elements in an "ini" file in the user's documents and sync with the local Thunderforce configuration in the user's Thunderbird profile for easy multi-computer use?		**Possibly support storing Thunderforce configuration elements in an "ini" file in the user's documents and sync with the local Thunderforce configuration in the user's Thunderbird profile for easy multi-computer use?
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	==R2: Address Book==		==R2: Address Book==
	Present Salesforce.com as a Thunderbird address book data source for each Salesforce.com account		Present Salesforce.com as a Thunderbird address book data source for each Salesforce.com account
	*R2.1 <font color="#006600">'''~~Dreamforce~~'''</font>: Support the following entities in the address book as cards. By default, all are on. Only those that the user has access to will show up		*R2.1 <font color="#006600">'''M1'''</font>: Support the following entities in the address book as cards. By default, all are on. Only those that the user has access to will show up
	**Contacts, Leads, People (person accounts), Campaigns (not a list because that could potentially create a huge list), Users		**Contacts, Leads, People (person accounts), Campaigns (not a list because that could potentially create a huge list), Users
	*R2.2 <font color="#006600">'''~~Dreamforce~~'''</font>: Support the following entities in the address book as lists. These can be enabled or disabled in the configuration. By default, all are on. Only those that the user has access to will show up		*R2.2 <font color="#006600">'''M1'''</font>: Support the following entities in the address book as lists. These can be enabled or disabled in the configuration. By default, all are on. Only those that the user has access to will show up
	**Accounts, Cases, Opportunities, Contracts, Roles, Profiles, Solutions, Products, Custom Records		**Accounts, Cases, Opportunities, Contracts, Roles, Profiles, Solutions, Products, Custom Records
	*R2.3 <font color="#006600">'''~~Dreamforce~~'''</font>: Use the icons from the tabs for the entities, permitting alternative entity icons to propagate to Thunderforce		*R2.3 <font color="#006600">'''M1'''</font>: Use the icons from the tabs for the entities, permitting alternative entity icons to propagate to Thunderforce
	*R2.4 <font color="#006600">'''~~Dreamforce~~'''</font>: Show additional columns in the address book list for Salesforce.com		*R2.4 <font color="#006600">'''M1'''</font>: Show additional columns in the address book list for Salesforce.com
	**Type (the entity type), Account (might reuse/rename the "Organization" column for this), Role (might use the "Title" column), Profile, and, possibly, anything that the user wants to add (perhaps set up in the configuration?)		**Type (the entity type), Account (might reuse/rename the "Organization" column for this), Role (might use the "Title" column), Profile, and, possibly, anything that the user wants to add (perhaps set up in the configuration?)
	*R2.5 <font color="#006600">'''~~Dreamforce~~'''</font>: Add "Salesforce.com Account:" and an account drop-down box into Thunderbird's "Address Autocompletion" preferences after "Directory Server" and enable by default. This is both for global and for the Salesforce account preferences		*R2.5 <font color="#006600">'''M1'''</font>: Add "Salesforce.com Account:" and an account drop-down box into Thunderbird's "Address Autocompletion" preferences after "Directory Server" and enable by default. This is both for global and for the Salesforce account preferences
	*R2.6 <font color="#006600">'''~~Dreamforce~~'''</font>: Editing an entity brings up that record in a pop-up window using the Salesforce.com web-based user interface		*R2.6 <font color="#006600">'''M1'''</font>: Editing an entity brings up that record in a pop-up window using the Salesforce.com web-based user interface

	==R3: Message Composition==		==R3: Message Composition==
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	*R3.2: If no Salesforce.com record information exists in To, From, Bcc, etc, it's automatically matched to the appropriate lead, contact, person, or user on replies and forwards when the message window is opened		*R3.2: If no Salesforce.com record information exists in To, From, Bcc, etc, it's automatically matched to the appropriate lead, contact, person, or user on replies and forwards when the message window is opened
	**This can happen if a user sends a message directly to the user's non-Salesforce.com inbox, and no filter rule automatically created a Salesforce.com record for that message		**This can happen if a user sends a message directly to the user's non-Salesforce.com inbox, and no filter rule automatically created a Salesforce.com record for that message
	*R3.3 <font color="#006600">'''~~Dreamforce~~'''</font>: Automatic lookup of a Salesforce.com entity when typing a name in To, From, Bcc, etc		*R3.3 <font color="#006600">'''M1'''</font>: Automatic lookup of a Salesforce.com entity when typing a name in To, From, Bcc, etc
	**This is accomplished with Thunderbird's address autocompletion		**This is accomplished with Thunderbird's address autocompletion
	**Limits the query rate to once every three seconds and at least one second after the last character was typed		**Limits the query rate to once every three seconds and at least one second after the last character was typed
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	**Documents that live on other servers via the URL field will be supported, too, as a result of Thunderbird being built on top of the Mozilla platform		**Documents that live on other servers via the URL field will be supported, too, as a result of Thunderbird being built on top of the Mozilla platform
	*R3.6: The message signature file can exist on Salesforce.com; it does not have to be a local file, but can be		*R3.6: The message signature file can exist on Salesforce.com; it does not have to be a local file, but can be
	*R3.7 <font color="#006600">'''~~Dreamforce~~'''</font>: The address book sidebar can contain the Salesforce.com records that were recently viewed when no search criteria exists		*R3.7 <font color="#006600">'''M1'''</font>: The address book sidebar can contain the Salesforce.com records that were recently viewed when no search criteria exists

	==R4: Message Filters==		==R4: Message Filters==

← Older revision		Revision as of 20:43, 9 September 2007
Line 54:		Line 54:
	==R3: Message Composition==		==R3: Message Composition==
	[[Image:Compose-mockup.png\|thumb\|right\|300px\|Mock-up of the compose window showing records that can be contacted]]		[[Image:Compose-mockup.png\|thumb\|right\|300px\|Mock-up of the compose window showing records that can be contacted]]
	*R3.1 ~~<font color="#006600">'''Dreamforce'''</font>~~: Associate an email with an entity and/or send a mass mailing by using the appropriate records from the Salesforce.com address book		*R3.1: Associate an email with an entity and/or send a mass mailing by using the appropriate records from the Salesforce.com address book
	**When the message is sent, the associations are managed automatically		**When the message is sent, the associations are managed automatically
	**Mail merge might be added, though it needs more thought		**Mail merge might be added, though it needs more thought
	*R3.2 ~~<font color="#006600">'''Dreamforce'''</font>~~: If no Salesforce.com record information exists in To, From, Bcc, etc, it's automatically matched to the appropriate lead, contact, person, or user on replies and forwards when the message window is opened		*R3.2: If no Salesforce.com record information exists in To, From, Bcc, etc, it's automatically matched to the appropriate lead, contact, person, or user on replies and forwards when the message window is opened
	**This can happen if a user sends a message directly to the user's non-Salesforce.com inbox, and no filter rule automatically created a Salesforce.com record for that message		**This can happen if a user sends a message directly to the user's non-Salesforce.com inbox, and no filter rule automatically created a Salesforce.com record for that message
	*R3.3 <font color="#006600">'''Dreamforce'''</font>: Automatic lookup of a Salesforce.com entity when typing a name in To, From, Bcc, etc		*R3.3 <font color="#006600">'''Dreamforce'''</font>: Automatic lookup of a Salesforce.com entity when typing a name in To, From, Bcc, etc
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	**Documents that live on other servers via the URL field will be supported, too, as a result of Thunderbird being built on top of the Mozilla platform		**Documents that live on other servers via the URL field will be supported, too, as a result of Thunderbird being built on top of the Mozilla platform
	*R3.6: The message signature file can exist on Salesforce.com; it does not have to be a local file, but can be		*R3.6: The message signature file can exist on Salesforce.com; it does not have to be a local file, but can be
	*R3.7 <font color="#006600">'''Dreamforce'''</font>: The address book sidebar can contain the Salesforce.com records that were recently viewed when no search criteria exists. Note that it might not be possible to get this information using the API, so it might have to get it from either screen-scraping or a local database of records that were viewed directly in Thunderforce		*R3.7 <font color="#006600">'''Dreamforce'''</font>: The address book sidebar can contain the Salesforce.com records that were recently viewed when no search criteria exists

	==R4: Message Filters==		==R4: Message Filters==

← Older revision		Revision as of 03:19, 28 August 2007
Line 32:		Line 32:
	*R1.12: [http://www.eyrich-net.org/mozilla/X-Mozilla-Status.html?en Message flags] are preserved with messages in Salesforce.com views and folders, including read/not-read, tag, replied/not-replied, and others with the X-Mozilla-Status and X-Mozilla-Status2 message headers		*R1.12: [http://www.eyrich-net.org/mozilla/X-Mozilla-Status.html?en Message flags] are preserved with messages in Salesforce.com views and folders, including read/not-read, tag, replied/not-replied, and others with the X-Mozilla-Status and X-Mozilla-Status2 message headers
	*R1.13: Escalated cases can automatically set a Thunderforce tag on a message, such as "Important"		*R1.13: Escalated cases can automatically set a Thunderforce tag on a message, such as "Important"
	*R1.14 ~~<font color="#006600">'''Dreamforce'''</font>~~: Optional columns in all email views, which grab their Salesforce.com IDs from the X-Salesforce-Id message header. These will also exist in other folder views, including IMAP and POP account folders		*R1.14: Optional columns in all email views, which grab their Salesforce.com IDs from the X-Salesforce-Id message header. These will also exist in other folder views, including IMAP and POP account folders
	**Matched Record: The name of the record that the email is matched with		**Matched Record: The name of the record that the email is matched with
	**Matched Type: The type of record that the email is matched with		**Matched Type: The type of record that the email is matched with
	**Matched Id: The Salesforce.com ID of the record that the email is matched with		**Matched Id: The Salesforce.com ID of the record that the email is matched with
	*R1.15 <font color="#006600">'''Dreamforce'''</font>: Toolbar buttons for matching and unmatching an email message with a Salesforce.com record		*R1.15 <font color="#006600">'''Dreamforce'''</font>: Toolbar buttons for matching and unmatching an email message with a Salesforce.com record
	**R1.15.1: By default, automatic matching is performed, but a drop-down menu arrow next to the button permits manual matching and matching with a new record. Manual matching takes place within a pop-up window ~~showing~~ the ~~Salesforce.com~~ user interface and injected "Match and Move Email Message," "Match and Copy Email Message," and "Match Email Message" buttons on eligible records, depending on access permissions and Thunderforce preferences		**R1.15.1: By default, automatic matching is performed, but a drop-down menu arrow next to the button permits manual matching and matching with a new record. Manual matching takes place within a pop-up window that lets the user seach for the record that they want to match with

	==R2: Address Book==		==R2: Address Book==
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	==R3: Message Composition==		==R3: Message Composition==
	[[Image:Compose-mockup.png\|thumb\|right\|300px\|Mock-up of the compose window showing records that can be contacted]]		[[Image:Compose-mockup.png\|thumb\|right\|300px\|Mock-up of the compose window showing records that can be contacted]]
	*R3.1: Associate an email with an entity and/or send a mass mailing by using the appropriate records from the Salesforce.com address book		*R3.1 <font color="#006600">'''Dreamforce'''</font>: Associate an email with an entity and/or send a mass mailing by using the appropriate records from the Salesforce.com address book
	**When the message is sent, the associations are managed automatically		**When the message is sent, the associations are managed automatically
	**Mail merge might be added, though it needs more thought		**Mail merge might be added, though it needs more thought
	*R3.2: If no Salesforce.com record information exists in To, From, Bcc, etc, it's automatically matched to the appropriate lead, contact, person, or user on replies and forwards when the message window is opened		*R3.2 <font color="#006600">'''Dreamforce'''</font>: If no Salesforce.com record information exists in To, From, Bcc, etc, it's automatically matched to the appropriate lead, contact, person, or user on replies and forwards when the message window is opened
	**This can happen if a user sends a message directly to the user's non-Salesforce.com inbox, and no filter rule automatically created a Salesforce.com record for that message		**This can happen if a user sends a message directly to the user's non-Salesforce.com inbox, and no filter rule automatically created a Salesforce.com record for that message
	*R3.3 <font color="#006600">'''Dreamforce'''</font>: Automatic lookup of a Salesforce.com entity when typing a name in To, From, Bcc, etc		*R3.3 <font color="#006600">'''Dreamforce'''</font>: Automatic lookup of a Salesforce.com entity when typing a name in To, From, Bcc, etc
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	**Documents that live on other servers via the URL field will be supported, too, as a result of Thunderbird being built on top of the Mozilla platform		**Documents that live on other servers via the URL field will be supported, too, as a result of Thunderbird being built on top of the Mozilla platform
	*R3.6: The message signature file can exist on Salesforce.com; it does not have to be a local file, but can be		*R3.6: The message signature file can exist on Salesforce.com; it does not have to be a local file, but can be
	*R3.7: The address book sidebar can contain the Salesforce.com records that were recently viewed when no search criteria exists. Note that it might not be possible to get this information using the API, so it might have to get it from either screen-scraping or a local database of records that were viewed directly in Thunderforce		*R3.7 <font color="#006600">'''Dreamforce'''</font>: The address book sidebar can contain the Salesforce.com records that were recently viewed when no search criteria exists. Note that it might not be possible to get this information using the API, so it might have to get it from either screen-scraping or a local database of records that were viewed directly in Thunderforce

	==R4: Message Filters==		==R4: Message Filters==

← Older revision		Revision as of 02:58, 28 August 2007
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	[[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]		[[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]
	Present Salesforce.com as a Thunderbird account type		Present Salesforce.com as a Thunderbird account type
	*R1.1 '''(80% done; needs documentation)''': Account creation wizard tie-in		*R1.1 <font color="#006600">'''Dreamforce'''</font> '''(80% done; needs documentation)''': Account creation wizard tie-in
	**[[Configuration keys\|Configuration]] will be kept to a minimum		**[[Configuration keys\|Configuration]] will be kept to a minimum
	**Possibly support storing Thunderforce configuration elements in an "ini" file in the user's documents and sync with the local Thunderforce configuration in the user's Thunderbird profile for easy multi-computer use?		**Possibly support storing Thunderforce configuration elements in an "ini" file in the user's documents and sync with the local Thunderforce configuration in the user's Thunderbird profile for easy multi-computer use?
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	*R1.12: [http://www.eyrich-net.org/mozilla/X-Mozilla-Status.html?en Message flags] are preserved with messages in Salesforce.com views and folders, including read/not-read, tag, replied/not-replied, and others with the X-Mozilla-Status and X-Mozilla-Status2 message headers		*R1.12: [http://www.eyrich-net.org/mozilla/X-Mozilla-Status.html?en Message flags] are preserved with messages in Salesforce.com views and folders, including read/not-read, tag, replied/not-replied, and others with the X-Mozilla-Status and X-Mozilla-Status2 message headers
	*R1.13: Escalated cases can automatically set a Thunderforce tag on a message, such as "Important"		*R1.13: Escalated cases can automatically set a Thunderforce tag on a message, such as "Important"
	*R1.14: Optional columns in all email views, which grab their Salesforce.com IDs from the X-Salesforce-Id message header. These will also exist in other folder views, including IMAP and POP account folders		*R1.14 <font color="#006600">'''Dreamforce'''</font>: Optional columns in all email views, which grab their Salesforce.com IDs from the X-Salesforce-Id message header. These will also exist in other folder views, including IMAP and POP account folders
	**Matched Record: The name of the record that the email is matched with		**Matched Record: The name of the record that the email is matched with
	**Matched Type: The type of record that the email is matched with		**Matched Type: The type of record that the email is matched with
	**Matched Id: The Salesforce.com ID of the record that the email is matched with		**Matched Id: The Salesforce.com ID of the record that the email is matched with
	*R1.15: Toolbar buttons for matching and unmatching an email message with a Salesforce.com record		*R1.15 <font color="#006600">'''Dreamforce'''</font>: Toolbar buttons for matching and unmatching an email message with a Salesforce.com record
	**R1.15.1: By default, automatic matching is performed, but a drop-down menu arrow next to the button permits manual matching and matching with a new record. Manual matching takes place within a pop-up window showing the Salesforce.com user interface and injected "Match and Move Email Message," "Match and Copy Email Message," and "Match Email Message" buttons on eligible records, depending on access permissions and Thunderforce preferences		**R1.15.1: By default, automatic matching is performed, but a drop-down menu arrow next to the button permits manual matching and matching with a new record. Manual matching takes place within a pop-up window showing the Salesforce.com user interface and injected "Match and Move Email Message," "Match and Copy Email Message," and "Match Email Message" buttons on eligible records, depending on access permissions and Thunderforce preferences

	==R2: Address Book==		==R2: Address Book==
	Present Salesforce.com as a Thunderbird address book data source for each Salesforce.com account		Present Salesforce.com as a Thunderbird address book data source for each Salesforce.com account
	*R2.1: Support the following entities in the address book as cards. By default, all are on. Only those that the user has access to will show up		*R2.1 <font color="#006600">'''Dreamforce'''</font>: Support the following entities in the address book as cards. By default, all are on. Only those that the user has access to will show up
	**Contacts, Leads, People (person accounts), Campaigns (not a list because that could potentially create a huge list), Users		**Contacts, Leads, People (person accounts), Campaigns (not a list because that could potentially create a huge list), Users
	*R2.2: Support the following entities in the address book as lists. These can be enabled or disabled in the configuration. By default, all are on. Only those that the user has access to will show up		*R2.2 <font color="#006600">'''Dreamforce'''</font>: Support the following entities in the address book as lists. These can be enabled or disabled in the configuration. By default, all are on. Only those that the user has access to will show up
	**Accounts, Cases, Opportunities, Contracts, Roles, Profiles, Solutions, Products, Custom Records		**Accounts, Cases, Opportunities, Contracts, Roles, Profiles, Solutions, Products, Custom Records
	*R2.3: Use the icons from the tabs for the entities, permitting alternative entity icons to propagate to Thunderforce		*R2.3 <font color="#006600">'''Dreamforce'''</font>: Use the icons from the tabs for the entities, permitting alternative entity icons to propagate to Thunderforce
	*R2.4: Show additional columns in the address book list for Salesforce.com		*R2.4 <font color="#006600">'''Dreamforce'''</font>: Show additional columns in the address book list for Salesforce.com
	**Type (the entity type), Account (might reuse/rename the "Organization" column for this), Role (might use the "Title" column), Profile, and, possibly, anything that the user wants to add (perhaps set up in the configuration?)		**Type (the entity type), Account (might reuse/rename the "Organization" column for this), Role (might use the "Title" column), Profile, and, possibly, anything that the user wants to add (perhaps set up in the configuration?)
	*R2.5: Add "Salesforce.com Account:" and an account drop-down box into Thunderbird's "Address Autocompletion" preferences after "Directory Server" and enable by default. This is both for global and for the Salesforce account preferences		*R2.5: Add "Salesforce.com Account:" and an account drop-down box into Thunderbird's "Address Autocompletion" preferences after "Directory Server" and enable by default. This is both for global and for the Salesforce account preferences
	*R2.6: Editing an entity brings up that record in a pop-up window using the Salesforce.com web-based user interface. After saving the record, the window is closed automatically using injected JavaScript code. A "Cancel" button is injected into the page to close the window without saving changes when clicked on. Saving the changes to an entity in this manner causes the Thunderforce cache to fetch the new values for that record immediately		*R2.6 <font color="#006600">'''Dreamforce'''</font>: Editing an entity brings up that record in a pop-up window using the Salesforce.com web-based user interface

	==R3: Message Composition==		==R3: Message Composition==
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	*R3.2: If no Salesforce.com record information exists in To, From, Bcc, etc, it's automatically matched to the appropriate lead, contact, person, or user on replies and forwards when the message window is opened		*R3.2: If no Salesforce.com record information exists in To, From, Bcc, etc, it's automatically matched to the appropriate lead, contact, person, or user on replies and forwards when the message window is opened
	**This can happen if a user sends a message directly to the user's non-Salesforce.com inbox, and no filter rule automatically created a Salesforce.com record for that message		**This can happen if a user sends a message directly to the user's non-Salesforce.com inbox, and no filter rule automatically created a Salesforce.com record for that message
	*R3.3: Automatic lookup of a Salesforce.com entity when typing a name in To, From, Bcc, etc		*R3.3 <font color="#006600">'''Dreamforce'''</font>: Automatic lookup of a Salesforce.com entity when typing a name in To, From, Bcc, etc
	**This is accomplished with Thunderbird's address autocompletion		**This is accomplished with Thunderbird's address autocompletion
	**Limits the query rate to once every three seconds and at least one second after the last character was typed		**Limits the query rate to once every three seconds and at least one second after the last character was typed