Requirements elicitation - Revision history

Stevenlawrance at 13:53, 9 May 2007

2007-05-09T13:53:37Z

← Older revision		Revision as of 13:53, 9 May 2007
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	This page contains the results of the requirements elicitation process.		This page contains the results of the requirements elicitation process.

	==Requirements==		==Requirements Brainstorming==
	#Capturing incoming email from contacts and leads into Salesforce, including cases		#Capturing incoming email from contacts and leads into Salesforce, including cases
	#Saving outgoing email to contacts and leads into Salesforce, including cases		#Saving outgoing email to contacts and leads into Salesforce, including cases
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	#Add emails to SFC directly from the mail app		#Add emails to SFC directly from the mail app
	#Calendar sync		#Calendar sync

			==Distilled Requirements==
			The [[Requirements\|detailed requirements]] are listed on another page. The high-level requirements are listed below:
			*[[Features#R1: Account Type\|R1: Account Type]]
			*[[Features#R2: Address Book\|R2: Address Book]]
			*[[Features#R3: Message Composition\|R3: Message Composition]]
			*[[Features#R4: Message Filters\|R4: Message Filters]]
			*[[Features#R5: Offline Mode\|R5: Offline Mode]]

Stevenlawrance at 05:57, 29 April 2007

2007-04-29T05:57:58Z

← Older revision		Revision as of 05:57, 29 April 2007
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	==IdeaExchange==		==IdeaExchange==
	Below are the features gathered from IdeaExchange. These will be refined and consolidated soon..		Below are the features gathered from IdeaExchange. These will be refined and consolidated soon.. The [http://ideas.salesforce.com/article/show/23535 original discussion] exists on IdeaExchange.
	#Allow users to communicate via the familiar Thunderbird interface		#Allow users to communicate via the familiar Thunderbird interface
	#Embed Salesforce right into Thunderbird (?)		#Embed Salesforce right into Thunderbird (?)
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	#Add emails to SFC directly from the mail app		#Add emails to SFC directly from the mail app
	#Calendar sync		#Calendar sync

	~~==IdeaExchange==~~
	~~The [http://ideas.salesforce.com/article/show/23535 original discussion] exists on IdeaExchange.~~

Stevenlawrance at 05:57, 29 April 2007

2007-04-29T05:57:33Z

@@ Line 1: / Line 1: @@
 This page contains the results of the requirements elicitation process.
-==Features==
+==Requirements==
 #Capturing incoming email from contacts and leads into Salesforce, including cases
 #Saving outgoing email to contacts and leads into Salesforce, including cases
@@ Line 38: / Line 13: @@
 #''More brainstorming needed...''
-Below are the features gathered from IdeaForce. These will be refined and consolidated soon..
+==IdeaExchange==
 #Allow users to communicate via the familiar Thunderbird interface
 #Embed Salesforce right into Thunderbird (?)

Stevenlawrance: /* Features */

2007-04-29T05:45:53Z

Features

← Older revision		Revision as of 05:45, 29 April 2007
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	==Features==		==Features==
	The following lists the present set of features for Thunderforce:		The following lists the present set of features for Thunderforce:
	#Present Salesforce.com as a Thunderbird account type		#Present Salesforce.com as a Thunderbird account type [[Image:Main-window-mockup.png\|thumb\|right\|300px\|Mock-up of the main window showing Salesforce.com folders that can contain email attachments]]
	#*Account creation wizard tie-in		#*Account creation wizard tie-in
	#*Account properties page for Salesforce.com accounts		#*Account properties page for Salesforce.com accounts
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	#*Support address autocompletion using one Salesforce.com account, though limit the query rate to once every three seconds and at least one second after the last character was typed		#*Support address autocompletion using one Salesforce.com account, though limit the query rate to once every three seconds and at least one second after the last character was typed
	#*Using a Salesforce.com address book entry will automatically associate an outgoing message with the associated entity. If a contact or individual, however, the user is asked if the email should be associated with the contact/individual, their account (contact), a contract, an opportunity, a case, or some other object		#*Using a Salesforce.com address book entry will automatically associate an outgoing message with the associated entity. If a contact or individual, however, the user is asked if the email should be associated with the contact/individual, their account (contact), a contract, an opportunity, a case, or some other object
	#Add Salesforce.com convenience buttons to the message composition screen [[Image:Compose-mockup.png\|thumb\|right\|300px\|Mock-up of the Compose window]]		#Add Salesforce.com convenience buttons to the message composition screen [[Image:Compose-mockup.png\|thumb\|right\|300px\|Mock-up of the Compose window showing objects that can be contacted]]
	#''more to be written up...''		#''more to be written up...''

Stevenlawrance: /* Features */

2007-04-29T05:18:51Z

Features

← Older revision		Revision as of 05:18, 29 April 2007
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	#*Support address autocompletion using one Salesforce.com account, though limit the query rate to once every three seconds and at least one second after the last character was typed		#*Support address autocompletion using one Salesforce.com account, though limit the query rate to once every three seconds and at least one second after the last character was typed
	#*Using a Salesforce.com address book entry will automatically associate an outgoing message with the associated entity. If a contact or individual, however, the user is asked if the email should be associated with the contact/individual, their account (contact), a contract, an opportunity, a case, or some other object		#*Using a Salesforce.com address book entry will automatically associate an outgoing message with the associated entity. If a contact or individual, however, the user is asked if the email should be associated with the contact/individual, their account (contact), a contract, an opportunity, a case, or some other object
	#Add Salesforce.com convenience buttons to the message composition screen		#Add Salesforce.com convenience buttons to the message composition screen [[Image:Compose-mockup.png\|thumb\|right\|300px\|Mock-up of the Compose window]]
	#''more to be written up...''		#''more to be written up...''

Stevenlawrance: /* Features */

2007-04-29T04:16:19Z

Features

← Older revision		Revision as of 04:16, 29 April 2007
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	#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
	#*Support the following objects in an account's address book as cards. By default, all are on. Only those that the user has access to will show up		#*Support the following objects in an account's address book as cards. By default, all are on. Only those that the user has access to will show up
	#**Contacts, Leads, ~~Individuals~~ (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
	#*Support the following objects in an account's 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		#*Support the following objects in an account's 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, Opportunities, Contracts, Roles, Profiles		#**Accounts, Cases, Opportunities, Contracts, Roles, Profiles, Solutions, Products, Custom Objects
	#*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		#*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
	#*Support address autocompletion using one Salesforce.com account, though limit the query rate to once every three seconds and at least one second after the last character was typed		#*Support address autocompletion using one Salesforce.com account, though limit the query rate to once every three seconds and at least one second after the last character was typed

Stevenlawrance: /* Features */

2007-04-29T03:52:20Z

Features

← Older revision		Revision as of 03:52, 29 April 2007
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	#*Folder views for each entity type that supports email attachments		#*Folder views for each entity type that supports email attachments
	#**Entity types, whose presences can be toggled in the account properties (only those that the user has access to can be shown)		#**Entity types, whose presences can be toggled in the account properties (only those that the user has access to can be shown)
	#***Accounts~~, Assets~~, Campaigns, Cases~~, Contracts~~, Opportunities, Solutions, Products, Custom Objects		#***Accounts, Campaigns, Cases, Opportunities, Solutions, Products, Custom Objects
	#**Matches emails to their entity rows automatically, prompting the user on a case-by-case basis for emails that could not be matched by using the Salesforce.com application within a window. Entity columns are eligible to be shown as columns in each entity type's folder. Important columns for each entity type are shown by default		#**Matches emails to their entity rows automatically, prompting the user on a case-by-case basis for emails that could not be matched by using the Salesforce.com application within a window. Entity columns are eligible to be shown as columns in each entity type's folder. Important columns for each entity type are shown by default
	#**A special "Add New" parent folder contains the entity types underneath it to permit unprompted adding of all email sent to the child folders as new entity rows without matching. The contents of those folders only list new entity rows added by the user in the current session		#**A special "Add New" parent folder contains the entity types underneath it to permit unprompted adding of all email sent to the child folders as new entity rows without matching. The contents of those folders only list new entity rows added by the user in the current session

Stevenlawrance: /* Features */

2007-04-28T05:32:19Z

Features

← Older revision		Revision as of 05:32, 28 April 2007
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	#**Matches emails to their entity rows automatically, prompting the user on a case-by-case basis for emails that could not be matched by using the Salesforce.com application within a window. Entity columns are eligible to be shown as columns in each entity type's folder. Important columns for each entity type are shown by default		#**Matches emails to their entity rows automatically, prompting the user on a case-by-case basis for emails that could not be matched by using the Salesforce.com application within a window. Entity columns are eligible to be shown as columns in each entity type's folder. Important columns for each entity type are shown by default
	#**A special "Add New" parent folder contains the entity types underneath it to permit unprompted adding of all email sent to the child folders as new entity rows without matching. The contents of those folders only list new entity rows added by the user in the current session		#**A special "Add New" parent folder contains the entity types underneath it to permit unprompted adding of all email sent to the child folders as new entity rows without matching. The contents of those folders only list new entity rows added by the user in the current session
	#*Special "All Email" folder view that lists all email that the user can see in Salesforce.com along with the entity type, entity name/ID, and contact/lead name/ID as columns		#**Special "All Email" folder view that lists all email that the user can see in Salesforce.com along with the entity type, entity name/ID, and contact/lead name/ID as columns
	#*Email template folders		#**Email template folders
			#*Add each Salesforce.com account as an outgoing mail server
			#*For the "outgoing server" field in the account settings, permit the user to select any server, but default to Salesforce.com
	#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
	#*Support the following objects in an account's address book as cards. By default, all are on. Only those that the user has access to will show up		#*Support the following objects in an account's address book as cards. By default, all are on. Only those that the user has access to will show up
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	#*Support the following objects in an account's 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		#*Support the following objects in an account's 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, Opportunities, Contracts, Roles, Profiles		#**Accounts, Opportunities, Contracts, Roles, Profiles
	#*Add "Salesforce.com Account:" and an account drop-down box into Thunderbird's "Address Autocompletion" preferences after "Directory Server" and enable by default		#*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
	#*Support address autocompletion using one Salesforce.com account, though limit the query rate to once every ~~two~~ seconds and at least one second after the last character was typed		#*Support address autocompletion using one Salesforce.com account, though limit the query rate to once every three seconds and at least one second after the last character was typed
			#*Using a Salesforce.com address book entry will automatically associate an outgoing message with the associated entity. If a contact or individual, however, the user is asked if the email should be associated with the contact/individual, their account (contact), a contract, an opportunity, a case, or some other object
			#Add Salesforce.com convenience buttons to the message composition screen
			#''more to be written up...''

	Present features:		Present features:

Stevenlawrance: /* Features */

2007-04-28T05:01:55Z

Features

@@ Line 2: / Line 2: @@
 ==Features==
 Present features:
 #Capturing incoming email from contacts and leads into Salesforce, including cases

Stevenlawrance: /* Features */

2007-04-28T00:56:21Z

Features

← Older revision		Revision as of 00:56, 28 April 2007
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	==Features==		==Features==
	Present features:		Present features:
	#Capturing incoming email from contacts and leads into Salesforce		#Capturing incoming email from contacts and leads into Salesforce, including cases
	#Saving outgoing email to contacts and leads into Salesforce		#Saving outgoing email to contacts and leads into Salesforce, including cases
	#Saving already-sent email into Salesforce if not already there, such as from Sent Items		#Saving already-sent email into Salesforce if not already there, such as from Sent Items
	#View and edit Salesforce.com contacts and leads in the address book		#View and edit Salesforce.com contacts and leads in the address book