Use cases: Difference between revisions
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<pre>Under development</pre> | <pre>Under development</pre> | ||
==User creates a Thunderbird account for Salesforce.com== | ==UC1: Account Type== | ||
===UC1.1: User creates a Thunderbird account for Salesforce.com=== | |||
*Description: | *Description: | ||
*Trigger: | *Trigger: | ||
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*Requirement: | *Requirement: | ||
===UC1.2: User edits a Thunderbird account for Salesforce.com=== | |||
==User edits a Thunderbird account for Salesforce.com== | |||
*Entity type selection for folders, address book items, and autocompletion | *Entity type selection for folders, address book items, and autocompletion | ||
**Default record types? | **Default record types? | ||
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**On Salesforce.com | **On Salesforce.com | ||
==User opens a Salesforce.com Thunderbird account== | ===UC1.3: User opens a Salesforce.com Thunderbird account=== | ||
*Either through opening Thunderbird with an existing Salesforce.com account or creating a Salesforce.com account | *Either through opening Thunderbird with an existing Salesforce.com account or creating a Salesforce.com account | ||
*Cache the icons from Salesforce.com | *Cache the icons from Salesforce.com | ||
==User clicks on the root Salesforce.com folder== | ===UC1.4: User clicks on the root Salesforce.com folder=== | ||
==User clicks on a Salesforce.com entity folder== | ===UC1.5: User clicks on a Salesforce.com entity folder=== | ||
==User clicks on a record type subfolder of a Salesforce.com entity folder== | ===UC1.6: User clicks on a record type subfolder of a Salesforce.com entity folder=== | ||
==User clicks on the Templates folder in a Salesforce.com Thunderbird account== | ===UC1.7: User clicks on the Templates folder in a Salesforce.com Thunderbird account=== | ||
==User moves or copies an email message to a Salesforce.com entity folder that supports EmailMessage== | ===UC1.8: User moves or copies an email message to a Salesforce.com entity folder that supports EmailMessage=== | ||
==User moves or copies an email message to a Salesforce.com entity folder that does not support EmailMessage== | ===UC1.9: User moves or copies an email message to a Salesforce.com entity folder that does not support EmailMessage=== | ||
==User moves or copies an email message from a Salesforce.com folder to another Salesforce.com folder== | ===UC1.10: User moves or copies an email message from a Salesforce.com folder to another Salesforce.com folder=== | ||
*EmailMessage in source versus destination | *EmailMessage in source versus destination | ||
==User moves or copies an email message from a Salesforce.com folder to a non-Salesforce.com folder= | ===UC1.11: User moves or copies an email message from a Salesforce.com folder to a non-Salesforce.com folder=== | ||
==User clicks on the Drafts folder in a Salesforce.com Thunderbird account== | ===UC1.12: User clicks on the Drafts folder in a Salesforce.com Thunderbird account=== | ||
==User clicks on the Documents folder in a Salesforce.com Thunderbird account== | ===UC1.13: User clicks on the Documents folder in a Salesforce.com Thunderbird account=== | ||
==User clicks on a Documents subfolder in a Salesforce.com Thunderbird account== | ===UC1.14: User clicks on a Documents subfolder in a Salesforce.com Thunderbird account=== | ||
==User sends an email message using a Salesforce.com Thunderbird account== | ===UC1.15: User sends an email message using a Salesforce.com Thunderbird account=== | ||
*Use Salesforce.com for mail to contacts, leads, and users | *Use Salesforce.com for mail to contacts, leads, and users | ||
*Use default outgoing server for other mail | *Use default outgoing server for other mail | ||
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*Dispatch message to the message's matched entity objects | *Dispatch message to the message's matched entity objects | ||
==User changes a message flag on an email message in a Salesforce.com folder== | ===UC1.16: User changes a message flag on an email message in a Salesforce.com folder=== | ||
==Salesforce.com escalates a case that the user has access to== | ===UC1.17: Salesforce.com escalates a case that the user has access to=== | ||
==User views the matched columns in any Thunderbird folder== | ===UC1.18: User views the matched columns in any Thunderbird folder=== | ||
*Matched Record, Matched Type, Matched Id | *Matched Record, Matched Type, Matched Id | ||
==User clicks on the match button on an email message in a non-Salesforce.com folder== | ===UC1.19: User clicks on the match button on an email message in a non-Salesforce.com folder=== | ||
==User clicks on the manual match menu item within the match button on an email message in a non-Salesforce.com folder== | ===UC1.20: User clicks on the manual match menu item within the match button on an email message in a non-Salesforce.com folder=== | ||
==User clicks on the unmatch button on an email message in a non-Salesforce.com folder== | ===UC1.21: User clicks on the unmatch button on an email message in a non-Salesforce.com folder=== | ||
==User clicks on the match button on an email message in a Salesforce.com folder== | ===UC1.22: User clicks on the match button on an email message in a Salesforce.com folder=== | ||
==User clicks on the manual match menu item within the match button on an email message in a Salesforce.com folder== | ===UC1.23: User clicks on the manual match menu item within the match button on an email message in a Salesforce.com folder=== | ||
==User clicks on the unmatch button on an email message in a Salesforce.com folder== | ===UC1.24: User clicks on the unmatch button on an email message in a Salesforce.com folder=== | ||
*Is this a valid use case? | *Is this a valid use case? | ||
==User opens the address book view== | ==UC2: Address Book== | ||
===UC2.1: User opens the address book view=== | |||
*Cache entity icons | *Cache entity icons | ||
==User clicks on a Salesforce.com address book account== | ===UC2.2: User clicks on a Salesforce.com address book account=== | ||
*In either the address book window or in the contacts sidebar | *In either the address book window or in the contacts sidebar | ||
*Replacing the new card and new list buttons with new entity buttons in the address book window | *Replacing the new card and new list buttons with new entity buttons in the address book window | ||
*Get the recently-viewed entity objects (either in Thunderforce or, if possible, Salesforce.com) | *Get the recently-viewed entity objects (either in Thunderforce or, if possible, Salesforce.com) | ||
==User selects an item in a Salesforce.com address book== | ===UC2.3: User selects an item in a Salesforce.com address book=== | ||
==User clicks on a new entity button in a Salesforce.com address book== | ===UC2.4: User clicks on a new entity button in a Salesforce.com address book=== | ||
==User clicks on the properties button on an item in a Salesforce.com address book== | ===UC2.5: User clicks on the properties button on an item in a Salesforce.com address book=== | ||
==User clicks on the write button on an item in a Salesforce.com address book== | ===UC2.6: User clicks on the write button on an item in a Salesforce.com address book=== | ||
==User clicks on the delete button on an item in a Salesforce.com address book== | ===UC2.7: User clicks on the delete button on an item in a Salesforce.com address book=== | ||
==User searches for a contact in a Salesforce.com address book== | ===UC2.8: User searches for a contact in a Salesforce.com address book=== | ||
*Either in the address book or the address book sidebar | *Either in the address book or the address book sidebar | ||
==User views the addressing tab in Thunderbird's composition configuration== | ===UC2.9: User views the addressing tab in Thunderbird's composition configuration=== | ||
*Autocompletion using Salesforce.com | *Autocompletion using Salesforce.com | ||
== | ==UC3: Message Composition== | ||
==User clicks on the unmatch button next to a Salesforce.com object in the message destination in the message composition== | ===UC3.1: User clicks on the unmatch button next to a Salesforce.com object in the message destination in the message composition=== | ||
*Causes Thunderbird to send the email without saving it in the matched object's Salesforce.com record | *Causes Thunderbird to send the email without saving it in the matched object's Salesforce.com record | ||
==User adds a contact to an email message using the contacts sidebar== | ===UC3.2: User adds a contact to an email message using the contacts sidebar=== | ||
==User opens an existing email message for reply, forwarding, resending, or another purpose== | ===UC3.3: User opens an existing email message for reply, forwarding, resending, or another purpose=== | ||
*Match Salesforce.com entity objects if not done already | *Match Salesforce.com entity objects if not done already | ||
*Load signature from proper place | *Load signature from proper place | ||
==User types an email address into a destination field in the message composition window== | ===UC3.4: User types an email address into a destination field in the message composition window=== | ||
*Match with a Salesforce.com entity object | *Match with a Salesforce.com entity object | ||
==User clicks on a the new entity drop-down button and selects the entity type to create in message composition== | ===UC3.5: User clicks on a the new entity drop-down button and selects the entity type to create in message composition=== | ||
==User clicks on the attach drop-down menu and selects Salesforce.com document in message composition== | ===UC3.6: User clicks on the attach drop-down menu and selects Salesforce.com document in message composition=== | ||
==User clicks on the attach drop-down menu and selects Salesforce.com email message in message composition== | ===UC3.7: User clicks on the attach drop-down menu and selects Salesforce.com email message in message composition=== | ||
==User creates a new message in a Salesforce.com Thunderbird account== | ===UC3.8: User creates a new message in a Salesforce.com Thunderbird account=== | ||
*Load signature from proper place | *Load signature from proper place | ||
===UC3.9: User saves a Salesforce.com Thunderbird account message as a draft=== | |||
===UC3.10: User sends a mass mailing using mail merge=== | |||
==UC4: Message Filters== | |||
<pre>Message filter use cases on their way...</pre> | <pre>Message filter use cases on their way...</pre> | ||
==UC5: Offline Mode== | |||
<pre>Offline mode use cases on their way...</pre> | <pre>Offline mode use cases on their way...</pre> | ||
Revision as of 17:10, 14 May 2007
This page contains the initial use cases in Thunderforce.
Under development
UC1: Account Type
UC1.1: User creates a Thunderbird account for Salesforce.com
- Description:
- Trigger:
- Precondition:
- Actors:
- Flow of events:
- Postcondition:
- Priority:
- Requirement:
UC1.2: User edits a Thunderbird account for Salesforce.com
- Entity type selection for folders, address book items, and autocompletion
- Default record types?
- Fields to show in the views for each entity type? (or allow all, possibly making the list large for some entities?)
- Select which document folders to view (subscribe?)
- Username, password, URL
- Default SMTP server for non-contact/lead/user email
- Case escalation notification
- Account name (default to Salesforce.com for the first account?)
- Columns for the address book
- Email signature
- Local
- On Salesforce.com
UC1.3: User opens a Salesforce.com Thunderbird account
- Either through opening Thunderbird with an existing Salesforce.com account or creating a Salesforce.com account
- Cache the icons from Salesforce.com
UC1.4: User clicks on the root Salesforce.com folder
UC1.5: User clicks on a Salesforce.com entity folder
UC1.6: User clicks on a record type subfolder of a Salesforce.com entity folder
UC1.7: User clicks on the Templates folder in a Salesforce.com Thunderbird account
UC1.8: User moves or copies an email message to a Salesforce.com entity folder that supports EmailMessage
UC1.9: User moves or copies an email message to a Salesforce.com entity folder that does not support EmailMessage
UC1.10: User moves or copies an email message from a Salesforce.com folder to another Salesforce.com folder
- EmailMessage in source versus destination
UC1.11: User moves or copies an email message from a Salesforce.com folder to a non-Salesforce.com folder
UC1.12: User clicks on the Drafts folder in a Salesforce.com Thunderbird account
UC1.13: User clicks on the Documents folder in a Salesforce.com Thunderbird account
UC1.14: User clicks on a Documents subfolder in a Salesforce.com Thunderbird account
UC1.15: User sends an email message using a Salesforce.com Thunderbird account
- Use Salesforce.com for mail to contacts, leads, and users
- Use default outgoing server for other mail
- Include attachments
- Dispatch message to the message's matched entity objects
UC1.16: User changes a message flag on an email message in a Salesforce.com folder
UC1.17: Salesforce.com escalates a case that the user has access to
UC1.18: User views the matched columns in any Thunderbird folder
- Matched Record, Matched Type, Matched Id
UC1.19: User clicks on the match button on an email message in a non-Salesforce.com folder
UC1.21: User clicks on the unmatch button on an email message in a non-Salesforce.com folder
UC1.22: User clicks on the match button on an email message in a Salesforce.com folder
UC1.24: User clicks on the unmatch button on an email message in a Salesforce.com folder
- Is this a valid use case?
UC2: Address Book
UC2.1: User opens the address book view
- Cache entity icons
UC2.2: User clicks on a Salesforce.com address book account
- In either the address book window or in the contacts sidebar
- Replacing the new card and new list buttons with new entity buttons in the address book window
- Get the recently-viewed entity objects (either in Thunderforce or, if possible, Salesforce.com)
UC2.3: User selects an item in a Salesforce.com address book
UC2.4: User clicks on a new entity button in a Salesforce.com address book
UC2.5: User clicks on the properties button on an item in a Salesforce.com address book
UC2.6: User clicks on the write button on an item in a Salesforce.com address book
UC2.7: User clicks on the delete button on an item in a Salesforce.com address book
UC2.8: User searches for a contact in a Salesforce.com address book
- Either in the address book or the address book sidebar
UC2.9: User views the addressing tab in Thunderbird's composition configuration
- Autocompletion using Salesforce.com
UC3: Message Composition
UC3.1: User clicks on the unmatch button next to a Salesforce.com object in the message destination in the message composition
- Causes Thunderbird to send the email without saving it in the matched object's Salesforce.com record
UC3.2: User adds a contact to an email message using the contacts sidebar
UC3.3: User opens an existing email message for reply, forwarding, resending, or another purpose
- Match Salesforce.com entity objects if not done already
- Load signature from proper place
UC3.4: User types an email address into a destination field in the message composition window
- Match with a Salesforce.com entity object
UC3.5: User clicks on a the new entity drop-down button and selects the entity type to create in message composition
UC3.8: User creates a new message in a Salesforce.com Thunderbird account
- Load signature from proper place
UC3.9: User saves a Salesforce.com Thunderbird account message as a draft
UC3.10: User sends a mass mailing using mail merge
UC4: Message Filters
Message filter use cases on their way...
UC5: Offline Mode
Offline mode use cases on their way...