From Setup to Success — All in One Place

Peeklogic Azure DevOps App Setup

Let’s move on to configuring Connector.

In the App Launcher, find and open the Peeklogic Azure DevOps app.
Once inside, navigate to the Peeklogic Setup tab.

Setup Connection

In “Setup Connection”, we configure our connection to Azure.

• Name of Connection
• AzureDevops Named Credentials
• VSSPS Named Credentials
• Visualstudio Named Credentials
• Salesforce Named Credentials
• Is Active: To activate our Connection
• Is Default: Makes it default.

How it’s used later:

• The selected instance determines the Named Credentials used by setup screens (org/project discovery) and by runtime components (link/search/view/edit work items).

Setup Organizations

• Select your connection
• Select project
• Activate
• In Setup Organizations, select the Azure DevOps organization(s) that your Salesforce users will work with in the connector.
  • Activate the organization you want to use in Salesforce.
  • Only activated organizations will be available when you add projects and work with work items.

Add New Project

• Click New Project, then select the Azure DevOps Project that Salesforce users will work with as part of the Azure DevOps–Salesforce integration.
  • Click New Project
  • Select Project
  • Click Config
  • Select the Work Item Types you want to use in Salesforce (create/view/update)
  • Click Configure Selected Items

Note: Default and required fields are selected automatically. You can add any additional fields you want to use in Salesforce.

Project Settings

In Project Settings, you configure the selected project by choosing the work item types and the fields that will be used in Salesforce.

• • Select Project

• Select Project

• Click on the drop-down menu. 
• Select Edit.

Here you can add your fields and save them.

Note: This integration also includes Automate Integration and Manual Create sub-tabs. These are covered later.

Related Work Item Layouts

This section configures how the Azure Work Items component looks on a Salesforce record page

1. Click New Layout.
2. Enter a Name for the layout.
3. Select the Object for which this layout will apply.
4. Select Table Columns – these fields will be shown in the related records table view.
5. Select Fields for Work Item View – these fields will be displayed when viewing a record’s details.
6. Select Search Component Columns View – these fields will appear in the results table of the Search Component.
7. Select The Columns For The Search Component When You Click The View button.

Report

The Reports tab helps you view and manage the connections between your Salesforce data and Azure DevOps work items. This feature is designed to make it easy for you to see which Salesforce records are linked to Azure DevOps, and to configure these connections as needed.

What Can You Do in the Reports Tab?

• See Existing Connections:

View all the fields that are currently set up to link Salesforce records to Azure DevOps work items.

• Configure New Connections:

(If enabled) Set up new links between Salesforce objects and Azure DevOps work items, so your data stays in sync.

• Choose Which Objects to Link:

Select from a list of available Salesforce objects (like Accounts, Opportunities, or custom objects) that you want to connect with Azure DevOps.

• Automatic Linking of Existing Records:

When you add a new connection (for example, you start linking Cases to Azure DevOps), all existing records that were previously connected to Azure DevOps will be automatically updated. This means that if you had Azure DevOps items linked to Cases before, but Cases were not included in the Reports tab, once you add Cases, those existing links will appear and be managed automatically.

How to Use the Reports Tab

1. Open the Reports Tab:

Navigate to the Reports tab in your Salesforce Peeklogic Azure Devops app.

2. Select an Object:

Use the dropdown menu to pick the Salesforce object you want to work with. The list shows all objects that can be linked to Azure DevOps. (For example, Account)

3. Create a New Connection:

You can create a new link by clicking the “Create Lookup” button.

The page will display helpful messages regarding your action status, including confirmations of success and any errors that may occur.

4. View Lookup Fields:

After selecting an object, you’ll see a list of fields that are already set up to connect to Azure DevOps.

Tips

• If you don’t see the object you’re looking for, it might not be available for linking, or you may not have access.
  

Now, you could just configure Salesforce using standard Salesforce reporting capabilities.

Support

This is a form for feedback to our developers.