DreamTeam Administrator's Reference

DreamTeam Salesforce.com Integration

By being 100% built on the AppExchange platform, DreamTeam makes creating project tasks as simple and familiar as creating a Salesforce.com Activity. Team Project Management becomes a natural extension to the Salesforce.com experience.

To facilitate DreamTeam capabilities and the seamless user experience, DreamTeam is tightly integrated with salesforce.com. It is important to understand both the integration points between DreamTeam and standard salesforce.com entities and the underlying custom components that allow DreamTeam to function.

Salesforce.com Integration Points

DreamTeam has a number of integration points with salesforce.com. DreamTeam links to or uses the following salesforce.com entities:

Account - DreamTeam Projects can be linked to salesforce.com Accounts. This facilitates reporting through the standard salesforce.com reporting mechanism.
Opportunity - DreamTeam Projects can be linked to salesforce.com Accounts. This facilitates reporting through the standard salesforce.com reporting mechanism.
Document - DreamTeam Document Manager uses the underlying salesforce.com Document repository for document storage.
Folder - DreamTeam Document Manager uses salesforce.com Folders and the standard salesforce.com Folder hierarchy.
Task - DreamTeam Notification lets you choose between traditional email and salesforce.com Tasks for notification. Salesforce.com Tasks created by DreamTeam are displayed on a salesforce.com user's Home tab under the My Tasks list.
Event - The DreamTeam Collaborative Calendar lets you create, edit and track salesforce.com Events in your group calendar. Salesforce.com Events created by DreamTeam are displayed on a salesforce.com user's Home tab in the salesforce.com Calendar.

Salesforce Extensions

DreamTeam integration with Salesforce.com is made possible through a set of salesforce.com extensions - Custom Apps, Objects and Tabs. It is critical that these extension remain in place. Deletion of any of these extensions may result in DreamTeam errors.

Custom Apps

DreamTeam is a Custom App within salesforce.com. DreamTeam is displayed in the Appexchange dropdown list in the top right corner of the page when you are logged into salesforce.com.

Custom Objects

DreamTeam creates the following ten (10) Custom Objects:

DreamTeam Action Item - This is an action item for a DreamTeam Task or Issue.
DreamTeam Discussion - This is the threaded discussion object for DreamTeam.
DreamTeam Highlight - This is a highlight for a DreamTeam Project.
DreamTeam Issue - This is an issue or risk for a DreamTeam Project or Task.
DreamTeam Linker - This is a general purpose linking object for DreamTeam.
DreamTeam Project - This is a Project for DreamTeam.
DreamTeam Resource - This is a Resource for a DreamTeam Project.
DreamTeam Task - This is a Task for a DreamTeam Project.
DreamTeam Timesheet - This is a Timesheet for a DreamTeam Project Task.
DreamTeam Workstream - This is collection of related DreamTeam Projects.

Custom Tabs

DreamTeam also adds five (5) Custom Tabs. The first tab, About DreamTeam, is just a website link with HTML reference information. The next four tabs are the embedded DreamFactory projects for the Workstream Manager, Project Manager, Collaborative Calendar, and Document Manager. Here are all of the tabs:

About DreamTeam - DreamTeam Help and Reference.
Workstream Manager - The DreamTeam Workstream Manager.
Project Manager - The DreamTeam Project Manager.
Collaborative Calendar - The DreamTeam Collaborative Calendar.
Document Manager - The DreamTeam Document Manager.

DreamTeam Customization Checker

You can extend DreamTeam custom objects - adding your own custom fields, for instance - provided you do not modify the set of custom fields required by DreamTeam. To check that your DreamTeam instance is complete and has not been corrupted, you can use the DreamTeam Customization Checker. This tool will verify that all of the DreamTeam Custom Objects exist and that all of the required Custom Fields exist.