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1. How to use JDBC Adapter (SQLserver) with Agent Control Board (old)?

This tutorial explains what is JDBC Adapter, why do we need it. It explains how do we use it with the Agent control Board (old).

Introduction #

JDBC Adapter is used as a connector to transfer data from Database to Salesforce and from Salesforce to Database. The agent supports five-database types include Oracle, SQLserver, MySQL, MsAccess, and PostgreSQL.

Prerequisite #

Before creating the Adapter, the user has to create an Integration and Interface and these two steps must be created in Salesforce Org. To create, edit, and delete users need to do in Salesforce first. Then save an integration on AgentUI.

Creating of JDBC Adapter #

Follow the configuration for SQLserver.
Inbound Case1

Create an Integration

Create an Inbound Interface

Go to Microsoft SQL Server Management Studio

– Download Microsoft SQL Server Management Studio…

Connect to Server

Click on Databases
Scroll down to Tables
Right Click on New
Click on Table

Create Column Name
Select Data Type “nvarchar(Max)”or”nvarchar(50)”
Allow Nulls checked by default

Right Click on AccountSQLserver
Click on Edit Top 200 Rows
Now create a record

Right-click on record column
Click on Execute SQL

Now go to Salesforce Click on Adapter Inbound Tab

Create Inbound Adapter Type JDBC
Click on Ping Connection

Adapter property made a connection successfully with Agent and SQL Server called jdbcSQLServerDriver
Database Type SQL Server
Database Name akashdb

Now the user has to go to the Interface Detail page

Scroll down to Inbound Setup Section
Select JDBC-Adapter-Inbound user just created

Now go to the Agent and Select your Integration which you just created

Select your Interface
Click on Edit Interface Button

Now see Interface Source Definition

Test Source connection with SQL Server Database
Write Query in Query/Filter section
Click on Test Query button
Records are fetching from Salesforce Org in Query table successfully
Save

Now go to Salesforce

Go to Interface detail page
Click on Open Mapping Button

Click on Automapping button
Select Name Ext Id
Save

Click on Agent Control Board (old) Tab

– How to use the Agent Control Board (old)?

Since the user now completely understand; How to use the Agent Control Board, by hitting the upper link, now we understand the Architect of the Agent Control Board now follows below on Salesforce org.

Click on the Integration tab
Select your Integration and Interface
Scroll down to Process button and click it

Now click on Monitor Tab

Scroll down to Messageboard
Click on the search button
Account created successfully

Click on the related list your record upserted successfully
Outbound Case2

Create an Outbound Interface

Again Go to Microsoft SQL Server Management Studio and connect to the server

Click on Databases
Scroll down to Tables
Right Click on New
Click on Table

Create Column Name, BillingCity, BillingCountry, BillingStreet, Id
Select Data Type “nvarchar(Max)”or”nvarchar(50)”
Allow Nulls checked by default

Now Go to Salesforce Click on Adapter Tab

Create Outbound Adapter Type JDBC
Click on Ping Connection

Adapter property made a connection successfully with Agent and SQL Server called jdbcSQLServerDriver
Database Type SQL Server
Database Name akashdb

Now the user has to go to the Interface Detail page