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

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

Introduction #

File adapter uses to integrate data from file to SFDC and from Salesforce to file. The File type that Agent support is CSV, XML, and Excel that can be integrated with their content. You can integrate file attachment into the attachment object.

CONTENT: use for integrating content in the file like CSV, Excel, and XML.
FILE: use for integrating file attachment into Attachment Object.

Prerequisite #

Create an adapter, User has to follow steps before it would eg. Creating Integration and Interface.
To create a File Adapter, there are some steps that must be followed :

Creating of File Adapter #

Inbound Case1

Create an Integration

Create an Inbound Interface

Now go to Salesforce Click on Adapter Inbound Tab

Create Inbound Adapter Type File
Click on Ping Connection

Adapter property made a connection successfully with Agent and File Adapter

file_upload_mode —CONTENT
filetype —XML

Now the user has to go to the Interface Detail page

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

Click on Open Mapping Button

Map the target fields according to Account, Contact, Case to the Salesforce source sObject
Select Ext Id
Save

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
Click on Test Query Button
Records are fetching
Save

Click on Agent Control Board (old) Tab

– How to use the Agent Control Board?

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 the 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

Now go to Salesforce Click on Adapter Outbound Tab

Create Outbound Adapter Type File
Click on Ping Connection

Adapter property made a connection successfully with Agent and File Adapter
file_upload_mode —CONTENT
filetype —XML

Now the user has to go to the Interface Detail page

Scroll down to Outbound Setup Section
Select File-Adapter-Outbound user just created

Click on Mapping Button

Map the target fields according to Account, Contact, Case to the Salesforce source sObject
Save

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 File
Write Query in Query/Filter section
Click on Test Query button
Records are fetching from Salesforce Org in Query table successfully
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.