This tutorial explains what is FTP Adapter, why do we need it. It explains how do we use it with the Agent control Board (old).
Introduction #
The FTP Adapter enables the integration of servers supporting File Transfer Protocol (FTP) and Secure Shell (SSH) File Transfer Protocol (sFTP) into Oracle Integration. The FTP Adapter can connect to FTP and sFTP servers that are publicly available on the internet.
FTP Adapter is used as a connector to transfer data from the FTP server to Salesforce and from Salesforce to the FTP server.
Prerequisite #
Before creating FTP Adapter, the user has to create an Integration and interface and these two steps must create in Salesforce. To create, edit, and delete you need to do in Salesforce. Please perform both integration and interface development in Salesforce first.
Creating of FTP Adapter #
Follow the configuration steps:
Inbound
- Create an Integration
- Create an Inbound Interface
Go to FileZilla Client & Server for Windows
– Download FileZilla Client & Server for Windows…
Now Go to FileZilla Server site
- Click on Edit button
- Create a user
- Enable account
- Set password
- Click on ok button
Now Go to FileZilla Client site
- Go File then click on Site Manager
- Click on New Site button
- Provide all General information Protocol, Host, etc.
- Create User and Password
- Click on Connect button
- Click on Quickconnect button
- Directory Listing Successful
- User Computer (PC) XML file is Listed on Remote Site
Now go to Salesforce Click on Adapter Inbound Tab
- Adapter property made a connection successfully with Agent and FileZilla Client & Server
- Authentication —Username_Password
- URL —localhost
- ftp_type —FTP
Now the user has to go to the Interface Detail page
- Scroll down to Inbound Setup Section
- Select FTP-Inbound-Adapter
- 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 with Filezilla
- 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 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