1. How to Export CSV Files Without Header Row Using the SFTP Protocol of the Agent File Adapter?

Introduction:

This tutorial explains how to export CSV without header files using the Agent File in the SFTP protocol of the Outbound Adapter of our new agent application. The Agent File Adapter provides a streamlined process for seamlessly integrating CSV data into our platform. This functionality is available in the version of the V3 Interface API.

Pre-require:

Agent File Type of Connection Destination. If you do not know how to create Agent File type of Connection Destination, please follow this document below:

OAuth2 Username-Password Authentication: #article/1-how-to-connect-a-new-agent-to-the-agent-control-board-using-oauth2-username-password-authentication

OAuth2 Client-Credential Authentication: (link not available))

Create an Inbound Agent File Adapter for CSV format without a header

Fill in all required field

Enter Name: Any Name

Select Type: Agent File
Select Direction: Outbound
Select Status: Active
Select Protocol: SFTP
Select Authentication: Username_Password
Enter Host: SFTP Host
Enter Username: SFTP Username
Enter Password: SFTP Password
Enter Port: SFTP Server Port
Select Content Format: Text
Select File Type: CSV
Enter Folder: (Your SFTP Folder Name) ex: /DahuySFTP/Account/CSV
Enter File Name: (Your File Name)
Select Separator: “,”
Tick Box on File has no header
Select File Handling Mode: New
Select the Connection Destination: Choose the destination name that you created earlier.
Please click Ping Connection button
After a successful ping, click the Save button.

Create an Outbound Interface

Enter any Name

Select Status: Deployed
Select the Source Name that you want to export.
Select Operation Type: Query
Select Direction: Outbound
Select Adapter: Choose the Outbound Adapter that you created earlier.
Select Interface API Version: V3
Select Your MetaData Provider, Repository, and Source/Target Message Type. Note: You need to have the message type field entry to do the mapping. The first (A) column value will be stored at the top of the mapping order.
Click Save Button

Do Mapping:

Check the cache to ensure all cache entries are synchronized before processing.

Navigate to the Cache tab and verify that the cache adapter, integration, interface group, interface, and mapping are all present in the cache table. You can use the filter to search the cache.

Do Manual Process

Navigate to the Interface tab, select the desired interface, and then click the Manual Process button.

Select “Use The SOQL statement on the interface to select the sObject?” option and Click Send Button

A record has been sent to a new file. Here is the success message.

Here is the message detail

Here is the sample record sent

Here is the file that was sent to the SFTP Server

The record columns are rendered based on your mapping sequence.