27.2 How to use file and ftp/sftp adapter?

This tutorial explains what file, ftp/sftp adapter are, and why do we need them. It describes how to create and use them.

1 What is File adapter?

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

2 What is FTP/SFTP adapter?

FTP Adapter use as a connector to transfer data from FTP server to Salesforce and from Salesforce to FTP server.

3 Prerequisite

Before creating adapter, you have to have Integration and interface and these two things must create in Salesforce. To create, edit, and delete you need to do in Salesforce not Agent. Please perform both integration and interface development in Salesforce first. Then run AgentUI and create adapter there.

4 The creating of Adapter

This document will be explain about two adapter:

• File Adapter (CSV, Excel, XML)
• FTP/SFTP Adapter

1. Adapter Section: Choose Adapter Type (File) > Name Adapter
2. Adapter Properties:
3. File type: Choose CSV
4. File Upload Mode: Choose CONTENT or FILE
5. Folder: Choose the folder (path to get the file/ files)
6. File Name: Choose file name (a file name for agent to query data from. If this

• After Processing: Choose what you want to do with your file

• Backup Folder: The folder to keep the processed file. If you choose to back up

1. Click “Test Source Connection” to test the connection to the specified folder and

1. Click Save.

Note: For Excel and XML File, you can just do the same as CSV File. However, just you need to change the file types, adapter and its properties accordingly. 5 FTP/SFTP Adapter This document is focus only on the creation of adapter, so some steps before it would be skip eg. Creating Integration and Interface. To create FTP Adapter, there are some steps must be followed: Run Agent UI > Integration Wizard > Choose Integration > Choose existing interface.

• Adapter Section: Choose Adapter Type (FTP) > Name Adapter
• Adapter Properties:

• Authentication: Username_Password
• URL: the URL to your FTP server – here we use http://www.bplaced.net/ but it

• Username: kktest (Username to log in to FTP server)
• Password: * (The default password to use when making the connection to

• FTP File Type: Choose CSV or other
• Folder: /KOLINA (path to get the file/ files)
• FTP Type: Choose FTP
• Port: 21(Default)
• File Name: (Optional) a filel name for agent to query data from
• After Processing: Choose what you want to do with your file

• Backup Folder: The folder to keep the processed file. If you choose to backup

1. Click “Test Source Connection” to test the connection to the specified folder and

1. Click Save.