3. How to export parent-child data from Salesforce to write xml file using Agent ?

Export hierarchical xml with element syntax (Account, Contact & Case)

Hierarchical Interface

• To arrange interfaces in order means a hierarchical interface. It is a structure in which interfaces are ranked according to levels of importance.
• In hierarchical Interfaces, one interface is a parent of another interface. It means that the child interface inherits External ID from its parent's interface. For example, the Account interface is the parent’s contact interface because Contact inherited the External ID from the Account.
• Also, One parent interface can have many child accounts but the child interface has only a single parent interface. eg. one Account can store many Contacts, but one Contact can’t store many Accounts.

Follow the given steps to Import hierarchical XML

• Create a hierarchical relationship between account and contact interfaces.

• Go to the Salesforce organization
• Click on the ‘Integration Tab’
• Create Integration
• Save.

Go to Interface tab

• Create three Outbound Interfaces
• AccountExport
• ContactExport
• CaseExport
• Save

AccountExport

ContactExport

CaseExport

• All Interfaces are created successfully

• Click on AccountExport Interface
• Scroll down to IStructure section
• Create IStructure

• Do mapping
• Check Target ‘SKYVVA__PARENTID’ (double underscore)as Ext Id

Save

• Scroll down to IChained interfaces Section of AccountExport
• Now create IChained interface on AccountExport

• Now click on ContactExport Interface
• Scroll down to IStructure section
• Create IStructure

• Do mapping
• Check Target ‘LastName’ as Ext Id

Save

• Scroll down to IChained interfaces Section of ContactExport
• Now create IChained interface on ContactExport

• Now click on CaseExport Interface
• Scroll down to IStructure section
• Create IStructure

• Do mapping
• Save

• Now create new Account (TEST_Akash)

Note: The concept behind is lookup & Master Detail Relationship between Account, Contact & Case. So users strictly follow the related list.

• Scroll down Contacts related list

Create Contact01, Contact02

• Raise a case by clicking on Contact01

• Raise a case by clicking on Contact02

• Cases are raises

Great now quickly

• Go to Agent Integration Setup Wizard
• Select AccountExport interface
• Click Edit Interface button

• Click on SQL button

• Click on Run Query button
• Click ok

• Now click Test Query button
• Save

Same process user have to follow for ContactExport

Same process user have to follow for CaseExport

• Now we integrate Data from Agent to Salesforce
• Select AccountExport Interface

Press process button

• Go back to your Org.
• AccountExport interface Message Board
• Click on search button

• Result on Message Monitoring after process from Agent
• Result Export Data XML