1. How to do Hierarchical mapping?

This tutorial explains about the configuring of hierarchical mapping. It describes the process of performing integration from external system.

1. What is Hierarchical mapping?

Hierarchical mapping is a mapping in which you can map all different parts of data from different sObject into the tree target structure. We can do it in three ways:-

• Hierarchical mapping by using vlookup .
• Hierarchical mapping by using Foreign key.
• Hierarchical mapping by using Message Type v3 or hierarchical message type.

Pre-requisite:-

• When we use message type, it means that the parent interface contains a child interface.
• The child interface is created by message type automatically you did mapping on the parent interface.
• The agent can read interface from skyvva/salesforce that interface type= Main-Interface only.

Follow the given steps to create message type:- 1.1  Create MetaData Providers -> New MetaData Providers:-

1.2 Create IStructure Repository click on New IStructure Repository :-

1.3  Create 3 New Message Type (account, contact) click on New Message Type:- Account Interface:

Contact Interface:

1.4  Click on Message Types Related tab then click on Message Type field entry ->New button:-

• New Button Navigate to:-

* Follow the same steps for the contact Interface.

2.  The configuration:-

2.1. The configuration for Hierarchical mapping by using vlookup :-

To configure this, there are steps should be followed:

• Create an Interface which Lookup to MetaData Provider, IStructure Repository and Message Type.

• Enter the Interface detail page, which you had just create, and mapping with flat field that include Account and Contact with sObject tree and then make VlookUp account with Contact:-

• Then right click on field that we do vlookup:-

• The following screen display that the Interface is automatically chain with contact after done mapping and vlookup:-

2.1.1 Go to Agent To process data:

• Click on agent icon,  Select your integration, Interface:-

• Click On edit Interface button:-

• Save adapter and process the interface:-

2.1.2. The monitoring result in Message Monitoring Board

• Please log in to Salesforce and enter Message Monitoring Board:-

• You can Check the result:-

2.2 The configuration for Hierarchical mapping by using foreign key :-

To configure this, there are steps should be followed:

• Create an Interface which Lookup to MetaData Provider, IStructure Repositoy and Message Type:-

• Enter the Interface detail page, which you had just created.
• Double click in the row as shown in the picture given below.

• Select Foreign key and then click on ok button:-

• The following screen display that the Interface is automatically chain with contact after done mapping:-

2.2.1. Go to Agent To process data:

• Click on agent icon,  Select your integration, Interface:-

• Click On edit Interface button:-

• Save adapter and process the interface:-

2.2.2 The monitoring result in Message Monitoring Board

• Please log in to Salesforce and enter Message Monitoring Board:-

• You can Check the result:-

1. Hierarchical mapping by using Message Type v3 or hierarchical message type.

• Upload or create hierarchical message type.
• Create Interface and link with hierarchical message type

Step1: Upload or create hierarchical message type.

• Here's a Soap Message Type.

Step2:  Create Interface and linked hierarchical message type  .

Step 3. How to do mapping with hierarchical? First we need to Mapping from left to right which is the parents node that we want to mapping . Example We need to get value from salesforce to do outbound base on the structure that we uploaded or created.  To do mapping we need to know which field that we want to map and then we need to map the parent node of salesforces to the parent node of the structure.

• Here's the mapping tool

So if we need to get value from salesforce to do outbound we need to mapping parent node of salesforce  with the parent node of structure that we want, example we want to get the Name , FirstName, and LastName so we need to mapping the parent node of Account with the parent node of Structure. and then we map field to field that we want and then if we want to get value from the child node we need to do like that again so  meaning that we can mapping hierarchical depend on what we drag down and what we want. But if we can't mapping without parents node. See the example below.

As we see the picture above we can see we need to map node Account with Node MyAccount and node Contact with node MyContact because we need the value from those nodes.