SK SKYVVA Documentation

1. How to use File Adapter with Agent Control Board (old) ?

This tutorial explains what is File Adapter, why do we need it. It explains how do we use it with the Agent control Board (old).

Introduction

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

Prerequisite

Create an adapter, User has to follow steps before it would eg. Creating Integration and Interface. To create a File Adapter, there are some steps that must be followed :

Creating of File Adapter

Inbound Case1

Now go to Salesforce Click on Adapter Inbound Tab

Adapter property made a connection successfully with Agent and File Adapter

Now the user has to go to the Interface Detail page

Now go to the Agent and Select your Integration which you just created

Now see Interface Source Definition 

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 related list your record upserted successfully Outbound Case2

Now go to Salesforce Click on Adapter Outbound Tab

Now the user has to go to the Interface Detail page

Now go to the Agent and Select your Integration which you just created

Now see Interface Source Definition 

Click on Agent Control Board (old) Tab - How to use the Agent Control Board (old ) ?

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.

Now Go back to your PC Folder testdata

Export XML to your PC folder successfully From Salesforce

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