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  5. 78.1 How to use JDBC Adapter (SQLserver) with Agent Control Board (old)?

78.1 How to use JDBC Adapter (SQLserver) with Agent Control Board (old)?

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

Introduction

JDBC Adapter is used as a connector to transfer data from Database to Salesforce and from Salesforce to Database. The agent supports five-database types include Oracle, SQLserver, MySQL, MsAccess, and PostgreSQL.

Prerequisite

Before creating the Adapter, the user has to create an Integration and Interface and these two steps must be created in Salesforce Org. To create, edit, and delete users need to do in Salesforce first. Then save an integration on AgentUI.

Creating of JDBC Adapter

Follow the configuration for SQLserver.

Inbound Case1

  • Create an Integration

  • Create an Inbound Interface

Go to Microsoft SQL Server Management Studio

–  Download Microsoft SQL Server Management Studio…

Connect to Server

  • Click on Databases
  • Scroll down to Tables
  • Right Click on New
  • Click on Table

  • Create Column Name
  • Select Data Type “nvarchar(Max)”or”nvarchar(50)”
  • Allow Nulls checked by default

  • Right Click on AccountSQLserver
  • Click on Edit Top 200 Rows
  • Now create a record

  • Right-click on record column
  • Click on Execute SQL

Now go to Salesforce Click on Adapter Inbound Tab

  • Create Inbound Adapter Type JDBC
  • Click on Ping Connection

  • Adapter property made a connection successfully with Agent and SQL Server called jdbcSQLServerDriver
  • Database Type SQL Server
  • Database Name akashdb

Now the user has to go to the Interface Detail page

  • Scroll down to Inbound Setup Section
  • Select JDBC-Adapter-Inbound user just created

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

  • Select your Interface
  • Click on Edit Interface Button

Now see Interface Source Definition

  • Test Source connection with SQL Server Database
  • Write Query in Query/Filter section
  • Click on Test Query button
  • Records are fetching from Salesforce Org in Query table successfully
  • Save

Now go to Salesforce 

  • Go to Interface detail page
  • Click on Open Mapping Button

  • Click on Automapping button
  • Select Name Ext Id
  • Save

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.
  • Click on the Integration tab
  • Select your Integration and Interface
  • Scroll down to Process button and click it

  • Now click on Monitor Tab

  • Scroll down to Messageboard
  • Click on the search button
  • Account created successfully

Click on the related list your record upserted successfully

Outbound Case2

  • Create an Outbound Interface

Again Go to Microsoft SQL Server Management Studio and connect to the server 

  • Click on Databases
  • Scroll down to Tables
  • Right Click on New
  • Click on Table

  • Create Column Name, BillingCity, BillingCountry, BillingStreet, Id
  • Select Data Type “nvarchar(Max)”or”nvarchar(50)”
  • Allow Nulls checked by default

Now Go to Salesforce Click on Adapter Tab

  • Create Outbound Adapter Type JDBC
  • Click on Ping Connection

 

  • Adapter property made a connection successfully with Agent and SQL Server called jdbcSQLServerDriver
  • Database Type SQL Server
  • Database Name akashdb

Now the user has to go to the Interface Detail page

  • Scroll down to Outbound Setup Section
  • Select JDBC-Adapter-Outbound user just created

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

  • Select your Interface
  • Click on Edit Interface Button

Now see Interface Source Definition

  • Test Source connection with SQL Server Database
  • Write Query in Query/Filter section
  • Click on Test Query button
  • Records are fetching from Salesforce Org in Query table successfully
  • Save

Now go to Salesforce 

  • Go to Interface detail page
  • Click on Open Mapping Button

  • Click on Automapping button
  • Select Name Ext Id
  • Save

Click on Agent Control Board (old) Tab

– How to use Agent Control Board Version (old)?

  • Click on the Integration tab
  • Select your Integration and Interface
  • Scroll down to Process button and click it

 

  • Now click on Monitor Tab

  • Scroll down to Messageboard
  • Click on the search button
  • Account created successfully

Now Go back to your SQLserver

  • Right-click on record column
  • Click on Execute SQL

Execute SQL your Salesforce Org. record upserted successfully on SQLserver

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