Tutorial V2.41 (Lightning)

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  4. 36. How to Export data without header for Agent component ?
  5. 36.2 How to export parent-child data from Salesforce to write xml file using Agent ?

36.2 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 hierarchical interface. It is structure in which interfaces are ranked according to levels of important.
  • In hierarchical Interfaces, one interface is a  parent’s of other interface. It means that child interface inherited External ID from its parent’s interface. For example, Account interface is parent’s contact interface because of Contact inherited External ID from Account.
  • Also One parent interface can have many child account but child interface has only 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

  1. Create hierarchical relationship between account and contact interfaces.
  • Go to Salesforce organization
  • Click on ‘Integration Tab’
  • Create Integration
  • Save.

  • Go to Interface tab:-

      Create three Outbound Interfaces-

  1. Account
  2. Contact
  3.  Case

 

Account Interface:-

Contact Interface:-

Case Interface:-

  • All Interfaces are created successfully

  • Click on Account 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 Account

  • Now click on Contact Interface
  • Scroll down to IStructure section
  • Create Istructure

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

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

  • New IChained Interface button navigate to:

  • Now click on Case Interface
  • Scroll down to IStructure section
  • Create Istructure

  • Do mapping
  • Save

 

Now create new Account

  • Click On Account tab -> New account

  • Create new contacts -> Click on new contact Button:

  • Raise a case by clicking on Contact01

 

  • Raise a case by clicking on Contact02

 

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

  • Click on SQL button

  • Click on Run Query button
  • Click ok

  • Now click Test Query button
  • Save

  • Follow the same process for Contact Interface.

 

  • Follow the same process for Contact Interface.

  • Now we integrate Data from Agent to Salesforce
  • Select Account Interface
  • Press process button

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

 

 

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