Salesforce Integration


Salesforce Integration

Definitions:

Fuzzy Look Up – Is when a record is sent over to Salesforce, it does a look up on the following:

-OR-

-OR-

 

Lookup Only – when a field is marked as “For Look up Only” and a record is sent to Salesforce, it will skip the Fuzzy look up above and only use this field to lookup and see if a record exists.  (Note – this field will not get update in Salesforce because it is meant to be static and exist in both systems.

 

Insert – will populate only new records

 

Update – will populate new records & overwrite existing records with the most recent data.

 

Unmapped Fields – if no updates should occur at all the field should not be mapped.

GradLeaders Configuration:

School > Settings > Salesforce Settings:

 

Salesforce Username – this fields needs to come from the school

Salesforce Password – this field needs to come from the school.  The password with security token should be provided. (Note: Security token from SF is sent by email when requested. Path> Development>My Personal Information>Reset my Security Token)

Data Modification – select what the school wants:

Attach default resumes to Profiles in Salesforce – this field is only used when sending candidate data to Salesforce.

Salesforce Create Profile in Program: A new PID should be added for Salesforce Candidate Pull. This Salesforce PID should be selected in this DDL

Agent Import Companies From Salesforce:  select enable if you want Company data to flow from salesforce into GradLeaders Career Center

Agent Import Recruiters From Salesforce:  select enable if you want Recruiter data to flow from salesforce into GradLeaders Career Center

Agent Import Profiles From Salesforce:  select enable if you want Candidate data to flow from salesforce into GradLeaders Career Center

Agent Export Companies To Salesforce:   select enable if you want Company data to flow from GradLeaders Career Center to Salesforce

Agent Export Recruiters To Salesforce:    select enable if you want Recruiter data to flow from GradLeaders Career Center to Salesforce

Agent Export Profiles To Salesforce:  select enable if you want Candidate data to flow from GradLeaders Career Center to Salesforce

 

Control > School Tab > Salesforce Mappings > Questions Mapping:

 

Set up your Entity Types:

 

Click on Each Entity Type and start mapping the fields where you want data to flow to or from GradLeaders Career Center. 

Mapping Each Question:

 

 

Mapping Each Answer if list question:

Mapping Required Questions:

Control> School Tab > Salesforce Mappings > Salesforce Required Questions:



Article ID: 2149
Created On: Apr 25, 2016 at 11:08 AM
Last Updated On: Aug 13, 2020 at 8:52 AM
Authored by: Eddie Thomas

Online URL: http://kbint.gradleaders.com/article.php?id=2149