hireEZ - Salesforce is one of our earliest integrations that is easy to connect, abundant with smart filter offerings, and synchronous with candidate and user activities from both platforms.
- Set up Integration from hireEZ
- Select Push Permission (Admin Only)
- Customize Data Field Mapping (Admin Only)
How to get Consumer Key and Consumer Secret from Salesforce
Step 1: Go to your Salesforce Setting/Set Up
Step 2: Click on Apps then App Manager
Step 3: Fill in the form for creating a New Connected App
Step 4: Change Policies for the newly created app in Salesforce
Step 5: Get your Consumer Key and Consumer Secret from the newly created app in Salesforce
How to Connect ATS from hireEZ
Before you begin, please ensure that...
- You should have a hireEZ Enterprise subscription and a valid hireEZ account.
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- Please contact your hireEZ Account Manager or Customer support to set up an Enterprise subscription
- You should be the admin of your hireEZ Enterprise subscription and Salesforce account.
- āhireEZā should be listed as a value under sources in the settings of your Salesforce account.
Note: Please do not connect your test/sandbox instance with the hireEZ production account. If you would like to perform sandbox testing, please reach out to support@hireez.com or the assigned TPM. They can assist you further to issue a separate instance for testing.
In case you end up connecting your sandbox account with the hireEZ production account, notify the support team at the earliest. This brings unknown issues for the integration and results in a delay in your onboarding.
Admin User
- As an Admin user, you will be able to configure your ATS by clicking on the All Integrations tab.
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If you also have a team member license, you can configure it in hireEZ Apps by clicking here, and follow the steps as pictured in the screenshots below.
In either case, click on the Connect button on the ATS then Connect, input your Salesforce account information, and click on Connect to continue the next page.
Member User
As an Enterprise member user, you could go to the App page to request the integration approval.
After you get approval from the admin, you will be able to see the "Connect" button on the ATS.
For the ATS only requires the admin login, Member users will connect to the ATS automatically after the admin logs into the ATS.
Select Push Permission (Admin Only)
Push permission configuration will allow team members to sync candidates from hireEZ to Salesforce as prospects or to a particular job and stage.
By clicking "Manage", there will be a setting page to set up.
Customize Data Field Mapping (Admin Only)
If you want to customize the data field mapping:
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Select a hireEZ candidate profile field from the āAll Fields in hireEZā field list and choose a suitable field from the Salesforce profile fields dropdown.
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If you want to attach a resume for each candidate when syncing from hireEZ to Salesforce, select the āAttach hireEZ Resumeā
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If you want to sync notes and tags from hireEZ to Salesforce, enable and map hireEZ Note and Tag fields with Salesforce activity fields.
Important Note:
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For Enterprise Salesforce accounts, the Salesforce account Admin might disable certain field permissions for the Contacts.
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Make sure, you have read/write access to mentioned fields below and you can see the mentioned fields below on the Contact details page in Salesforce:
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'FirstName'
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'LastName'
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'MailingCity'
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'MailingState'
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'MailingCountry'
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'Email'
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'Phone'
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'Title'
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'LeadSource'
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'Description'
BONUS Section (Capture Social Links):
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Salesforce does not have any appropriate field as a default that can be used to add LinkedIn Urls, GitHub etc.
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In order to capture āSocial Linksā i.e. LinkedIn, GitHub Urls etc., please follow the mentioned steps ahead.
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Make sure, you have appropriate access to Create āCustom/New Fieldsā under āContactsā.
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The next part will include steps on:
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How to create a new field under Contacts
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And how to map the field properly, in order for hireEZ Integration to work as expected
After the ATS is successfully integrated, you may export the candidate's profile to the ATS.
Here is a guide on how to export candidates: How to Export Candidates to ATS, CSV or PDF File.
In addition, Salesforce Frontier is available for 2-way integration. You can also enable it to import and rediscovery candidates from your Salesforce candidate:
- Check out our Rediscovery: https://hireez.com/ez-rediscovery/.
- Details on steps to enable Rediscovery.
You may also contact us at support@hireez.com or reach out to your Customer Success Manager to learn more about the workflow.
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