diff --git a/connection-guides/ats/bullhorn_salesforce.mdx b/connection-guides/ats/bullhorn_salesforce.mdx new file mode 100644 index 00000000..319239c6 --- /dev/null +++ b/connection-guides/ats/bullhorn_salesforce.mdx @@ -0,0 +1,157 @@ +--- +title: "Bullhorn Recruitment Cloud - Salesforce (OAuth)" +description: "Follow these steps to connect Bullhorn Recruitment Cloud - Salesforce via the StackOne Hub successfully." +--- + +import IntegrationFooter from "/snippets/integration-footer.mdx"; + + + Ensure that your Bullhorn Recruitment Cloud - Salesforce account has Admin privileges. + + +If you've been directed to StackOne to integrate with Bullhorn Recruitment Cloud - Salesforce, the following steps will help you understand the process and any necessary actions to configure a successful integration. + +## Log in to Salesforce + +Log in to your Salesforce instance. + +## Find your Bullhorn Recruitment Cloud - Salesforce Salesforce URL + +Your Salesforce URL can be found in the URL when logged in to Bullhorn Recruitment Cloud - Salesforce. + +Given the URL: `https://mycompany.salesforce.com/dashboard/settings`, the **Salesforce URL** is `https://mycompany.salesforce.com`. + +## Create your Client ID and Client Secret + +This integration will authenticate on behalf of a registered application in Bullhorn Recruitment Cloud - Salesforce. + + + + Follow the [Salesforce Client Credentials Guide](https://developer.salesforce.com/blogs/2023/03/using-the-client-credentials-flow-for-easier-api-authentication) to create your Salesforce OAuth Application. + + Store your Client ID and Client Secret securely to be used in a later step. + + The integration accesses the following Salesforce objects. Please ensure that the associated User has read or read/write access to these as required for your use case: + - TR1__ContactDocument__c + - TR1__Application__c + - TR1__Job_Board_Application__c + - Contact + - TR1__Job__c + + Write operations may trigger automations depending on your Salesforce configuration that may require additional permissions. + + +## Enter Job Board Application Custom Fields (optional) + +The integration utilizes the following fields from the Salesforce **TR1__Job_Board_Application__c** model: + +- `Id` +- `Name` +- `TR1__Job__c` +- `TR1__Applicant__c` +- `TR1__Job_Board_Source__c` +- `TR1__Source__c` +- `TR1__Status__c` +- `CreatedDate` +- `LastModifiedDate` + +To include any additional fields from this model, enter a comma-separated list of the field names. + +## Enter Shortlist Application Custom Fields (optional) + +The integration utilizes the following fields from the Salesforce **TR1__Application__c** model: + +- `Id` +- `TR1__Applicant__c` +- `TR1__Job__c` +- `TR1__Stage__c` +- `TR1__ATS_Stage__c` +- `TR1__Status__c` +- `TR1__Source__c` +- `TR1__Job_Board_Source__c` +- `CreatedDate` +- `LastModifiedDate` + +To include any additional fields from this model, enter a comma-separated list of the field names. + +## Enter Candidate Custom Fields (optional) + +The integration utilizes the following fields from the Salesforce **Contact** model: + +- `Id` +- `FirstName` +- `LastName` +- `Name` +- `Email` +- `TR1__Work_Email__c` +- `TR1__Secondary_Email__c` +- `Main_Email__c` +- `Personal_Email__c` +- `MobilePhone` +- `Phone` +- `HomePhone` +- `AssistantPhone` +- `Work_Phone__c` +- `OtherPhone` +- `Title` +- `Company_Name_Text__c` +- `TR1__Candidate_Status__c` +- `TR1__LinkedIn_ProfileUrl__c` +- `MailingCountry` +- `CreatedDate` +- `LastModifiedDate` + +To include any additional fields from this model, enter a comma-separated list of the field names. + + +## Enter Job Custom Fields (optional) + +The integration utilizes the following fields from the Salesforce **TR1__Job__c** model: + +- `Id` +- `Name` +- `TR1__Job_Number__c` +- `TR1__Job_Title__c` +- `Job_Description__c` +- `TR1__Status__c` +- `TR1__Hiring_Manager__c` +- `TR1__Is_Confidential__c` +- `CreatedDate` +- `LastModifiedDate` + +To include any additional fields from this model, enter a comma-separated list of the field names. + +## Connecting with StackOne + + + + Upon reaching the Link Account page, enter the credential(s) from the previous steps: + - **Client ID** + - **Client Secret** + - **Salesforce URL** + - **Job Board Application Custom Fields** (optional) + - **Shortlist Application Custom Fields** (optional) + - **Candidate Custom Fields** (optional) + - **Job Custom Fields** (optional) + + Proceed by clicking the Connect button. + + + Enter Credentials + + + + + +## Available data + +This integration has the following [ATS Resources](https://docs.stackone.com/reference/getting-started-with-your-api) available from the provider: + \ No newline at end of file diff --git a/images/logo-salesforcebullhorn.png b/images/logo-salesforcebullhorn.png new file mode 100644 index 00000000..fd1acaa0 Binary files /dev/null and b/images/logo-salesforcebullhorn.png differ diff --git a/images/salesforcebullhorn/image1.png b/images/salesforcebullhorn/image1.png new file mode 100644 index 00000000..3faa9273 Binary files /dev/null and b/images/salesforcebullhorn/image1.png differ diff --git a/integrations.mdx b/integrations.mdx index bebe1ad2..ffe23088 100644 --- a/integrations.mdx +++ b/integrations.mdx @@ -13,6 +13,7 @@ import { IntegrationTile } from '/snippets/integration-tile.mdx'; +