Set Up Your TargetRecruit Integration
To connect your TargetRecruit account, you will need to provide your credentials and define the specific objects and fields for Alex to interact with.Authentication
You can authenticate using one of two methods. Choose the one that aligns with your Salesforce setup.1. Client Credentials Flow
This flow requires the following information from your Salesforce instance:- Client ID
- Client Secret
- Salesforce Instance URL
2. Username/Password Flow
This flow requires the following:- Username
- Password
- Client ID
- Client Secret
- Salesforce Instance URL
- API User Security Token
Configure Object and Field Mappings
To ensure data is read from and written to the correct locations in TargetRecruit, you must provide the exact API names for your Candidate, Job, and Job Submission objects and their corresponding fields. An API name is the unique identifier that the system uses for an object or field (e.g.,Candidate__c, First_Name__c).
Candidate Object
The object that stores candidate data.- Candidate Object API Name: The API name for the candidate object.
- Candidate Object ID Field Name: The field that holds the unique ID for a candidate.
- Candidate Object First Name Field Name: The field for a candidate’s first name.
- Candidate Object Last Name Field Name: The field for a candidate’s last name.
- Candidate Object Email Field Name: The field for a candidate’s email address.
- Candidate Object Phone Field Name: The field for a candidate’s phone number.
Job Object
The object that stores job or role data.- Job Object API Name: The API name for the job object.
- Job Object ID Field Name: The field that holds the unique ID for a job.
Job Submission Object
The object that represents a candidate’s application to a job.- Job Submission Object API Name: The API name for the job submission object.
- Job Submission Object ID Field Name: The field that holds the unique ID for a job submission.
Supported Functionality
Once integrated, you can leverage several features to automate your hiring workflow.Create Interviews from TargetRecruit
You can create new interviews by pulling job details, such as the job title and description, directly from a job record in TargetRecruit.Fetch Candidate Information
When inviting candidates, you can pull their information—including name, email, and phone number—directly from their TargetRecruit profile. You can also fetch a candidate’s resume.Automate Actions with Workflows
You can configure automations in your workflows to trigger actions in TargetRecruit at different stages of the interview process. Each block in a workflow starts with a trigger:- Manually Invited / New Application:
- Update a field in TargetRecruit when an interview invitation is sent.
- Interview Scheduled:
- Update a field when a candidate schedules their interview.
- Interview Missed:
- Update a field if a candidate misses their scheduled interview.
- Interview Completed:
- Upload Interview Score: Sync the candidate’s overall interview score to a number or text field.
- Upload Cheat Detection Score: Sync the candidate’s cheat detection score.
- Upload Interview Summary: Add a note containing the interview feedback, score, cheating metrics, and a link to the full report into a rich text field.
- Upload PDF Report: Attach a PDF of the full interview report to the job submission record.
- Update a Field: Change the value of a specific field on a Job, Candidate, or Job Submission record.
- Map Report Data: Populate specific fields in TargetRecruit with data captured during the interview, such as answers to key questions.
- Decision Updated:
- Shortlist: Update a field when a candidate is shortlisted.
- Reject: Update a field when a candidate is rejected.