Using Best-Match widgets

Best Matching Candidates from Job/Vacancy

Use case: Recruiters see this widget whenever they open the Job/Vacancy. They can click on the configurable action button (eg "Add to List") to trigger a Platform Event with the selected Candidates. (All are selected by default). Alternatively, they can Click on the button View all in Textkernel to see the full match results, adjust the match query, and/or trigger other workflow actions that are available in the Textkernel Search environment.

Two automatic matching widgets are included in the managed package:

1. Textkernel Auto Match Candidates: widget for the Vacancy page that shows the top N matching Salesforce Candidates for the Vacancy
2. Textkernel Auto Match Vacancies: widget for the Candidate page that shows the top N matching Salesforce Vacancies for the Candidate

Both Auto Match widgets support a configurable Action button. This Action should be configured for the most common workflow a Recruiter wants to use to apply the match results. (For example, it might be to create a Job Submission, but that depends on the ATS and its specific workflows.) Once configured, the user can select the desired matching records and click the Action button. The Action button generate a Salesforce Platform Event for the Group Action. (See the section below discussing group record workflow actions. The Auto Match widgets generate the same Platform Event structure).

Best Matching Vacancies from Candidate

Use case: Recruiters see this widget whenever they open the Candidate. They can click on the configurable action button (eg "Add to List") to trigger a Platform Event with the selected Job/Vacancies. (All are selected by default). Alternatively, they can Click on View all in Textkernel to see the full match results, adjust the match query, and/or trigger other workflow actions that are available in the Textkernel Search environment.

Configuring the Best-Match widgets

Shared configuration for both widgets

Both Best-Match widgets query the Textkernel Search environment in the background, and this is the first thing to configure.

Go to Salesforce Setup --> Textkernel App --> Search and Match Setup --> Match Component Settings

1. Under Search endpoint, enter the value that Textkernel support provided for your environment.

2. Under Job search environment enter the values that Textkernel support provided for your environment.

3. Under Candidate search environment enter the values that Textkernel support provided for your environment.

4. Be sure to Save all these changes.

Now the Best-Match widgets can query the Textkernel Search environment.

Textkernel Best Matching Candidates widget

Note

This procedure assumes the existence of a Lightning Record Page for the jobs, as the Best-Match component is only compatible with Lightning.

1. Select a specific vacancy record.
2. Go to Setup -> Edit Page to open the Lightning App Builder for your vacancy record page.
3. Drag the custom-managed component Textkernel Auto Match Candidates onto the desired page location.

4. Select the component, so that the configuration choices are visible on the right-hand side:

   • Visible Fields: type in a comma-separated list of API field names from your Candidate Object. The first field is special and should be the record name, since it will be the header for each match result. The intent is to include the most critical data, so that the match results can be quickly read by the recruiter

   • Number of Results: pick an integer to configure the limit on how match results you want to display on the page. (You can show up to 20 results)

   • Action Button Label: this is the text label which will appear on the Action button

   • Action Button API Name: this is the Action Name that will be used for the Platform Events generated when the Recruiter presses the action button. Setting this enables you to see that the Platform Event was triggered by this widget

5. Click Save to save your changes.

6. Return to your vacancy record and now users with access to the widget will see the match results whenever they view a vacancy.

Textkernel Best Matching Vacancies widget

The procedure to configure this widget is analogous to the other widget, except this widget should be added to the Candidate page. The widget is added to the page using the Edit Page process, and the fields are similar, except the visible field list includes field names from the Vacancy object instead of the Candidate object.