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Textkernel Salesforce Connector
Component: Match buttons
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Using Match Buttons (from Candidate or Job/Vacancy)🔗

Use case: The recruiter inside Salesforce, viewing a Vacancy or Candidate record. They can click a button, which redirects the user to TK Portal and loads match results displaying the appropriate match results. They can refine the results in the search environment, compare them, and then select appropriate workflow actions to complete the process (eg create a job submission, start email outreach process, add to a general list, etc).

Here is how the buttons might look on a page in Salesforce:

Define Action

Supported use cases when matching from a job/vacancy:

  1. match best candidates from a job/vacancy - given a particular job with its description and requirements in Salesforce, click a button to find the best-matching candidates in the internal Salesforce candidate pool who would be a good match for the role.
  2. rank applicants from a job/vacancy - given a particular job with its description and requirements in Salesforce, click a button to rank the candidates who have already applied for the job (ie created a job submission type of record) to quickly identify the strongest applicants.

Supported use cases when matching from a candidate:

  1. match best jobs/vacancies from a candidate - given a particular candidate profile in Salesforce, click a button to find the best-matching job openings in the Salesforce database that are a fit for the candidate.
  2. find similar candidates from a candidate - given a particular candidate profile in Salesforce, find other candidates with a similar profile.

Important

If you are using the rank applicants use case, it only works if your search indexation is configured properly. If search indexation is not configured properly you will always see 0 results when pressing the quick action button. Job submission records need to be indexed to Textkernel (using Flow or Apex) and the Textkernel App -> Search and Match Setup -> Candidate Data Mapping Job Submission must be configured properly. When configuring the Job Submission, the relevant job/vacancy ID (the unique Salesforce alphanumeric record ID) must be mapped to the "Job ID" field.

Configuring the Unlocked Sample Component package🔗

Install Unlocked Components Package🔗

The Unlocked Components package needs to be installed to create the Quick Action buttons.

Install the unlocked package and enter the password (see package descriptions). This package should be installed for all users.

You should also assign users access to the included permission set: Textkernel - Unlocked Components Access.

Adding a Quick Action button to the Vacancy (or Candidate)🔗

The Unlocked Components package includes 4 components which you can use in your org together with Quick Action buttons. The components are either Lightning Components or Lightning Web Components. Here are the supported use cases:

  • searchCandidates: call this from your main job/vacancy page layout to match best candidates from a job/vacancy

  • rankApplicants: call this from your main job/vacancy page layout to rank applicants from a job/vacancy

  • searchJobs: call this from your main candidate page layout to match best jobs/vacancies from a candidate

  • searchCandidatesfromCandidates: call this from your main candidate page to find similar candidates from a candidate

Each of these LC/LWCs constructs a URL and redirects the Salesforce Recruiter user to TK portal and sends the appropriate match context to display the desired search results. This package is unlocked so you can look to see what is happening in the code itself.

To setup a Quick Action calling the LC or LWC:

Go to SFDC Setup → Object Manager → Candidate/Vacancy → Buttons, Links and Actions → New Action

Select the following settings:

  • Action Type: Lightning Component OR Lightning Web Component
  • Lightning Component: select the appropriate LC or LWC for the desired use case (eg searchJobs)
  • Label: pick an appropriate label for the action button
  • Name: pick an appropriate API name for the action

Match candidates from a job/vacancy🔗

Here is how it might look for this use case. Be sure to select Lightning Component for the Action Type, and then select the correct choice from the drop-down:

Define Action

Rank applicants from a job/vacancy🔗

Here is how it might look for this use case. Be sure to select Lightning Web Component for the Action Type, and then select the correct choice from the drop-down:

Define Action

Match jobs/vacancies from a candidate🔗

Here is how it might look for this use case. Be sure to select Lightning Component for the Action Type, and then select the correct choice from the drop-down:

Define Action

Find similar candidates from a candidate🔗

Here is how it might look for this use case. Be sure to select Lightning Web Component for the Action Type, and then select the correct choice from the drop-down:

Define Action

Place the buttons on your candidate or vacancy page layout.🔗

Now you need to place the buttons on your layout.

  1. Go back to Candidate/Vacancy Object → Page Layouts section → select your Layout
  2. From Mobile & Lightning Actions drag the new quick action and drop it to Salesforce Mobile and Lightning Experience Actions section where you want to display it
  3. Save the layout.