Salesforce

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CV-Transformer can be installed in any Salesforce environment. It adds CV-Transformer to your contact pages and utility bar, imports a contact's data and files, and saves formatted CVs back to the contact.

MySolution, Seven20 and Tigris run on Salesforce and use this integration too; their pages describe what is different.

1. Installing the package#

1. Open the package installation page.

2. Sign in with your Salesforce username and password. If that doesn't work, click Use custom domain first.

3. Select Install for all users, and check I acknowledge that I'm installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce's AppExchange Partner Program.

2. Adding CV-Transformer to contact pages#

1. Open a contact record page.

2. Click the settings icon, then Edit page.

3. In the component list on the left, scroll to Custom - Managed, and drag CV-Transformer to where you want it on the page.

4. Click Save.

3. Adding CV-Transformer to the utility bar#

1. Note which Salesforce app is open, in the top-left corner.

2. Go to Setup → Apps → App Manager.

3. Click Edit on the app you noted.

4. Go to Utility Items (Desktop Only).

5. Click Add Utility Item and select CV-Transformer Util under Custom - Managed. The default settings work for most teams.

6. Click Save.

4. Configuring permissions#

Sharing rules#

The package adds an object called CVTransformerAccess, whose Default Internal Access is private. Set it to public read/write:

1. Go to Setup → Security → Sharing Settings.

2. Under Default Sharing Settings, click Edit.

3. Find CVTransformerAccess and set Default Internal Access to Public Read/Write.

4. Click Save.

Object permissions#

Give every profile that uses CV-Transformer read access to CVTransformerAccess:

1. Go to Setup → Users → Profiles.

2. Select the profile.

3. Go to Object Settings → CVTransformerAccess and click Edit.

4. Enable Read under object permissions, and read access for every field you can.

Profile access#

Usually you can skip this step. If CV-Transformer shows for some profiles but not for others:

1. Go to Setup → Apps → Packaging → Installed Packages.

2. Select CV-Transformer and click View Components.

3. Select CVTransformerApi and click Security.

4. Under Available Profiles, add every profile that should use CV-Transformer, and click Save.

5. Connecting your organization#

1. Open a contact record page in Salesforce.

2. In the CV-Transformer component, sign in to CV-Transformer.

3. Choose your CV-Transformer organization and click Connect.

You can also connect from CV-Transformer: go to Settings → Integrations, choose Salesforce as your ATS and click Connect. Connecting needs a CV-Transformer user who may manage the organization's settings.