[Integrations](https://www.cv-transformer.com/ja-JP/docs/integrations) [Salesforce](https://www.cv-transformer.com/ja-JP/docs/integrations/salesforce)

# Salesforce

2 分で読めます

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](https://www.cv-transformer.com/en/docs/integrations/mysolution), [Seven20](https://www.cv-transformer.com/en/docs/integrations/seven20) and [Tigris](https://www.cv-transformer.com/en/docs/integrations/tigris) run on Salesforce and use this integration too; their pages describe what is different.

## [1. Installing the package](#1-installing-the-package)

1. Open the [package installation page](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgK000000E03NQAS).
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](#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](#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](#4-configuring-permissions)

### [Sharing rules](#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](#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](#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](#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.

![CV-Transformer embedded in Salesforce](https://ddcaybdkekwxbpgpotoa.supabase.co/storage/v1/object/public/common/pages/5ed7dd9e-1dba-4cb8-bbf0-74fdc9aa6d0c/a074727a-17d5-427c-85c1-b6b2b0c65eeb.png)

[前へMercury](https://www.cv-transformer.com/ja-JP/docs/integrations/mercury) [次のページMySolution](https://www.cv-transformer.com/ja-JP/docs/integrations/mysolution)