Integrating Salesforce with Allsorter

Integrating Allsorter and Salesforce

Accessing Allsorter through Salesforce

Managing User Visibility and Access

Onboarding with Allsorter Customer Success

Admin: Integrating Allsorter and Salesforce

Step 1: Set Up the Connected App

To begin, the client must set up the Connected App and create a custom button for Allsorter within their Salesforce instance.

These are the generic technical setup instructions, but since each Salesforce instance is unique, please speak to Allsorter Customer Success to set up a meeting between your Development team and ours to discuss it in detail. 

Step 2: Allsorter Configuration

Once the setup is complete:

• The Allsorter Customer Success team will create your organisation in the system.

• API credentials, generated from your Connected App and shared by your Development team, will be used to link Salesforce with Allsorter.

• These credentials are entered in Allsorter to activate the connection.

Admin users will be granted access to manage available licenses through the Users tab in Allsorter. This includes enabling, disabling, and reassigning licenses.

Accessing Allsorter through Salesforce

Allsorter will now be available as a tab in each candidate profile. To gain access to Allsorter, each Salesforce user must follow the steps below:

1. Log in to Salesforce.

2. Navigate to the Contacts Dashboard.

3. Select any candidate you wish to work with.

4. Ensure there is at least one file (e.g., a CV) uploaded to the candidate’s profile.

5. Inside the candidate record, look for the Allsorter tab above the main frame and click on it.

6. Choose the file to reformat and follow the next steps.

Manage User Visibility and Access

• Salesforce account admins can restrict Allsorter access to a specific approved group of users. If this step is not completed, any user in that Salesforce account will be able to access Allsorter until all available licenses are used.
• As soon as a new user comes into Allsorter through the integration, they will take up an available licence and can start reformatting.
• New users do not need to be added manually by org admins or managers. 
  
• Once all licences are assigned, new users may still be able to see the Allsorter tab but will get an error message about no licences being available for them if they try to access it. 
• Contact Allsorter Customer Success to discuss your subscription if you need to add additional licences.

• Org admins and org managers can also manually disable unauthorised users if needed, but restricting access at the Salesforce level is highly recommended.

Onboarding with Allsorter Customer Success

Once the integration is complete:

• A CS agent will deliver a live onboarding session to walk you through system features, answer questions, and demonstrate best practices.

• This session ensures all users are fully equipped to get started with Allsorter.