Integrating Salesforce with Allsorter

Connect your Salesforce account to Allsorter to streamline your recruitment processes through seamless data flow and efficient user management.

Step 1: Set Up the Connected App

To begin, the client must set up the Connected App and create a custom button within their Salesforce instance.
All technical setup instructions are available here.

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, 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 assigning, removing, and reassigning licenses.

Step 3: Manage User Visibility

Salesforce account admins can restrict Allsorter access to a specific 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.

• Admins can limit visibility to approved users only by configuring access controls within Salesforce.

• Allsorter can manually remove unauthorised users if needed, but restricting access at the Salesforce level is highly recommended.

Step 4: Onboarding & Demo

Once 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.