1.1 Jobrock app installation
This article explains how to install the latest version of the Jobrock app in Salesforce. In this document, you will log in to Jobrock and follow the steps of the "ATS integration" setup flow in the Jobrock admin module. During the chapters of this article, you will also access the Salesforce environment several times.
Where to start Jobrock app installation?
To start the Jobrock app installation, follow the steps below:
Step 1: Jobrock admin login
Login to Jobrock via accounts.jobrock.com with the admin user (Jobrock provided credentials during the client creation process).
Step 2: ATS Integration
Go to the ATS Integration screen in the Jobrock admin module via Admin > Integrations > ATS.
ATS integration - Step 1: ATS selection
Select the ATS which will be used and click on step 2 Installation to proceed to the next step.
ATS integration - Step 2: ATS installation
The next step is to install the latest version of the Jobrock app in Salesforce and update the client details on the Jobrock setup page accordingly. To install the Jobrock app, follow the steps below:
Configuration requirements
Enabling Username-Password Flow
By default, username-password flows are blocked in organizations created in Summer '23 or later. To enable this feature in your Salesforce org, follow these steps:
- Go to Setup.
- Search for "OAuth and OpenID Connect Settings".
- Select "OAuth and OpenID Connect Settings".
- If "Allow OAuth Username-Password Flows" is disabled, enable it by using the toggle button.
Step 1: Get the latest Jobrock package
To successfully install the Jobrock app, ensure you install the latest managed package version of the Jobrock Salesforce app.
READ MORE: Check the latest Jobrock package here!
Step 2: Install Jobrock package in Salesforce
Click on the link of Jobrock's latest package and log in to the correct Salesforce environment. Select Install for Admins Only in the installation confirmation step.
READ MORE: It’s important to assign the correct JR permission set to each user. For recruiters, you can assign them to the “Jobrock - Recruiter Access” permission set.
Step 3: Update the Jobrock setup page
Go to the Jobrock setup page in Salesforce. This page can be found by searching for "Jobrock setup" in the "Search App & Items" field in Salesforce.
Step 4: Add Jobrock verification details
In the verification block the following details, which were provided by Jobrock, should be added:
- Company Name: Enter the client code received from Jobrock here
- Company Code: Enter the client code received from Jobrock here
- Hub environment: Always select the 'Production' option from the dropdown. The 'Sandbox' option does not apply to a Jobrock 'test' environment because, in essence, it's a 2nd production environment.
Step 5: Return to the Jobrock admin screen and continue with step 3: ATS settings.
ATS integration - Step 3: ATS settings
Now the latest version of the Jobrock app is installed in Salesforce, the ATS settings need to be provided in Jobrock.
NOTE: Before you continue, please check whether the permission set "Jobrock - Admin Access" is assigned to the Jobrock API user.
Step 1: Enter the required Salesforce API details
Provide the following fields with the correct values:
- Salesforce login URL
- Salesforce instance URL
- Email address of the API user (generated by Salesforce admin)
- Password of the API user (generated by Salesforce admin)
- API user token (optional and generated by Salesforce admin)
Step 2: Save API details
Click the Save button to save the entered API details.
Step 3: Verify API user in Jobrock
Click the Verify button to check the provided details. Once a "Verified" message is showing on the screen, the Salesforce API user is successfully linked to Jobrock.
ATS integration - Step 4: ATS objects
The configuration of the ATS objects is not required (at this moment) to successfully install the Jobrock Salesforce app. We address the configuration of each ATS object in separate articles.
ATS integration - Step 5: ATS default settings
In the final step of the ATS integration, you must enter a default workflow and a default status.
Configuring the default workflow name and status is important if a contact in the workflow record is submitted without specifying a workflow name and status in the payload. If these parameters are left empty in the payload, Jobrock will automatically assign the configuration saved here.
Multi-brand set-up
This chapter is only required in case of a multi-brand setup. To enable a multi-brand setup, sub-brands of the client need to be specified. Therefore access to Salesforce is required.
Follow the steps below for the multi-brand setup in Salesforce:
Step 1: Enable multi-branding in Salesforce
Go to the Jobrock setup page in Salesforce and enable Multi-branded setup.
Step 2: Create sub-brand(s)
Use the Add Sub-brand link to create a new sub-brand.
Step 3: Add name and client code for sub-brand
Enter the Company Code ("Client Code") in both Company Name and Company Code fields. The company code is provided by Jobrock after the requested new Jobrock environment has been created.
