1.3 Salesforce teams setup
In many recruitment organizations users are often working in different physical offices/ locations or are divided into teams. Jobrock can also work with teams. This article explains how to configure correct team mapping.
| IN THIS ARTICLE |
|---|
| Sync records apex class |
| Associating teams in Salesforce |
| Populating the Jobrock team list |
| Team mapping in the User object |
| Job mapping |
| Verify team mapping |
Sync records apex class
The sync records Apex class is used to inform Jobrock about updates on the Salesforce user object. Through this class, Jobrock will resynchronize the user object, including any linked teams to the user profile.
Available:
In the managed package: 1.59
| Action Name | Sync Records | Required |
|---|---|---|
| Apex Class | Sync Records | Required |
| JR Object Type | User | Required |
| Record Id | Record Id | Required |
| ClientCode | For multibrand | Required in case of multibrand |
| Action | Active, InActive, Delete | Required |
Associating teams in Salesforce
In order to let Jobrock work with teams it is important that a Salesforce user is associated with a team in Salesforce. It is up to the Salesforce admin whether a Global Value Set picklist or different logic is used to make this association.
Note: Jobrock can handle a single but also multiple teams to be associated with a user!
Populating the Jobrock team list
At this moment there is no automated way of adding teams to Jobrock. For the time being the Jobrock teams list needs to be manually maintained in a similar way as the Salesforce teams list.
Step 1: Log in with Jobrock admin user
Go to accounts.jobrock.com and log in with the admin user, received from Jobrock.
Step 2: Teams section
Click on the “Teams” section in the left-side admin menu.
Step 3: Create a new team
Click on “Nieuw team aanmaken” or “Create a new team”.
The team will now be added to the Jobrock teams list.
Note: Jobrock will use this team's list in many places inside the Jobrock software as a filter. Users who are correctly synched to Jobrock will be automatically linked to the teams known in Jobrock!
Team mapping in the User object
Extend the user mapping with the team field (if not already done in 1.2 SSO user setup) in case you want Jobrock to automatically associate users to particular teams.
Step 1: Log in with Jobrock admin user
Go to accounts.jobrock.com and log in with the admin user, received from Jobrock.
Step 2: Go to User object settings
Go to the Admin page and navigate to “Integration”, click “ATS” and select the “User” object in the “ATS Object” (step 4) screen.
Step 3: Map the “TeamID” field
Select the correct value in the “ATS field name” column for the “TeamID”.
Preferred team
After processing the previous steps, Jobrock will now match the user against a team in Jobrock.
A feature that comes in handy in Jobrock is the “preferred team” configuration. Via this feature, a user who has access to multiple teams can tell Jobrock which team(s) is/are their preferred team(s).
Based on this user setting, Jobrock will pre-populate team filter settings with the selected preferred team(s).
Step 1: Accessing the Jobrock user profile
Login to Jobrock and click on the down arrow next to your Jobrock username in the upper right corner and select “My profile” from the drop-down.
Step 2: Select preferred team(s)
In the second drop-down, you can select which team(s) is/are your preferred team(s).
Step 3: Save the preferred team selection
Click on “Save” to keep your current team settings and save this configuration in your profile.
Job mapping
An important object that often works with the teams is the “Job” object.
If you add a team to the “Job” object, make sure the object ends up with a single team. A job should not be related to multiple teams. This field can be added in the “Job” object mapping.
Step 1: Log in with Jobrock admin user
Go to accounts.jobrock.com and log in with the admin user, received from Jobrock.
Step 2: Go to Vacancy object settings
Go to the Admin page and navigate to “Integration”, “ATS”, “ATS Object” (step 4), and “Vacancy”.
Step 3: Map the “Team” field
Make sure the Team field in the “Vacancy” object is properly mapped against the correct ATS team value.
Verify team mapping
A correct team mapping and synchronization have been set up when:
- It is possible to create teams in Salesforce and Jobrock.
- It is possible to map the TeamID in the User and the Job.
- When synchronizing jobs, the team filter in the case overview filters the jobs correctly, see below.
