Upload resumes/ CV to Salesforce from FileCloud using resume/ CV parser.
Upload resumes to Salesforce from FileCloud using resume parser. This is an automated process and needs one-time setting using Zapier. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Salesforce from FileCloud using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
- Select FileCloud at Zapier (www.zapier.com) And authorize your account with Zapier.
- Select one of these options :
New File Upload
Triggers when a new file is uploaded
- Based on option selected - set the rules and test it. And Click Finish
Step 3: Choosing the Action App: CandidateZip
- Similar to the trigger app, now you have to choose the action app which is CandidateZip.
- Select CandidateZip action: Choose from the various options according to your needs:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - Select CandidateZip Account: Connect your CandidateZip account.
- Set up CandidateZip Resume: Fill in the following fields:
- File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
- Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox) - Send Test Resume to CandidateZip OR Skip Test:
(We recommend send test resume to CandidateZip to avoid any possible issues later.)
On a successful test, click Add a Step to add the target app, where you want to store extracted information.
- Select option of Create Contact.
- Authorize Salesforce Account account
- Map Salesforce fields with CandidateZip fields like First name, Phone, Country, email, current employer etc.
- Finish this zap
Step 5: Final working
Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring FileCloud. And with in few minutes that attachment data will be inserted into your Salesforce.
Disclaimer
FileCloud, Salesforce, Zapier, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.
Upload resumes/ CV to Salesforce from FileCloud using resume/ CV parser.
Upload resumes to Salesforce from FileCloud using resume parser. This is an automated process and needs one-time setting using Workato. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Salesforce from FileCloud using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
Step 3: Choosing the Action App: CandidateZip
- Similar to the trigger app, now you have to choose the action app which is CandidateZip.
- Select CandidateZip action: Choose from the various options according to your needs:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - Select CandidateZip Account: Connect your CandidateZip account.
- Set up CandidateZip Resume: Fill in the following fields:
- File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
- Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox) - Send Test Resume to CandidateZip OR Skip Test:
(We recommend send test resume to CandidateZip to avoid any possible issues later.)
On a successful test, click Add a Step to add the target app, where you want to store extracted information.
CandidateZip will then push these intelligent data sets into Salesforce for quick and easy reference.
- Select Salesforce as application.
- Select action as Create object.
- Connect to the authorized salesforce account .
- Select any standard or custom salesforce object.
- Select the fields parsed from CandidateZip in which data is needed to be inserted, such as email, first name, last name etc.
- Finish this recipe
Step 5: Final working
Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring FileCloud. And with in few minutes that attachment data will be inserted into your Salesforce.
Disclaimer
FileCloud, Salesforce, Workato, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.
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