Package Setup
Firstly, it is necessary to install the Idibu package into the client's org - contact the Seven20 Product team to obtain the link for the latest package version. Seven20's Idibu package is dependent on the following core product packages:
- Seven20 - Utilities
- Seven20 - Core
- Seven20 - Parse and Match
User setup
Every user who uses the integration should have the following permission sets assigned according to their license type:
- Salesforce user: Idibu
- Salesforce platform user: Idibu Permission set
Both above permission sets contain the same permissions.
Credential configuration
Credential information will need to be obtained from Idibu. The package contains a custom metadata type Idibu Credential and a record of this type named Idibu. Update this record as below using values from Idibu where indicated:
| Metadata field | Value |
|---|---|
| Label | Idibu |
| Credential Name | Idibu |
| Idibu ID | Provided by Idibu |
| Idibu URL | https://v3.idibu.com/c/integration/seventwenty |
| Secret Key | Provided by Idibu |
| Webhook Secret | Define a webhook secret that will be used later when setting up the webhook in Idibu. The value can be a combination of letters, numbers and special characters, which should not use commonly used words, ideally containing a mixture of all 3 types. It must be longer than 8 characters and no longer than 15 characters. |
If the Webhook Secret field is not showing then edit the Idibu Credential Layout and drag Webhook Secret to the information section.
iFrame setup and job board applications
The Seven20 Idibu integration uses an iFrame accessed via the Idibu Iframe custom component that can be added to any Job lightning record page.
Posting jobs
The user can construct and post job vacancies to the desired job boards via the iFrame component. In order to post a job vacancy to Idibu, two conditions must be met:
-
The seven20__Send_to_Idibu__c field on the Seven20 Job record must be checked
-
The required fields must be populated in the iFrame
All the required fields will be auto-populated from the Job record to the iFrame.
Receiving job board applications
When an application is received from Idibu via the webhook, a Job Board Application record will be created in Seven20, along with a Contact record if the candidate does not already exist.
Webhook setup
Create a site in Salesforce
- In Salesforce setup create a site and copy the created site's URL
- Assign permissions to the Site as follows:
| Permission Type | Name | Value |
|---|---|---|
| Apex Class | seven20.IdibuWebhook | Enabled |
| Custom Metadata Types | seven20.Trigger Action | Enabled |
| Object | Account | Read, Create |
Configure and confirm the webhook in Idibu
- Login to https://v3.idibu.com
- Navigate to the System settings and click 'Add Webhook'
- In Payload URL paste the Salesforce site's URL appended with /services/apexrest/seven20/PushCandidate/
- Set Content Type to application/json
- Populate Secret with the Webhook Secret previously entered into the Idibu Credential custom metadata record in Salesforce
- Tick Enable SSL verification
- Select Let me select individual events and then tick Candidate
Only users set up as an admin in Idibu will be able to access the system settings.
Job Recruiter metadata configuration
There is a Seven20 Configuration Metadata record that can be used to control which Job field is used to set the owner of candidates and Job Board Applications created via the webhook:
| Field | Value |
|---|---|
| Developer Name | Job_Recruiter_Field |
| Value | API name of any user field on the Job object. The default value is OwnerId |
Setting up multiple currencies
Jobs sent to Idibu will use the Currency (CurrencyIsoCode) value from the Job record; all required currencies must be enabled in Idibu via System Settings -> Currencies.