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Indexing / Syncing

Indexing, also referred to as syncing, is the process of sending the a CV into Daxtra and linking it back to the record within Salesforce. This process enables the boolean filter functionality within search.

Record requirements​

To sync a candidate, the following requirements must be met:

  • The Sync Scheduler must be running
  • FirstName and LastName must be populated
  • One of the following must be populated:
    • Email
    • MobilePhone
    • Phone
  • A CV must attached to their record
  • seven20__CV_File_Id__c must be populated with the ID of the CV file
    • Content Document (ContentDocument) record Id
    • If AWS is enabled, this should be the Seven20 Document (seven20__Document__c) Id instead
      info

      When the CV is a Content Document, the latest version is synced

  • A seven20__Sync_status__c has a value of:
    • Index required
    • Re-index required
  • Has a last modified date within 2 days of the index job run time
tip

To enable radial searches while using boolean filter, populate the MailingAddress fields

Once a record has been indexed, the seven20__Daxtra_Id__c field is updated with the Id of the record within Daxtra, this is usually the Salesforce record Id.

danger

Never modify or set the seven20__Daxtra_Id__c field

info

It may take up to 20 minutes for a record to be searchable after indexing