Recruiterbolt Prospector — Salesforce Installation Guide

Step 1: Install the app (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000FN8XVUA1)

While installing Salesbolt, if you selected (Install for All Users) everyone in your Salesforce org should have access.

If you selected (Install for Admins Only) or (Install for Specific Profiles Only) then I think you can simply reload/update the package by following the first install step again.

When doing that with any Salesforce Managed Package you will be prompted to this time "Upgrade" you will see the (3) above options here, just select "Install for All Users" before proceeding. You may have already done this while installing, if so you need not do a thing. Just have any other user search for the Salesbolt App within your Salesforce instance.

? Package Install Page

 A screenshot showing the Salesforce package installation page with “Install for Admins Only” highlighted.

Step 2: Assign Permission Set(s)

After installation, grant the correct permissions to your users:

1. In Salesforce Setup, search for Permission Sets in the Quick Find bar.
   
   

2. Locate:
   
   

   • Salesbolt User (standard user access)
     
     

   • Salesbolt Admin (admin-level access)
     
     

3. Open the desired permission set.
   
   

4. Click Manage Assignments → Add Assignments.
   
   

5. Select the appropriate users and click Assign.
   
   

? Note for admins: Ensure you are adding the appropriate permission set — either Salesbolt User or Salesbolt Admin, depending on your requirement.

? Assign Permission Set

 A screenshot of Salesforce showing a permission set screen with “Manage Assignments” and “Add Assignments” buttons.

Step 3: Add Recruiterbolt Prospector to the Account Page Layout

1. Go to Setup → Object Manager.
   
   

2. Select Account.
   
   

3. Open Lightning Record Pages.
   
   

4. Choose the Account page layout you want to update.
   
   

5. Click Edit (Lightning App Builder will open).
   
   

6. In the left Components panel, find Custom – Managed.
   
   

7. Drag Recruiterbolt Prospector onto the desired section of the Account page.
   
   

8. Click Save and Activate if necessary.
   
   

? Lightning App Builder


 A diagram showing the Salesforce Lightning App Builder, with “Recruiterbolt Prospector” being dragged into the Account page layout.

Step 4: Verify Installation

1. Navigate to an Account record.
   
   

2. Confirm that the Recruiterbolt Prospector tab/component appears.
   
   

3. Check that you can see:
   
   

   • Live company data (size, industry, revenue, tech stack)
     
     

   • Contact sourcing
     
     

   • Data signal alerts (role changes)
     
     

   • Job postings and company news