Recruiterbolt and Seven20 (Hotlist Configuration)

Recruiterbolt will work with Seven20 immediately because Seven20 is a Salesforce-based ATS.

Recuiterbolt will be able to:

• Show Salesforce data on selected websites via the Chrome Extension
• Create Salesforce/Seven20 Candidates from any website and selected job boards
• Create Salesforce/Seven20 Accounts from any website

There are additional features our users have asked for, such as adding to a Hotlist. That requires several extra steps but should be configured in a few minutes. The below instructions are for the Contact Code.

Add to Seven20 Hotlist from within Salesbolt

Step 1 - Contact Object

From the Object manager, Navigate to the Contact object 

Step 2 - Create a Link

From the Contact Object, Create a "New Contact Code" link on the Contact

Step 3: Name the new Link

The Label can be anything you want, though is typically "Add Code to Contact", or "Create Contact Code". Whatever will make the most sense for your users.

The Name should start with “sblink_” (without the apostrophes). So it might be "sblink_add_code_to_contact". It's important it starts with "sblink_" as that tells Salesbolt to show it in the Chrome Extension.

Then select the radio link for "Detail Page Link" with the Behavior of "Display in new window"

Step 4: Create the URL.

Your URL will look like 

/lightning/action/quick/Contact.Add_to_Hotlist?objectApiName&context=RECORD_DETAIL&recordId={!CASESAFEID(Contact.Id)}&backgroundContext=%2Flightning%2Fr%2FContact%2F{!CASESAFEID(Contact.Id)}%2Fview

And then Save this new link

Step 5: Add Link to Page Layout 

You'll need to add the new link to the page layout. From the Contact > Page Layout page, add the link to Custom Links

Optional Step 6: Push changes to users

The changes to the page layout should be visible to Salesbolt users within the next 24 hours or so. However, if you are testing this yourself, you probably want to see this right away! Here's how to get Salesbolt to check immediately for changes to page layouts.

Refresh Salesbolt's Salesforce Settings (all users).