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Industry: Salesforce

Integration of recruitment portal products to Salesforce CRM

Technology Mindz helped one of the leading recruitment companies to automate the sync of job product database. It seamlessly connects Salesforce Lightning CRM to external recruitment system, which improves the work process and makes it easy for the customer to manage the products data fetching between 2 recruitment agencies CRM

Product:

Integration Products to Salesforce CRM

Date:

July 23, 2021

Category:

Salesforce

The Objective

The client wanted Technology Mindz to integrate the process to manage the products sync between 2 recruitment platforms. With this client was looking to automate the sync of the products and want to avoid manual processing as it is very time-consuming process.

The Challenge

By manually adding the data in the CRM client finding it very difficult to manage the existing data updates and to add new product details. The major challenges for the client without this integration are as follows:

  • Manual product data management
  • Time-consuming process as user needs to fetch the product data one by one
  • Difficulty in real-time fetching all the product information
  • • Challenges to manage existing database updates

The Solution

Technology Mindz reviewed the complete requirement including existing Salesforce CRM interface and provide the following solution:

  • Created sync between recruitment agencies product data and product name to client’s Salesforce CRM
  • Provided functionality to upsert the product data in every 24 hours
  • Created a field to make the batch/queue schedulable to update
  • Developed a product database to store the data into Jobboard_c

Technical Approach

  • Implemented sync of the recruitment company’s product database to a custom object in Salesforce
  • Created a batch class to fetch the data every 24 hours
  • Developed an integration to upsert the product details
  • Developed functionality to store product database into location Jobboard_c
  • Implemented an integration to sync recruitment agencies product data and product name to Salesforce CRM

The Benefits

  • Real-time job updates
  • Information at one place
  • No need to fetch the data manually which makes process time saving
  • Automate syncing of product details including name and variant

The Results

  • Remarkable reduction in time to manage the product updates
  • Helped recruitment team in closing job profiles faster as they got the updates on a single platform
  • Minimized operation expenses
  • Fixed the problem of fetching existing product updates manually