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INTEGRATIONS · EXPERTINI ATS

Salesforce

Two-way with your Salesforce: push placements as CRM contacts, import your Accounts as clients, export your clients back, and turn Salesforce contacts into scoreable ATS candidates — all under your own login.

3 min read · Updated July 2026 · Expertini Editorial

For thousands of recruitment agencies, Salesforce is the system of record for client relationships — and every placement your team closes deserves to land there without re-keying. The Salesforce integration for Expertini ATS connects your organisation's own Salesforce login through the standard OAuth flow, and pushes hired candidates into Salesforce as Contact records: name, email, and role, exactly where account teams expect them.

The connection is honest and minimal: Expertini requests only API access and the ability to refresh it — no marketing scopes, no blanket permissions. Push a hire manually from the Screening & HRIS page with the type-to-search candidate picker, or turn on auto-push so every accepted offer creates the Contact automatically. Every push is logged in your ATS activity trail, linked to the candidate record it came from.

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01The gap this closes: placements invisible to account teams

When placements live only in the ATS, the people managing the client relationship find out late. Pushing each hire into Salesforce as a Contact puts recruiting outcomes in the CRM your account teams already work in — attached to the accounts, opportunities, and follow-ups they run there.

02How the connection works

Connect once on the in-app Connections page with your organisation's Salesforce login — the OAuth consent screen shows exactly what is requested. Your Salesforce instance URL is captured automatically, tokens refresh silently, and disconnecting in either system ends access immediately. Pushes are available manually (with candidate auto-fill) and automatically on accepted offers, both logged with deep links back to the candidate.

03Two-way sync: your Salesforce data working inside the ATS

The connection reads as well as writes, and that is where the real time savings live. Import pulls your Salesforce Accounts into Expertini's Client CRM as prospect clients — matched by name, nothing overwritten, safe to re-run — so an agency's book of business exists in the ATS on day one instead of being retyped over a month. Export runs the other way: clients created in the ATS become Accounts in Salesforce, deduplicated against what already exists there, keeping both systems current without a single copy-paste. And the contact import turns your Salesforce Contacts into ATS candidates — which matters because they don't land in a static list, they land in a real candidate database with CV parsing, full-text search, and resume scoring attached: yesterday's CRM contact becomes tomorrow's scored, shortlistable candidate for a live role.

Every direction is a deliberate action you trigger — import and export buttons on the Clients page and CRM suite, never a background sync you didn't ask for. Each run reports exactly what was created and what was skipped, every action is logged with links back to the records, and disconnecting on either side ends access instantly. Your data, both directions, under your control.

04Included in the subscription

The Salesforce integration is part of the Business plan — CRM, ERP, and accounting connectors sit in the enterprise tier, with no per-push fees or connector surcharges on top. Browse everything on the integrations page.

Engineering notes

Platform architecture & operations

A1Connection architecture

The connection uses OAuth 2.0 against the vendor's own consent screen. The authorisation request names the minimum scopes the features need — the exact scope list is shown in the security-flow panel below, pulled from the same provider registry the application uses. The code-for-token exchange happens entirely server-side (client credentials in the token request body, per the vendor's token endpoint contract); tokens are stored encrypted at rest and are never rendered back to any screen — connection pages show presence, not values.

Token lifecycle is handled at a single chokepoint: expiry triggers an automatic refresh, rotated refresh tokens are persisted, and a refresh that the vendor rejects surfaces as a visible reconnect prompt — never as silently broken features. Revocation works from either side: disconnect here, or revoke in the vendor's own security settings.

A2Write semantics and data flow

Every data movement is an explicit action with a logged result. Writes happen on your click — or automatically only where you enabled a rule (auto-push on hire is off by default, per-provider). Reads — imports of people, accounts, or files — run when you press Import, deduplicate against what you already have (clients by name, people by email), skip rather than overwrite, and report created-versus-skipped honestly, which is why re-running any import is safe by design.

Each action writes a row to the app-activity journal (ats_app_activity): what ran, when, for which record, and the outcome — including the vendor's own error text verbatim when something fails. Usage reporting inside the ATS aggregates that same journal, so integration reporting and integration reality cannot diverge.

Anything that leaves the request path — notification fan-out, webhook delivery, activity journalling, mail — runs in fire-and-forget background threads. A slow external endpoint can never make the interface hang, and a failed side effect is logged rather than silently retried into inconsistency.

A3Operational considerations

Connections are organisation-level and gated to owner and admin roles; recruiters use the features a connection powers but cannot connect, disconnect, or reconfigure. Disconnecting removes stored credentials immediately and stops the dependent features visibly, not silently. Data already imported stays yours and editable.

Imported people arrive marked as imported with conservative privacy defaults — no consent is assumed for anyone who never filled in your application form, and retention defaults apply. Everything written is yours to take: CSV exports and the Data Export app cover the same stores the product itself reads. The exit is as open as the entrance — by design, not concession.

A4Placement in the integration topology

This integration is live in the registry today. One connection per provider unlocks every feature it powers, and the topology grid below shows the neighbouring connectors in the same capability area — statuses come from the same registry that drives the in-app hub, so this page can never claim more than the product does. For anything the catalogue does not cover, Webhooks and Zapier are the generic, documented escape hatch.

Dependency map

Connection typeOAuth 2.0 (vendor consent screen)
Scopes requestedapi · refresh_token
Callback path/apps/oauth/callback/salesforce/
Token exchangeserver-side; credentials in body
Secrets at restencrypted; UI shows presence flags, never values
Action journalats_app_activity — one row per action, vendor errors verbatim
Auto-push rulesoff by default, per-provider, every run logged
Registry statuslive

Interface blueprint

Structural schematic of the surface — panels, hierarchy, and interaction affordances. A contract, not a screenshot.
Connection card
● connected — presence flag
scopes: minimum required disconnect
Actions
push — explicit clickimport — deduplicated
Activity journal
Fig. 1 — Salesforce: structural interface schematic. Panels and states are the contract; data shown is placeholder.

Interaction flow — states, validations, feedback

Every state below is enforced server-side; the interface reports it, it doesn't decide it.
Connectowner/admin clicks Connect on the Connectors page
Vendor consentthe vendor's own screen lists the exact scopes
Token exchangeserver-side callback; secrets never touch the browser
Connectedencrypted store; card flips with presence flag
Explicit actionspush / import / schedule — each one journalled
Consent denied → the vendor's error code surfaces in a toast, namedPlatform keys missing → honest setup pointer, not a silent bounceToken expired → automatic refresh at the chokepointRefresh rejected → visible reconnect prompt, features never break silentlyPlan below minimum → lock card names the exact plan
Fig. 2 — interaction flow: navy = states, gold = server-enforced gates, green = confirmed outcomes; tags list the edge cases and their feedback.

OAuth 2.0 security flow — Salesforce

1
Authorisation requestRedirect to the vendor's own consent screen, naming exactly the scopes below — never more.
2
Identity challenge & consentYou authenticate with the vendor, on the vendor's domain. Credentials never touch Expertini.
3
Server-side token exchangeThe callback at /apps/oauth/callback/salesforce/ exchanges the code using client credentials in request body — entirely server-side.
4
Managed session stateTokens encrypted at rest; automatic refresh at a single chokepoint; presence-flag display; revoke from either side.
apirefresh_token
Scope list read from the same provider registry the application authorises with — this page cannot overstate or understate it.

Neighbouring connectors — Customer Relationship Management

Statuses come from the live registry — browse the full catalogue →

Frequently asked questions

Can I connect Salesforce today?
Yes — connect your organisation's Salesforce login on the in-app Connections page, then push hires from Screening & HRIS or enable auto-push on accepted offers.
What does Expertini create in Salesforce?
Contact records — first name, last name, email, and title. Your Salesforce automations and duplicate rules apply to them like any other Contact.
What permissions does the integration request?
API access and token refresh only. You can review the exact scopes on Salesforce's consent screen and revoke access from Salesforce at any time.
Can I bring my Salesforce data INTO the ATS?
Yes, three ways: import Accounts as clients into the Client CRM, export ATS clients back as Accounts (both deduplicated, safe to re-run), and import Contacts as candidates — who become searchable, parseable, resume-scoreable records in your own candidate database.
Is there an extra fee?
The connector is included on the Business plan — no per-record or per-push charges on top.

At a glance

  • Live today — connect from the in-app hub
  • Hires pushed as Salesforce Contact records
  • Import Accounts as clients · export clients back — deduplicated both ways
  • Salesforce Contacts become scoreable candidates in your own database
  • Optional auto-push on every accepted offer
  • Every action logged, linked to the records it touched
  • No per-push fees on the ATS side

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