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.
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.
On this page
- The gap this closes: placements invisible to account teams
- How the connection works
- Two-way sync: your Salesforce data working inside the ATS
- Included in the subscription
- Connection architecture
- Write semantics and data flow
- Operational considerations
- Placement in the integration topology
- Interface blueprint & interaction flow
- Frequently asked questions
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.
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
Interface blueprint
Interaction flow — states, validations, feedback
OAuth 2.0 security flow — Salesforce
Neighbouring connectors — Customer Relationship Management
Frequently asked questions
Can I connect Salesforce today?⌄
What does Expertini create in Salesforce?⌄
What permissions does the integration request?⌄
Can I bring my Salesforce data INTO the ATS?⌄
Is there an extra fee?⌄
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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