Amplify Present: Set Up

Amplify Present is a document generation feature in Bullhorn Recruitment Cloud (BHRC) that lets recruiters build and send branded candidate presentation documents directly from Salesforce. Admins create and manage presentation templates; recruiters pick a template, select a candidate, and generate a polished PDF or DOCX in one click.

This guide covers everything a Salesforce admin needs to do before recruiters can use the feature.

Before you begin, make sure you have a BH Core API key for the Amplify Present backend. Bullhorn Professional Services or Support can set this up for you.

Enable Bullhorn Amplify Present Named Credential for Callout

Amplify Present uses the Bullhorn Amplify Present EC Named Credential to make authenticated callouts to Bullhorn's backend service. This credential is included in the package.

If the Enabled for Callouts checkbox is already checked, proceed to Configure User Access. If it is unchecked, complete the steps below:

  1. Go to Setup > Named Credentials.
  2. Click Bullhorn Amplify Present to open the record.
  3. Confirm the External Credential field references Bullhorn Amplify Present EC.
  4. Click Edit, check Enabled, and click Save.

Once enabled, Salesforce will use this credential for all outbound requests from Amplify Present. If it remains disabled, document generation and template loading will fail silently.

Configure User Access

Assign the Permission Sets

Two permission sets control access to Amplify Present. Both are included in the BHRC Amplify Actions package.

  • Every recruiter who will use the feature must be assigned BHRC Amplify User Actions.
  • Admins who need to create and manage templates must additionally be assigned BHRC Amplify Present Admin.

To assign a permission set:

  1. Go to Setup > Users and open the user's record.
  2. Scroll to Permission Set Assignments and click Edit Assignments.
  3. Add the appropriate permission set(s) and click Save.

Users without BHRC Amplify User Actions will see an Access Denied screen when they navigate to the Amplify Present tab. Users without Amplify Present Admin will not be able to access the template management view.

If you applied the Known Issue workaround:

You must also assign the permission sets created for the workaround (BHRC Amplify User Actions PDS and BHRC Amplify Present Admin PDS) to all affected users. Without them, Salesforce will block callouts from the manually created credential.

Set Up the Recruiter Quick Action

Recruiters access Amplify Present via an Amplify Present button on the Contact record. Clicking it opens the presentation tool in a new browser tab with the candidate pre-loaded. The action is included in the BHRC Amplify Actions package. To make it visible to recruiters, add it to the Contact page layout:

  1. Go to Setup > Object Manager > Contact > Page Layouts.
  2. Open the relevant page layout.
  3. In the Salesforce Mobile and Lightning Experience Actions section, click the override link if the section is managed by the Org default.
  4. Find Amplify Present in the action list and drag it into the actions bar.
  5. Click Save.

Recruiters will now see the Amplify Present button in the action bar on Contact records.

Set Up the Admin Tab

Admins manage templates from the Amplify Present Lightning tab. The tab is automatically visible to any user with the BHRC Amplify Present Admin permission set — no additional profile or tab configuration is needed.

To open the template management view, navigate to the Amplify Present tab. It opens directly in admin mode for users who hold the BHRC Amplify Present Admin permission set.

Templates are stored in Bullhorn's backend—not in Salesforce. No deployment is required after creating or editing a template. Changes are live immediately.

Verify the Setup

  1. Log in as a recruiter with BHRC Amplify User Actions assigned, open any Contact record, and click Amplify Present in the action bar. The tool should open in a new tab with the candidate pre-loaded.
  2. Log in as an admin with both permission sets, navigate to the Amplify Present tab, and confirm the template management view loads.

If a user sees Access Denied, check their permission set assignments. If the tool opens but templates don't load or generation fails, check the API key on the External Credential.

 

Known Limitations

Amplify Present is currently released as a minimum viable product (MVP). The limitations below are known and expected at this stage of the product. Template portability and backup features are being considered for a future version.

Templates cannot be exported or moved between environments

Templates are stored in Bullhorn's backend service and are keyed by Salesforce Org ID. Because each environment—sandbox, UAT, and production—has a different Org ID, they each maintain a completely separate template library with no overlap.

What this means

  • Templates built in a UAT org are not visible in the production org, and vice versa.
  • There is no export, import, or migration tool. Templates cannot be transferred between environments.
  • Templates created during UAT testing must be recreated in production from scratch.

Use UAT only to validate the recruiter workflow, not to author production templates. Build your production templates directly in the production org to avoid double work.

Template portability is not available in the current release. It is being considered for a future version.

There is no template backup or recovery

The template admin interface has no export or backup function. Templates cannot be downloaded as files or copied in any portable format. If a template is accidentally deleted, it cannot be recovered through the user interface.

If a critical template is deleted and you need it restored, contact your Bullhorn account team.

Templates have a maximum size limit

Templates are stored in Bullhorn's backend as a single record in Azure Table Storage. Azure Table Storage enforces a hard limit of 64 KB (32,768 UTF-16 characters) per stored value. When images are embedded in a template, they inflate the stored payload. With multiple images, the template can exceed this limit.

When the payload limit is exceeded, saving or previewing the template fails with a Failed to save template error.

This limitation originates from the backend storage layer and cannot be bypassed.

Limit the number of images in a template. A single small image is typically safe. If you encounter a save error after adding images, try removing one or more images and saving again.

AI resume generation requires a resume on file in BHRC

When a recruiter generates an AI resume block, Amplify Present reads the candidate's default Resume document (Contact Document record) from Bullhorn Recruitment Cloud (BHRC). If no default Resume is on file, the generated block will display This candidate doesn't have Resume and no AI generation is attempted. Other template blocks and merge tags still work normally.

 

Frequently Asked Questions

Can the feature be disabled for specific users?

Yes. Removing BHRC Amplify User Actions from a user immediately prevents them from accessing the feature.

Does the feature respect field-level security?

Yes. Candidate data used for merge tags in generated documents respects Salesforce field-level security (FLS). Fields the recruiter cannot read will be blank in the output with no error shown.

Can I use templates created in UAT in my production org?

No. Templates are stored per Salesforce Org ID and cannot be shared or moved between environments. See the Known Limitations section for more details and recommendations.