Textkernel Search + Match: External Searches and Import Candidates Configuration Guide

This configuration guide is designed for Salesforce System Administrators. Please see Textkernel Search + Match: Overview for general information and a list of guides designed for end-users.

Overview

This article covers configuration steps for the External Job Board A website where open jobs are advertised Search and Import Candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. functionality of the Textkernel Search + Match integration.

Prerequisites

The prerequisites to use this feature are:

• The Org is upgraded to the Bullhorn for Salesforce 2020.10 GA Release (Package Version 5.31.2) or newer.
• The integration with Textkernel Search + Match is configured.
• Users have the required credentials for the external Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. Boards they want to activate.

Steps

Configure Textkernel Searcher Authentication Custom Metadata Type

This step requires details for the External Searchers supported in Textkernel that you want to activate. See Supported External Job Boards for a full list of supported job boards and configuration requirements for each. Some are configured out of the box but they will still need to be activated.

For each job board you want to enable, repeat the following steps:

1. Go to Setup > Custom Metadata Types > Textkernel searcher authentication.
2. Fill in the following fields:

The fields in this table are the only fields used for this configuration. Any other displayed fields can be ignored.

Add Components Related to Searcher Access

System Administrators access two components for managing Textkernel Search + Match:

• Textkernel Management - This is for environment credentials and indexing.
• Textkernel Searcher Access Management - This is to manage Searcher Access and may have multiple sections if access to external boards is given per User, Profile, or Group.

A third component needs to be added and accessible to all users:

• Job Board Credentials Management - This is where each user can enter or change the credentials for external job boards they have access to.

How these components are displayed, labeled, and who has visibility to them is up to the System Administrator. The steps below are for reference.

Create a Textkernel Management page if one is not already set up.

1. Go to Setup > Lightning App Builder > New > Create new Lightning Page (App Page).
2. Enter a Label of TextKernel A BH4SF partner. One of the Search and Match / Resume Parsin services providers integrated with BH4SF Management.
3. Select a page layout with three sections.
4. On the Edit page, add custom components. The number and type of these can be customized to suit the needs of the Org. The screenshot below includes the following:
   • Textkernel Management custom component in the top section.
   • Textkernel Searcher Access Management custom components on the bottom left (User) and right (Profile). The Searcher Access Management component can show either User, Profile, or Groups using the Row Type dropdown on the right hand side.
     
5. Save and activate for System Administrator Users only, or other Users as required.
6. Repeat the same steps to add a Lightning Page for the custom component called Job Board Credentials Management. This page should be accessible to all Users.
   

Configure Textkernel Searcher Access Management

Navigate to the Textkernel Management Page that was created in the previous step to view all the External Search job boards that have been configured and activated in the Textkernel searcher authentication Custom Metadata Type. Here, enable access to the job boards using one or a combo of the options (per User, Profile, or Group). Users will not see the job board tabs in Textkernel Search + Match until they are enabled on this page.

When the Searcher Access Type is set to User Specific there is an additional step. Users will need to enter their personal credentials in the Job Board Credentials Management page before being able to search in Textkernel Search + Match.

Import Candidates Configuration

Go to the Textkernel Management tab > Manage Custom Settings and fill in the Import field with an endpoint URL for Textkernel Import API API, or Application Programming Interface, is used by customers to create custom career portals or to take advantage of Data Mirror/DataMart. Bullhorn prefers to use REST API. (provided by Textkernel).

Schedule the BHTK_CandidateImportBatch and BHTK_ImportRequestBatch Apex classes using the Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Import Scheduling Script below. Execute the following script in Setup > Developer Console > Debug > Execute Anonymous Window:

Datetime currentTime = Datetime.now();
String minuteValue = String.valueOf(currentTime.minute());
if (minuteValue.length() == 2) {
    minuteValue = minuteValue.substring(1);
}
String secondValue = String.valueOf(currentTime.second());
for (Integer i = 0; i < 6; i++) {
    String jobName = 'BHTK_CandidateImportBatch: Job ' + String.valueOf(i + 1) + ' of 6';
    String cronExpression = secondValue + ' ' + String.valueOf(i) + minuteValue + ' * * * ? *';
    System.schedule(jobName, cronExpression, new TR1.BHTK_CandidateImportBatch());
}
System.schedule('BHTK_ImportRequestBatch', '0 0 0 * * ? *', new TR1.BHTK_ImportRequestBatch());

To check if the job is running, go to Setup > Scheduled Jobs A job (vacancy, position, role) is an opening for which a customer's client needs a placement..

Supported External Job Boards

Check with Textkernel about the format of the credentials (json) and access to job boards as they may change.

Information about Job Boards with an Integration Type of Broadbean

Textkernel has partnered with Broadbean to make a number of Job Boards available in Textkernel Search + Match, but there is a cost to enable them since adding Broadbean job boards requires additional licenses. The Broadbean job boards are not included in Textkernel Search + Match standard integration. Adding Broadbean job boards to a custom Textkernel Search + Match integration can be discussed before Textkernel Search + Match implementation.

Information about Job Boards that use Google API for Search

Orgs with over 100 users will be required to have their own Google API key to access sources that Textkernel Search + Match queries via Google API.

Textkernel Searcher Authentication Configuration