Enabling Copilot for Bullhorn for Salesforce

This article contains the steps to enable Copilot for CandidateClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. records in Bullhorn for Salesforce.

Copilot integrates with Azure GPT and can be used to create candidate correspondence by automatically pulling information from the Candidate record. You can use this to generate email messages, screening questions, pitches, and much more with the click of a button.

Copilot is available to Bullhorn for Salesforce customers at no extra cost. To request this feature, please reach out to your Bullhorn Account Manager.

Enablement Steps

Gather Details from your LLM Provider

To enable the Copilot Lightning Component, you’ll need to set up named credentials using details from your LLM providerClosed An LLM provider is a company that provides access to a Large Language Model such as ChatGPT..

An LLM, or Large Language Model, is a deep learning model that has been pre-trained on vast amounts of data and is used to power generative AI systems such as ChatGPT.

Copilot currently supports Azure’s GPT 3.5 Turbo.

  1. Follow the steps in this document to create an Azure OpenAI instance and gather the required details: Azure OpenAI Services Copilot Instructions
  2. Once you have followed the steps in the linked document, continue to the next section.

Configure Copilot

Once the Copilot package is installed on your environment, follow these steps to configure Copilot:

  1. Under Setup, search and open Named CredentialsClosed In BH4SF, normally used in the context of a login page or access to some feature.
  2. Create a new External Credential called "open_apiClosed 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._azure".
  3. Create a new Principal for the External Credential.
  4. Add a Custom Header with your Azure API key as the value.
    • It should look something like this:
  5. Ensure that Enabled for Callouts is switched on.

  6. Add the External Credential Principal Access to the System Administrator profile, and any other profiles that need access to Copilot.

  7. Create a new Named Credential and add your Azure GPT URL in the URL field.
    • This will be something like: "https://customername.openai.azure.com/openai/deployments/gpt35/chat/completions?api-version=2023-05-15".
  8. Search and open Custom Metadata Types.
  9. Click Manage Records next to Bullhorn Copilot Configuration.
  10. Click Edit.
  11. Enter the name of the Named Credential you created into the Azure Open AI Chat Completion EndpointClosed When two systems integrate, an endpoint is one end of a communication channel. field.
  12. Save.

Add Copilot Lightning Component to Candidate Record Layout

  1. Edit the Candidate record page layout.
  2. Under the Custom - Managed section of components, find bhcp_bullhornCopilot and drag it into your desired location on the candidate record.

Assign Permission Sets

  1. Under Setup, expand Users and select Permission Sets.
  2. Assign the Bullhorn Copilot UserClosed In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies permission set to any users that should have access to Copilot.
  3. Create a new permission set called "Copilot User External Credential" with the User Licence: Salesforce Platform.
  4. Under Object Settings, look for User External Credentials and give Read and View All access.
  5. Go to External Credential Principal Access and add both:
  6. Go to Custom Metadata Types and add bullhorn.Bullhorn Copilot Configuration.

  7. Assign the Copilot User External Credential permission set to all users that should have access to Copilot.

  8. Ensure that the following are added to bhsd exclusions and remote set settings (org-name varies depending on the domain name):

You are now ready to begin using Copilot! See Using Copilot on the Candidate Record for help getting started.