Bullhorn for Salesforce Release Notes

October 2019 (2019.10 Release) - Package Version 3.399

There are two upgrade options available to you:

Upgrade Option 1	Upgrade Option 2
Technical upgrade	Everything listed in Upgrade Option 1
Bug fixes and various performance/security enhancements	Various feature enhancements
Option to Move to Lightning*	Additional customization options

Upgrade Option 1: Technical Upgrade

Reasons to perform a technical upgrade to 3.399:

• This move will get you on the latest release - allowing you to take advantage of bug fixes and various performance/security enhancements, as well as making it much easier for you to upgrade in the future to each new release.

  • Being on the latest release is important for customers to get the most from our solution. Read more about our release process and strategy here.

• For clients A Company is the organization where the contact works. This can also be called the Client. who have not moved to or tested Lightning, this upgrade will offer the ability to switch to Lightning.

• Being on the latest version will often give you the choice to enable and adopt new functionality, but it's not required. ATS v2 is a great example of a new feature you have access to if you're on the latest release, but it's up to you to decide if you want to work with our PS team to migrate and adopt it.

What's New?

Classic

• New Add To Call List Component.
• New UI for the Conversion pop-up on Consulting Closing Reports that is inspired by Lightning.
• Daxtra A BH4SF partner. One of the Search and Match / Resume Parsing services providers integrated with BH4SF Integration (resume parsing and search + match features) and ATS v1 can now be used in the lightning experience.
• Resume Manager: If you use a private model in your sharing settings and the Template In BH4SF, this mainly refers to email templates object is set to private, users will only see the templates they have access to in the Select Template drop-down menu.
• New Lightning inspired Send Email pages for both the Standard Call List and Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Marketing Call List. This allows for the following:
  
  • Templates are supported (text, custom, HTML types).
  • Logged in user has access to all "Available to use" templates that are in folders shared with them.
  • Additional merge fields are supported for relevant objects. For example, the Contact object will be used if the template is sent from the Call List, and Send Out The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. will be used if sent from the Send Out Schedule.
  • Attachments: With the New Attachment button, you can upload documents from your desktop, or select documents that are shared with you within your Org.
    
    

    The maximum file size per attachment is 2MB. An email cannot exceed 10 attachments or 10 MB in total file size.

Lightning

The following features have been redesigned to work in Lightning:

• Document Parser
• Call List
• Job Lead Name of BH4SF custom object. It stores details about a Job position not yet advertised or confirmed by a potential Client. Once the Client agrees to use the recruiter's services to fill the open position, then a Job Lead can be converted into Job record.

Upgrade Option 2: Feature Enhancements

Note that minor configuration is required for these feature enhancements.

What's New?

In the past year, we have been focusing on stabilizing the application, and have also developed feature enhancements and customization options for existing features. These were driven by requests from our customers.

• ATSv1: Customers who have already switched from Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. and Candidate Manager to ATSv1 will have a more stable product due to the various bug fixes. A few enhancements have also been added.
  • Some configuration is required for those switching to ATSv1 for the first time. See Job ATS v1: Application Tracking System Basics and Candidate ATS v1: Application Tracking System Basics for more information.
• Mass Placement The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office. for ATSv1: This is the ability to move up to 500 candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. at one time. This can be done from Long List Name of a BH4SF custom object. It 'captures' Candidates that look like a good match for a Job, before the actual hiring process begins. It's like a list of potential candidates to Closing Report Fifth Stage of Job placement flow, a Candidate that reaches the Closing Report Placement stage has been assigned to a job. In BH4SF, a 'Closing Report' is a record that captures all the information related to the newly filled position (name of Candidate, position, salary, start date, which recruiter gets credit for the hire etc.), or directly from Search and Match results to Closing Report.
  • See Mass Placement for more information.
• Contact LookUp Filtering: Controls which Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). are shown in Contact lookup fields used in various areas of Bullhorn for Salesforce.
  • See Contact LookUp Filtering for more information.
• Add Call List Member Based on Contact Record Type: This feature allows you to control which existing call list contacts can be added to from the ATS, List Views, and Search & Match.
  • See Add Call List Members based on Contact Record Type for more information.
• Cap Number of Contacts Per Account to 10k: Best practice is not to go over the 10K limit of Contacts per account. A new automation will create a new default parser account once the account limit has been reached.
  • See Max 10K Contacts per Account for more information.
• Daxtra Integration - New Field Mapping Options: This release will introduce a new, more flexible process on how to map resume data in to Bullhorn for Salesforce.
  • See Daxtra Integration: new architecture for resume to Contact field mapping for more information.
• New Custom Settings: With this release we are introducing a few new custom settings. For example, Do Not Attach Resume In Call List and Enable Consent In BH4SF , Consent is used in the context of GDPR or similar data privacy processes. Candidates or Clients are usually asked to consent to the storage or sharing of their personal data. Check Enforcement.
  • See New Custom Settings for 2019.10 GA Release for more information.

New Feature: ATS v2 - Newly Designed Application Tracking System

ATS v2 is based on a simplified, more efficient data model and makes use of the flexibility and improved user experience offered by Lightning.

Main Features

• Intuitive UI included on the Job page layout that offers two different views: List and Kanban.
• Mass Placement.
• The ability to mass add to the ATS from Search and Match results, Call Lists A Mass Mailing tool that's used to mass mail a list of candidates or clients, and Job Board A website where open jobs are advertised Applications.
• There are many customization options offered for data entry and page layouts.
• Separate components developed for Job and Candidate tracking systems.

For more information, check out the related documentation:

• Job ATS v2: Application Tracking System Basics
• Candidates ATS v2: Basics for Monitoring Candidate Progress
• ATS v2 Mass Placements

What Else is New?

• Lightning Readiness: There has been extensive testing and numerous bug fixes of the core product functionality in Lightning.
  • We encourage you to look at the transition to Lightning with confidence and schedule the conversion soon. We will assist you with any issues you encounter with your package customization.
• Middleware: To circumvent limitations of the Salesforce platform, we added a middleware layer that allows us to run services for features outside of the platform (e.g. mass mailing, consent, and Search and Match).
  • Another benefit of using a middleware is that some fixes can be done in the background without the need to upgrade to a new package or patch.
• Security Enhancements: Development work has been completed to make external integrations safer (e.g. Community, Job Boards, and Timesheet Portals).
• Bug Fixes: For a full list please click here.
• Sunsetting Features - Old Daxtra: Please note that we are not disabling the old Daxtra, but we will no longer support it. You can continue to use the old Daxtra or move to Daxtra Search & Match.