Salesforce User & Connected App for Matador Jobs

Matador Jobs Pro connects to Salesforce and Salesforce platform ATS partners via an API User and Connected App. This guide will help you get those set up in your Salesforce platform.

Prerequisites

In order to set up the Salesforce API User and Connected App, you will need:

• A Salesforce login with adequate permissions to create users, modify permissions, and modify and create connected apps.
• Access to the primary email address for the Salesforce installation.

Before You Begin

Before you begin, open up a text editor file to save various pieces of connection information. In some cases, these pieces will be shared with you only one time at generation. After you complete this process, it is recommended you save these pieces of connection credentials to a team-shared password manager or secure file manager.

You will collect the following:

• Salesforce Environment Name
• Salesforce API Username
• Salesforce API User Password
• Salesforce API User Security Token
• Salesforce Connected App Consumer Key
• Salesforce Connected App Consumer Secret

Get the Name of Your Salesforce Environment

Log into your Salesforce application. The name of your salesforce environment is located in the URL you access as a logged in user. Your URL will end with .my.salesforce.com/ and your environment is everything before that.

The below is an example, with the environment name enclosed in double curly braces:

https://{{salesforce-environment-name}}.my.salesforce.com/

In the above example, the word salesforce-environment-name is the environment.

Matador Jobs Pro can also work on Sandbox or Testing environments, but you need to include the full part of everything before the dot and word “my” begins.

https://{{salesforce-environment-name.sandbox}}.my.salesforce.com/

Setting Up A Salesforce User w/ Security Token

Now, you will need to create a user in your Salesforce system. This user should be able to read all the tables for your job, submissions, and candidates as well as tables they reference (via pickers, etc).

Salesforce User Profile for Matador/API Access

To ensure optimal performance, you should use or setup a separate user profile for this user.

• Log into Salesforce with admin-level privileges
• In the top-right, click on the gear icon to enter Setup.
• On the sidebar menu, locate and expand “Administration”
• Click on “Profiles” to access the profiles menu.
• Depending on your setup, you may have a profile already set up for a similar use case, or you can clone (or edit) the “Minimum Access – API Only Integrations” default profile provided by Salesforce.
  • To clone a profile, click on it and then click “Clone” at the top left.
• To view the profile, click on its name. Find “Password Policies” in the Profile settings.
• Edit Password Policies and set passwords to never expire. This prevents a behind-the-scenes password expiration from disabling your Matador Jobs integration.

Create Salesforce User & Password

Now create a user on that user profile.

• Log into Salesforce with admin-level privileges
• In the top-right, click on the gear icon to enter Setup.
• On the sidebar menu, locate and expand “Administration”
• Click on “Users” to access the users menu.
• Click “New User” at the bottom of the screen.
• Create a user with at least the following fields:
  • Set first name to “Matador”
  • Set last name to “Integration”
  • Allow alias to be automatically set, or set an alias.
  • Set an email address for the user, ideally directed to a shared mailbox.
  • Username will be auto-set from the email address.
  • Allow nickname to be automatically set, or customize it.
  • Under User License select “Salesforce Integration”
  • Under User Profile, select the profile defined in the previous step.
• Click “Save New User” at the bottom of the screen.

An email will be sent. Follow the link the email (ideally in an incognito/private browsing window) to set a password. Save this password. Exit the window.

Save to your credentials document the Salesforce Username and Salesforce User Password.

Salesforce User Security Token

Now, create a Salesforce User Security Token for the API User:

• Log into Salesforce with admin-level privileges
• In the top-right, click on the gear icon to enter Setup.
• On the sidebar menu, locate and expand “Administration”
• Click on “Users” to access the users menu.
• Locate your new API User. You may need to update the view to “All Users”
• Next to the user name, click “Login”. This will open a new window with you logged in as the Integration User.
• Click on the round circle on the top right to expand the user profile menu. Select “Settings” in the menu.
• On the right sidebar menu, find and expand “My Personal Information” and then click on “(Re)Set My Security Token”. Click the button on the screen to send a security token.
• Since logging in as the API User, a banner is at the top of the screen. It says “You’re logged in as {User}” Click “log out of {User}” to resume using Salesforce as your admin user.
• This will send an email to your email address with the security token. Save this token.

Set Up A Salesforce Connected App for Matador Jobs

Now we need to create the Salesforce Connected App for Matador Jobs. This requires some advanced knowledge of Salesforce’s platform and it is recommended you get the help of a Salesforce admin or your distributed app’s technical support team.

• Log into Salesforce with admin-level privileges
• In the top-right, click on the gear icon to enter Setup.
• In the sidebar, search for “App Manager”
• Click “New External Client App”
• This brings up a dialogue offering you to create a “Client Connected App” or a “External Client Connected App.” Select “Client Connected App”
• In the first section, under “Basic Information” fill out the following fields:
  • The app name will be “Matador Jobs for Salesforce”
  • The API App name is safe to allow to be auto-populated
  • Enter “team@matadorjobs.com” for the Contact Email
  • Other fields are optional
• In the second section, titled “API (Enable OAuth Settings)”, fill out the following:
  • Check the box “Enable OAuth Settings”
  • The callback should be set to https://{your-salesforce-environment}.my.salesforce.com/services/oauth2/callback (replace the part in curly brackets with your Salesforce environment from the beginning of this guide.
  • Under Selected OAuth Scopes, select the following:
    • Full Access (full)
    • Manage User Data via APIs (api)
    • Perform requests at any time (refresh_token, offline_access)
• In the second headlined “Security”, do the following:
  • Check “Require Proof Key for Code Exchange”
  • Check “Require Secret for Web Server Flow”
  • Check “Require Secret for Refresh Token Flow”
  • Check “Enable Client Credentials Flow”
  • Uncheck/Leave Unchecked all other boxes.
• (Optional, Recommended) In the section headlined “Custom Connected App Settings”, do the following:
  • Under “Run As” click and add the previous setup user as the user who will run actions on this app.
• Save the settings.

You will be redirected to a screen that may warn you it may take up to 10 minutes to set up your app. You may need to return in several minutes to see the next step.

• From the Connect App screen, view the Connected App details.
• Click “Manage Consumer Details”
• This may trigger a security/identity verification step (2-factor authentication). If so, follow the prompts.
• Copy-Paste the Consumer Key and save it to your credentials document.
• Copy-Paste the Consumer Secret and save it to your credentials document.

After your app has Consumer Credentials, go back to the connected app screen and “Manage” the app. Do the following:

• “Edit Policies”
• Under “IP Relaxation” select “Relax IP Restrictions”
• Save the settings.

Next Step: Connect Your Site to Salesforce

Now that you have your Salesforce credentials, you can connect your site to Salesforce in the Matador Jobs settings. Return to the platform or package guide to continue your setup.