# Salesforce

> HeyMilo’s AI-powered candidate engagement and screening integrates seamlessly with Salesforce to streamline your hiring process. Every applicant is automatically screened, helping recruiters move faster without compromising on quality.

## Agents Supported in Salesforce

| SMS Agent                                                                                                                                                                                                                                                                            | Resume Agent                                                                                                                                                                                                                                                                                                                       | Voice/Video Agent                                                                                                                                                                                                                                                                                                                                                                                                                           |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ✅                                                                                                                                                                                                                                                                                    | ✅                                                                                                                                                                                                                                                                                                                                  | ✅                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| <p><strong>How does it work?</strong></p><p>As soon as candidates apply, they get a text from Milo with your questions. They respond directly in the thread, just like a real conversation. Once they finish, Milo sends over the voice or video interview invite automatically.</p> | <p><strong>How does it work?</strong><br>Please be advised that the data is not automatically pulled from ATS. You can add resume screening to your agent workflow once the integration is live and your job is connected. Candidates will then be asked to upload their resume to get screened for fit before moving forward.</p> | <p><strong>How does it work?</strong></p><p>After integration and job posting mapping, when a candidate applies to your Salesforce job posting, the candidate's email address is pulled from the application form and the candidate is engaged through email to take the voice/video assessment. Once the candidate has completed it, the candidate's detailed assessment report is attached to their profile in the Salesforce portal.</p> |

{% hint style="info" %}
💡**HeyMilo supports SMS screening across all ATS platforms—as long as a valid phone number (with country code) is provided.** Since most ATSs don’t collect phone numbers by default, be sure to make the mobile number a required field in your job post.

Alternatively, you can enable both resume and SMS screening on your HeyMilo job, ensuring candidates are screened even if their phone number or resume isn’t accessible via your ATS.
{% endhint %}

## Why Use HeyMilo + Salesforce?

<details>

<summary><strong>⭐️ Seamless Candidate Sync</strong></summary>

Automatically sync candidates from Salesforce into HeyMilo, eliminating manual effort.

</details>

<details>

<summary><strong>⭐️ AI Insights Where You Work</strong></summary>

Interview summaries, transcripts, and recordings are written directly to Salesforce, so recruiters and hiring managers can review feedback right inside the platform.

</details>

<details>

<summary><strong>⭐️ Job-Specific Interview Agent Mapping</strong></summary>

Map HeyMilo agents to specific Salesforce job postings to ensure accurate and personalized assessments.

</details>

## Setting Up the Integration

Watch this video and follow the steps below to learn how to connect HeyMilo in Target Recruit on Salesforce:

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbKCgmPgkC7X1VTl62ocK%2Fuploads%2FQjU4GJSE3KXWjBjVEeix%2FRachel%20Valentino_s%20Video%20-%20Jul%2010%2C%202025-VEED.mp4?alt=media&token=d6c0b08e-d5cc-42e3-8c53-cf5c1577e338>" %}

### 🛠 What You’ll Need to Get Started

Before connecting Salesforce with HeyMilo, you'll need:

* ✅ Admin access to your HeyMilo workspace
* ✅ Salesforce credentials (client ID, client secret) and base URL

### Create a Screening Agent

{% stepper %}
{% step %} <mark style="color:blue;">**Step 1**</mark> Log in to **HeyMilo Admin** (<https://admin.heymilo.ai>)
{% endstep %}

{% step %} <mark style="color:blue;">**Step 2**</mark> Click the **Create Agent** button to create a screening agent

<figure><img src="/files/gfITzLWuvbWGq661vPa2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 3**</mark> Fill in the necessary configurations and complete the setup flow

<figure><img src="/files/H3cmZruCsInm1OBEzE6b" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Connect HeyMilo to Salesforce

{% stepper %}
{% step %} <mark style="color:blue;">**Step 1**</mark> In the Integrate with your ATS tab, click **Check Available Integrations**

<figure><img src="/files/swQGRGBlk4S4c71ficlt" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 2**</mark> Under the Salesforce section, click **Connect Now**

<figure><img src="/files/sAPbD7DZoWdquqwUplar" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 3**</mark> Enter Your Salesforce Credentials and Set a **Polling Interval** (1–1440 minutes)

The polling interval determines how often HeyMilo checks Salesforce for new candidates.

* Enter a **lower value** (e.g., `5`) to fetch new applicants more frequently.
* Use a **higher value** (e.g., `1440`) if real-time syncing is not critical.

Make sure to enter the value in **minutes**.

{% hint style="success" %}
Example: A 10-minute polling interval means HeyMilo will check Salesforce every 10 minutes for updates.
{% endhint %}
{% endstep %}

{% step %} <mark style="color:blue;">**Step 4**</mark> Click **Connect** to finalize the integration

<figure><img src="/files/czWsrqsBG6Z8nInuTFGK" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Mapping HeyMilo Agents to Salesforce Jobs

You can map Salesforce jobs with a HeyMilo agent using our agent-ats mapping feature

{% stepper %}
{% step %} <mark style="color:blue;">**Step 1**</mark> From the Actions dropdown on your active agent, select **View Configuration**

<figure><img src="/files/0GpGbPiytMzT03wyqHgf" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 2**</mark> Scroll to **ATS Integration** on the side panel

<figure><img src="/files/XsjfbTlfyn4OL4Vuj8YM" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 3**</mark> Select Salesforce as your **ATS Type**, select **Job Posting ID** as a **Mapping Parameter**, and paste your Salesforce **Job ID** from the Salesforce portal here

<figure><img src="/files/xsUIr4ezaOykUwn5ZeTc" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/9ZoJm9Tcah3XsqzksqXc" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 4**</mark> Next, click **Add** and save the configuration. Once Mapping is added, you will get a success toast!
{% endstep %}
{% endstepper %}

### Automatic Candidate Sync

Candidates added to the mapped Salesforce job(s) will be ingested into HeyMilo at the configured polling interval.

<figure><img src="/files/2HlHziOFvFmBfg8MSSHU" alt=""><figcaption></figcaption></figure>

Each candidate will receive an interview invitation email automatically.

<figure><img src="/files/JwMIz0XSIg4AsNOtOAKP" alt=""><figcaption></figcaption></figure>

### Results & Feedback in Salesforce

When the interview is finished, HeyMilo generates a structured report—complete with transcripts, AI summaries, and scores—and adds it to the candidate’s **Notes** in Salesforce.

<figure><img src="/files/KxmPXGCS5gsTAmTxF5NN" alt=""><figcaption></figcaption></figure>

## Additional resources

For additional information not covered here, reach out to <support@heymilo.ai>.


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