Salesforce Configuration
Mapping fields from Prospect to Salesforce
if you have just created or modified salesforce fields, you may need to refresh recuirterbolt's salesforce settings before proceeding with the following steps on integrated sites, recruiterbolt can be configured to automatically populate certain fields within salesforce with available 3rd party data to define which fields in your salesforce org are populated on your browser, click on the recruiterbolt extension icon click on the settings icon at the top of the extension this will open up the recruiterbolt settings page in a new tab under the company wide settings tab, select field mapping and the object type leads , contacts, or accounts you will see a list of fields with a recruiterbolt and salesforce name the left hand column shows the recruiterbolt field values while the right hand column shows the currently mapped salesforce fields you may also add a custom free text value into any salesforce field upon creation you could create a "predefined value" and map this to the salesforce lead source field and then set the predefined value as "created via recruiterbolt" for example to add a predefined value simply click on the predefined value button once you finish the configuration, click save to finish mapping lead fields for lead conversion in salesforce, a lead can be converted into an account, contact, or opportunity recruiterbolt's managed package creates two fields on the lead, each of which you should map to the account / contact the source company url field on the lead, which should be mapped to the source company url field on the account, and the source profile url field on the lead, which should be mapped to the source profile url field on the contact go to salesforce setup in lightning, that's the gear icon in the upper right corner from object manager , select lead and go to the fields & relationships section, then click map lead fields for each custom lead field, choose a custom account , contact , or opportunity field into which you want the information inserted when you convert a lead click save to finish