How to set up applicant forwarding by email inside Bullhorn for Salesforce

Having set up the idibu iframe for syncing your Jobs with idibu to post adverts, you can now proceed to set up applicant forwarding by email.

There are two workflows available for forwarding your applicants. You can either:

a. Forward all applicants immediately into your Bullhorn for Salesforce Job.

OR

b. Review the applicants inside idibu, and only forward suitable candidates to your Bullhorn for Salesforce Job using a preferred idibu ATS status.

This article will walk you through the steps you will need to take inside your Bullhorn for Salesforce account. Your idibu onboarding specialist will then complete the set up of your preferred workflow in idibu.

Create the e-mail service:

1. In Salesforce, navigate to Setup > Email Services > New Email Service and fill out the following:

1. Apex Class: ResumeApplicationEmailHandler
2. Accept Attachments: All
3. Active: True
4. Save

2. Click the “New email Address” button to the right of 'Email Addresses'

a. Create an email address and set idibu.com as Accept Emails From for this Email service

b. Click “Save”

c. Note down the newly created e-mail address - it will be used for forwarding candidates from idibu

3. Configure Inbound Email Handler Configuration Custom Metadata Type
   1. Navigate to: Setup → Custom Code → Custom Metadata Types
   2. Find “Inbound Email Handler Configuration” and click the “Manage records” button on the left side of it
   3. Click “New”
   4. Enter the following values:
      1. Label: idibu e-mail handler config
      2. Inbound Email Handler Configuration Name: idibu_e_mail_handler_config
      3. Application Object Name: Application
      4. Job Reference Field Name: TR1__Job_Number__c
      5. Leave the rest default
   5. Click “Save”

4. Configure Inbound Email Sender Custom Metadata Type
   1. Navigate to: Setup → Custom Code → Custom Metadata Types
   2. Find “Inbound Email Sender” and click the “Manage records” button on the left side of it
   3. Click “New”
   4. Enter the following values:
      1. Label: Idibu e-mail sender
      2. Inbound Email Sender Name: Idibu_e_mail_sender
      3. JobPattern:

Ref:\s(\w*\s?-\w*\-?\w*)

1. Sender Domain: default
2. sourcePattern:

Source:\s([a-zA-Z0-9\s]+)\/

1. Click “Save”

You can now pass the email address you created in step 2. c. to your idibu onboarding specialist, who will complete the set up in idibu, as per your desired workflow from the options mentioned above.