Agents Supported in Salesforce
💡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.
Why Use HeyMilo + Salesforce?
Setting Up the Integration
Watch this video and follow the steps below to learn how to connect HeyMilo in Target Recruit on Salesforce:🛠 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
1
Log in to HeyMilo Admin (https://admin.heymilo.ai)
2
Click the Create Agent button to create a screening agent
3
Fill in the necessary configurations and complete the setup flow
Connect HeyMilo to Salesforce
1
In the Integrate with your ATS tab, click Check Available Integrations
2
Under the Salesforce section, click Connect Now
3
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.
Example: A 10-minute polling interval means HeyMilo will check Salesforce every 10 minutes for updates.
4
Click Connect to finalize the integration
Mapping HeyMilo Agents to Salesforce Jobs
You can map Salesforce jobs with a HeyMilo agent using our agent-ats mapping feature1
From the Actions dropdown on your active agent, select Integrations
2
Scroll to ATS Integration
3
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
4
Next, click Add and save the configuration. Once Mapping is added, you will get a success toast!
Automatic Candidate Sync
Candidates added to the mapped Salesforce job(s) will be ingested into HeyMilo at the configured polling interval.
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.