Sourzer in Your Salesforce Interview Plan
Automate candidate screening in Salesforce. AI interviews via voice, video, or SMS sync scores, summaries, and SMS conversations directly to candidate Notes. Configurable polling, multi-agent support, and secure API connectivity.
- Multi-agent support
- Configurable polling
- Reports to Notes
- Secure API connectivity
Built for Enterprise Recruiting
Salesforce users need reliable, secure integrations that work at scale. Sourzer connects via API with configurable sync intervals, writes AI summaries, SMS, resume, and voice/video agents, and writes comprehensive reports directly to candidate records.
Multi-agent support
SMS screening, resume analysis, and voice/video interviews — all available for your Salesforce jobs. Use the right agent for each role.
Configurable polling
Set sync intervals from 1 to 1440 minutes. Frequent checks for high-urgency roles, daily polling for long-running searches.
Reports to Notes
Complete interview reports write to candidate Notes — AI summaries, scores, transcripts, and links to recordings — all in the candidate record.
Secure API connectivity
Connect Sourzer to Salesforce via credentials client secret-based OAuth. Enterprise-grade URL configuration, data sovereignty, and governance built in.
How to Set Up Sourzer's Integration with Salesforce
Connect Sourzer to Salesforce
In Sourzer Integrations, select Salesforce and enter your instance URL, client ID, and client secret. Authorize data access for candidates and jobs.
Create a Screening Agent
Build a Sourzer AI agent: configure the job context, evaluation criteria, screening questions, and the candidate invite channel.
Map Jobs to Agents
In Sourzer, map each Salesforce job to a specific screening agent. Set polling frequency and configure auto-advance logic for top candidates.
Candidates Screen & Data Syncs
Sourzer automatically screens candidates as they appear. Reports write to candidate Notes in Salesforce. Scores and links sync automatically.
What Your Team Sees
Completed assessments write structured data directly to candidate profiles—your team can immediately act on it.
- AI-generated candidate summaries in Notes
- Interview scores for quick evaluation
- Full transcripts for detailed review
- Direct links to audio/video recordings
- Structured reports accessible to your entire team
Jordan Mitchell
Applied for Backend Engineer
AI Score
Strong Match
Scores
AI Summary
Strong technical background with 4+ years experience. Excellent communication skills demonstrated throughout interview. Recommend advancing.
Flexible Screening Workflows
Voice interviews, video assessments, SMS qualification, or resume screening — combine multiple steps in a single workflow for comprehensive candidate evaluation.
End-to-end AI Recruiter FAQs
Got questions? We've got you covered. Here are quick answers to the most common Sourzer + Salesforce integration questions.
Go to Sourzer Integrations, select Salesforce, and enter your instance URL, client ID, and client secret. Authorize data access, map your jobs to agents, and you're live.
All Sourzer agent types work with Salesforce — SMS screening, resume analysis, voice interviews, and video assessments. Configure the right agent for each job.
When triggered, Sourzer sends a personalized SMS to the candidate. The conversation and results are captured and synced back to their Salesforce Notes record.
Sourzer pulls the resume attached to the Salesforce candidate record and runs an AI analysis as part of the interview workflow.
AI summaries, scores, transcripts, PDF reports, and recording links all write to candidate Notes in Salesforce. Completely structured and accessible to the whole team.
Yes. Polling frequency is configurable per agent — from every minute to once daily. Tune it based on your hiring urgency and Salesforce API limits.
Yes. Sourzer connects via OAuth 2.0 using your Salesforce credentials. No passwords are stored. Data encryption in transit and at rest.
Yes. The structure of what gets written to Notes, field naming, and included sections can be customized to match your Salesforce data model.
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