Which permission sets are required?

Assign Salesbolt User to end users and Salesbolt Admin to admins. Admins setting up the app should assign themselves both.

Where do I place the component?

In Lightning App Builder, drag the Recruiterbolt Prospector component onto the Account page, then Save and Activate.

How do I map Recruiterbolt fields to Salesforce objects?

Open the Salesbolt Setup app → Recruiterbolt Field Configuration. Choose an Entity Type (e.g., Company, Jobs, News), enter the target Object API Name, click Add Object, then map each Recruiterbolt field to a Salesforce field and select Create/Update behavior.

Recruiterbolt Prospector — Salesforce Installation Guide

📘 Recruiterbolt Prospector — Salesforce Installation Guide

Follow these quick steps to install and activate Recruiterbolt Prospector in your Salesforce org.

On this page

Install the Package
Assign Permission Sets
Add to Account Page
Verify Installation
Configure Objects & Field Mapping
Troubleshooting & Support

Step 1

Install the Package

Choose your org type and follow Salesforce’s installer.

Install in Production (Get it Now) Try in Sandbox

Log in with your Salesforce credentials.
Choose Install for Admins Only (recommended for initial setup).
Click Install and wait for the confirmation email from Salesforce.

Tip: If the installer asks for access, choose “Grant access to third-party websites” to enable enrichment endpoints.

Step 2

Assign Permission Sets

Go to Setup → Permission Sets.
Locate the following sets:
- Salesbolt User — standard access
- Salesbolt Admin — admin-level access
Open a permission set → Manage Assignments → Add Assignments.
Select users → Assign.

Admin note: Assign yourself both Salesbolt Admin and Salesbolt User during setup.

Step 3

Add Recruiterbolt Prospector to the Account Page

Go to Setup → Object Manager → Account.
Open Lightning Record Pages and pick your Account page → Edit.
In the left Components panel, find Custom – Managed → Recruiterbolt Prospector.
Drag it into your desired section.
Save → Activate (select the appropriate app/profile/record type if prompted).

Step 4

Verify Installation

Open any Account record and confirm:

Recruiterbolt Prospector component is visible
Company enrichment (industry, size, revenue, tech stack) loads
Contact sourcing options are present
Hiring signals (job posts, role changes, news) display

Step 5

Configure Objects & Field Mapping

Map Recruiterbolt entities (e.g., Company, Jobs, News) to Salesforce objects and choose how fields are created/updated.

5.1 Open the Salesbolt Setup App

Click the App Launcher (grid icon) and search for Salesbolt Setup.
Open Salesbolt Setup.

5.2 Open Field Configuration

In the left navigation, under Settings, click Recruiterbolt Field Configuration.

5.3 Add a Target Object

Choose an Entity Type to map (e.g., Company, Jobs, News).
Enter the Salesforce Object API Name you want to map to (e.g., Account, Job__c, News__c).
Click Add Object.

5.4 Map Fields & Set Behavior

For each Recruiterbolt Field, choose the corresponding Salesforce Field on your target object.
Choose operations:
- Create — populate the field when a new record is created.
- Update — allow the field to be updated on existing records.
Click Update to save your mappings (use Delete to remove an object mapping).

Best practices
• Start with Company → Account mapping (e.g., Company Name → Account Name, Description → Account Description).
• Use Create for fields you only want set on insert; enable Update for fields safe to overwrite (e.g., enrichment fields).
• Ensure Field-Level Security and page layouts allow users to see the mapped fields.
• Test mappings in Sandbox first, especially for Jobs or News mapped to custom objects.

Troubleshooting & Support

Component not visible on Account

Ensure the component is added in Lightning App Builder and the page is Activated for the correct apps/profiles/record types.

Users can’t see data

Verify Salesbolt User is assigned to end users. For setup/admins, also assign Salesbolt Admin.

Data not loading

Refresh the browser, confirm network access is allowed by Salesforce, and check that the org has access to third-party endpoints.

Need help? Email support@recruiterbolt.com.