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Using Simply in Salesforce

Now that you've completed the installation and configuration steps, Simply is ready to use directly within Salesforce.

After mapping your fields and setting up your preferences, you should see the following Simply tabs in your Salesforce navigation menu:

  • Conversations: Process and review recruitment conversations
  • CV Converter: Convert CVs into your company's template
  • CV Parser: Extract structured candidate data from CVs
  • Candidate Search: Search for candidates using advanced filters

Simply tabs in the Salesforce navigation bar

tip

If your screen isn't wide enough to display all tabs, click the More dropdown at the end of your navigation bar to find them.

Simply tabs in the More dropdown

In the following sections, we'll walk through each of these features and how to use them day-to-day.