> For the complete documentation index, see [llms.txt](https://docs.senseloaf.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.senseloaf.ai/integrations/sia-for-salesforce.md).

# SIA for Salesforce

Senseloaf connects directly with Salesforce, automatically syncing your job records and candidate applications so you can run AI-powered matching and evaluation without leaving your existing workflow. Screening results are pushed back into Salesforce automatically, so your team always has the latest evaluation data where they already work.

### What's included

* **Automatic candidate sync** — candidate applications are pulled from Salesforce into Senseloaf at regular intervals
* **Automatic job sync** — jobs are pulled from Salesforce and configured as workflows in Senseloaf automatically
* **AI-powered screening** — candidates are evaluated against the resume matching strategy configured for each job
* **Two-way sync** — screening results and evaluation scores are pushed back into Salesforce automatically after processing

### How job workflows are created automatically

Senseloaf fetches jobs from Salesforce at regular intervals of **15 minutes**, based on the last updated time. Senseloaf automatically:

* Creates the job as a workflow in Senseloaf
* Configures a default resume matching strategy based on the job details
* Activates the corresponding workflow

### Managing and editing your workflows

After logging in to Senseloaf, you'll land on the **Manage Hiring Workflows** page, where you'll see all your Active and Draft workflows.

<figure><img src="/files/y02raSaswDzfqslUz5cy" alt=""><figcaption><p>Manage Hiring Workflows</p></figcaption></figure>

**a. Active workflows**

Job records associated with users who are already onboarded in Senseloaf are automatically moved to **Active** status. The resume matching agent begins evaluating candidates immediately.

**b. Draft workflows**

Job records where no Senseloaf user has been assigned land in **Draft**. To activate a draft workflow, assign a user to the job and complete the workflow configuration.

**Review workflows**

<figure><img src="/files/GOkz5D4hB2R8RYdHDU0m" alt=""><figcaption><p>Review Workflows</p></figcaption></figure>

To review or edit a workflow, click the **Configure** button on the right. This takes you to the **Workflow Review** page, which lists the job and its associated resume matching strategy. Click the **+** icon next to any item to expand and review the details.

{% hint style="info" %}
It is recommended to review and update the matching strategy before processing candidates against a new job
{% endhint %}

For detailed guidance on each step, refer to the articles below:

* **Editing or regenerating the job description** → [Write a Job](/hiring-workflows/write-a-job.md)
* **Reviewing and refining the resume matching strategy** → [AI Matching Agent](/hiring-agents/ai-matching-agent.md)
* **Activating your workflow** → [Review & Activate Workflow](/hiring-workflows/review-and-activate-workflow.md)

### How candidate applications are processed

Senseloaf fetches candidate application records from Salesforce at regular intervals of **15 minutes**, based on the last updated time.

During processing, Senseloaf performs the following actions:

* **Screens the application** — each application is evaluated against the resume matching criteria configured in the relevant workflow
* **Pushes results back to Salesforce** — screening outcomes are automatically written back into the predefined evaluation fields in Salesforce

### Viewing your candidate pipeline

Senseloaf automatically pulls new applications from Salesforce every 15 minutes. To view candidates for a job, click on the relevant active workflow — you'll land on the **Candidate Listing** page, where candidates are automatically sorted by their matching grade.

To view a candidate's full evaluation, click their name to open the **Report Card**. For a full breakdown of what's in the Report Card, see:

* **Candidate Listing** → [Candidate Listing](/agents-output/candidate-listing.md)
* **Evaluation insights** → [Report Card](/agents-output/report-card.md)

### How results are pushed back into Salesforce

Once Senseloaf processes a candidate, evaluation results are automatically written back into the predefined AI evaluation fields in the corresponding Salesforce record. This means your team can review screening outcomes directly within Salesforce without needing to log into Senseloaf for every review.

<img src="/files/hEY3m9824j51HmlXqAZW" alt="Evaluation Summary in Salesforce" height="143" width="624">

The fields updated typically include:

* **AI-generated score** — a numeric evaluation score based on the matching strategy
* **AI-generated summary** — a written explanation of the score, highlighting strengths, gaps, and alignment with the role
* **AI-generated letter** — a detailed evaluation letter providing full context on the candidate's fit
* **Senseloaf profile URL** — a direct link to the candidate's full evaluation report inside Senseloaf

{% hint style="info" %}
The specific Salesforce fields updated by Senseloaf are configured during your integration onboarding. If fields are not updating as expected, contact your Senseloaf admin or reach out to <support@senseloaf.com>.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.senseloaf.ai/integrations/sia-for-salesforce.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
