Jordan wants scope, not a bigger title.
Over-indexed on roadmap at Acme. Wants to own a team end-to-end. Notice: 3 months. Flags Northwind brief.
Salesforce integration
AI Meeting Assistant for Salesforce
Recruitment on Salesforce means Leads, Contacts, Opportunities and custom objects from Bullhorn for Salesforce, TargetRecruit or Jobscience. RecView speaks that language — posting call summaries as Activities, creating Tasks for follow-ups, and respecting your org's permission model, field-level security and sharing rules.
Why Salesforce agencies choose RecView
Bullhorn for Salesforce, TargetRecruit, Jobscience — all covered.
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Native Activities + Tasks on any Salesforce record
Leads, Contacts, Opportunities, Accounts, and custom objects like Placement, Submission, Shift. RecView posts summaries as Activities (TaskId) and follow-ups as Tasks — indexed, reportable, dashboard-ready.
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Works with every recruitment build on Salesforce
Bullhorn for Salesforce. TargetRecruit. Jobscience. Connexys. Talent Rover. Custom ISV builds. RecView reads the object model on connect and adapts; no separate connector per vertical.
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Respects field-level security, OWD and sharing rules
RecView operates under the consultant's user context — so field-level security, org-wide defaults and sharing rules are enforced by Salesforce itself, not bypassed by integration. Audit logs are clean.
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Fires Flow and Process Builder on call-end
Call-end events land as platform events your Flows can subscribe to. Common patterns: update opportunity stage on BD call, create follow-up cases on candidate calls, send a Chatter post to the hiring manager.
Setup in 5 minutes
OAuth once. Works forever.
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01
Connect Salesforce
Install the RecView managed package from AppExchange or connect via OAuth + Connected App. Works in Sandbox and Production.
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02
Map your consultants
Pick the Salesforce user each RecView consultant should post activities as. Takes 30 seconds.
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03
Take your next call
The first call summary lands on the right record automatically. Your consultants notice within a day.
What RecView does for Salesforce users
More than notes — a full meeting layer on Salesforce.
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AI meeting notes that sync to Salesforce
Structured call summaries posted onto the right Salesforce record.
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Call transcription for Salesforce users
Speaker-labelled, timestamped transcripts behind every summary.
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How Salesforce sync works
Two-way integration. Custom fields, activity types, durable retries.
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Mobile call recording intelligence
Native iOS and Android recording — calls Salesforce never sees, captured.
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One-way video interviews
Record screening questions once; video replies sync to Salesforce as structured candidate cards.
Frequently asked
Salesforce integration questions.
- Does RecView work with Bullhorn for Salesforce, TargetRecruit and Jobscience?
- Yes, all three — and any other recruitment build on Salesforce. RecView reads the object model on connect and maps to whatever candidate, job and placement objects your org uses.
- Can RecView post to custom objects (Placement, Submission, Shift)?
- Yes. Any object your user has Create permission on is available as a summary target. Mapping is done once during setup; every future call posts to the right object.
- Does RecView respect field-level security and sharing rules?
- Yes. RecView operates as the connected user, so FLS, OWD, record-type permissions and sharing rules are enforced by Salesforce. There is no integration user that bypasses your security model.
- Can RecView trigger a Flow or Process Builder automation when a call ends?
- Yes. Call-end fires a platform event (`RecView_Call_Ended__e`) your Flows can subscribe to. Typical uses: auto-move opportunity stage, create tasks for the hiring manager, post a Chatter update.
