You Can Finally Parse Resumes to Salesforce. Here's How.

If you've been wishing for an easy way to parse resumes to salesforce, wish no more. Here's how it's done.
December 3, 2022
4 minutes
Parsing resumes directly to Salesforce turns out much easier than you'd think.
Parsing resumes directly to Salesforce turns out much easier than you'd think.

Keeping track of customers, leads, sales, and customer interactions is vital to keeping your business alive. However, integrating Salesforce with other products can be a technical challenge if the other software won’t cooperate. Luckily, it is now possible to parse resumes to Salesforce so that you can keep all of your data in one location!

Why Parse Resumes To Salesforce?

One of the greatest difficulties with using a CRM platform like Salesforce is keeping it up to date. Your customer relationships are only as good as your interaction tracking! Every single point of contact you have with a customer needs to be logged, including phone calls, emails, meetings, and more.

It’s just as important that you can keep track of job applicants, and the easiest way to do that is by parsing resumes to Salesforce. 

Benefits

  • No Manual Data Entry – When you parse resumes to Salesforce, you eliminate the need to manually enter this data into the system. This makes the recruitment process much simpler as your team can focus on hiring, not data entry,
  • Access Candidate Data – With candidate data at your fingertips, you can check whether the applicant has previously applied for a role as well as view their details at any time.
  • Compare Candidates To The Job Description – When the resume parser analyses the CVs, it will sort the information into various data fields. This makes it simple to see how the applicant’s skills and experience compare to the job description under each category.

How To Parse Resumes To Salesforce

  1. Choose Your Tool

You will first need to choose your parsing tool – keep reading this article to view a list of traits you should be looking for. Don’t forget to test out each product on your shortlist to see how they compare and whether they meet your standards.

  1. Integrate With Salesforce

Next, your developer will integrate the software so that you can now parse resumes to Salesforce.

  1. Resume Upload

Finally, you will be able to upload resumes to be parsed, and all of this data will flow through and populate customer profiles on Salesforce – it’s as easy as that!

What To Look For In A Software To Parse Resumes To Salesforce

Integrations

Not all resume parsers will link up with Salesforce. Don’t invest in a product that won’t integrate with your most important software! Look for a resume parser that offers integration options such as Zapier or API.

Zapier is an automation tool that helps you to link between your various apps. Choosing a resume parser with Zapier ensures that you can parse resumes to Salesforce.

API integration is another way of linking the parser to Salesforce so that the two systems can exchange data, consistently keeping Salesforce up to date – without any effort from your team.

Range of Client Libraries

Speaking of integrations, make it as simple as possible for your developer to integrate the resume parser with Salesforce by looking for one that offers multiple client libraries. That way, your developer can choose whether to use python, .NET, or Javascript.

Number of Data Fields

Another consideration is the number of data fields parsed. That is, the number of categories the application information will be sorted into. The more of these there are, the better, as you want to know all the details about each candidate.

Accuracy Levels

Accurate information is crucial, as you need to be able to rely on your CRM data. So, look for a CV parsing tool that offers a high level of accuracy. It’s best to try out a few products and test them by uploading a number of resumes. You’ll soon see how the tools compare in terms of accuracy.

Speed

While it’s not usually the main priority, speed is important when parsing resumes, so you know that there is no delay in the information being uploaded to Salesforce. The best resume parsers can easily parse a document in a matter of seconds!

Enterprise Level Use

If a parsing tool isn’t already being used by enterprise-level clients, there’s probably a reason! Seek out one that is trusted by larger organisations across the world. After all, if it can fit their unique use cases, it will probably suit your business too!

FAQs

Can I Try Parsing for Free Online?

When you get to the stage of testing out the various resume parsers, it’s easiest if you can try before you buy online without getting the sales spiel first! That’s why Affinda offers a free online resume parser. Put it to the test by uploading a few dozen resumes and see what sort of results you get. We’re sure you’ll be pleasantly surprised by the accuracy and speed!

Is It Expensive to Parse Resumes to Salesforce?

It really depends on the solution you choose; resume parsers come at a wide range of price points, and it’s important to remember that more expensive does not always equal better quality! At Affinda, we offer a solution that’s reliable, fast, and accurate, at a competitive cost.

What’s the Best Software to Parse Resumes to Salesforce?

The best way to ensure that you can parse resumes to Salesforce is by choosing one that hits all of the criteria listed above – and that’s Affinda! We are experts in AI technology and have had many clients successfully integrate our resume parser with Salesforce. Our products are even used by global recruiting platforms! So, you can rest assured that you can link your CRM with our CV parsing tool. 

One customer who has built an integration with Affinda into their CRM had this to say:

“We had not heard of Affinda before, but were sufficiently impressed in initial trials to ask them to participate in a head to head with our current vendor. While the quality was slightly better, what impressed us was their responsiveness to requests, and a better business model that offered more attractive commercial terms.”

Want to know more? Get in touch with us today - our customer service team are excellent at answering all of the curly questions, so feel free to ask us anything! And if we don’t know the answer, we’ll find out. 

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The world’s most accurate resume and job description parser.

Try the most accurate resume parser on the market. Using the latest AI technology, you can extract over 100 fields per resume with unmatched accuracy.

Affinda's Resume Parser wins against competition in blind tests over and over again.

Transform piles of job descriptions into organized data you can actually search and use to find the best candidates.

Job Description Parser uses the same technology as the Resume Parser, which means the accuracy and speed are unmatched.

Make the most of the rich data extracted from resumes and jobs:

- Find the best candidates
- Find the best jobs for candidates
- Score candidates based on compatibility
- Discover similar database candidates

Take the bias out of resumes and promote fair candidate selection to make your recruitment process best in class by using Affinda’s Resume Redactor.