This workflow automates the process of handling new records created in Salesforce. It uses data extracted from the new record to perform multiple tasks including downloading the resume and using AI to analyze the contents. It then uses the AI output to update the Salesforce record with the highest level of education from the resume. This workflow is designed to help streamline the process of reviewing applications for job openings.
[Image: Salesforce Trigger]
Caption: The workflow is triggered when a new record is created in Salesforce.
This workflow is triggered when a new record of the type 'Application' is created in Salesforce. The workflow uses a condition that requires the ‘Applicant Name’ field to contain the text 'test'.
[Image: Get File From URL Step]
Caption: The first step gets the resume file from a URL using data from the Salesforce record.
The first step in this workflow is to retrieve a file from a URL using the link found in the new record. The file is renamed 'resume.pdf'.
[Image: Transform Job Title Step]
Caption: This step is used to transform the job title from the Salesforce record into uppercase and prepend 'Job Applied For: ' to the beginning.
The next step is a transform step that will update the job title extracted from the Salesforce record. It will prepend 'Job Applied For: ' to the beginning of the job title, and it will make the job title all uppercase.
[Image: AI Resume Analysis Step]
Caption: The AI step reviews the resume and transforms the data into key data points such as education and experience.
Next, an AI step takes the resume file from the first step, along with the transformed job title from the previous step, and analyzes the resume to provide insights into key metrics such as years of experience, highest level of education and a summary of the resume. It also provides an opinion on whether the candidate is qualified for the job applied for.
[Image: Update Salesforce Record Step]
Caption: The final step in this workflow updates the Salesforce record with the highest level of education.
The final step is to update the Salesforce record with the highest level of education extracted from the resume by the AI step.