Create a Salesforce site for candidate and agency portals

Sage People Recruit uses Salesforce sites to enable you to host public facing Agency Portals and Candidate Portals for advertising vacancies and accepting agency submissions and candidate applications.

One site can serve the Visualforce pages required for both Agency Portals and Candidate Portals, or you can set up multiple sites to serve different portals.

The Agency Portal enables recruitment agencies to enter and submit candidate details for specific vacancies held on your Sage People Talent Acquisition system. Candidates submitted through the Portal are associated with the recruiting agency’s details. The Agency Portal is a web address holding a form for the agency to complete and submit, enabled by a Salesforce site. You can add formatted text and Images to your Agency Portal pages using the Recruit Noticeboard.

Create a Salesforce site

The URL for your site is in the form: http://xxxx.my.salesforce-sites.com/yyyy

where xxxx is your organization's My Domain subdomain and yyyy is the URL path for your site.

To set up a site for your agency or candidate portals:

  1. Go to the Sites setup page:

    Go to Setup, and in Quick Find enter Sites.

  2. Salesforce automatically creates a site domain using your organization's custom domain. If you have not done so already, read and accept the Salesforce Sites Terms of Use and select Register My Salesforce Site Domain.

  3. Select New:

    Screenshot: New button next to Sites

  4. Salesforce displays the Site Edit page:

    Screenshot: Site Edit page

  1. Give the site a Label and optional Description. The Name field is automatically generated from the label.

  2. In the Default Web Address field, enter the URL path for the site, for example "talent". This will be the public URL used to access your site by external users.

  3. Mark the site as Active to make it available. If you are not ready to publish the site, you can edit the site later to make it active.

  4. For the Active Site Home Page, select the Visualforce page for the site. Select LookupIcon: Salesforce Lookup and search for the site page:

    • ApplyJobList for a Candidate Portal

    • AgencyJobList for an Agency Portal

    Use the default page unless you have created an alternative. If you use the same Site for both Candidate and Agency Portals, select ApplyJobList, because agencies typically access the site using a link specific to the agency.

    Screenshot: select the Visualforce page for the site

  5. Leave the other fields set at their defaults unless you have a requirement to adjust advanced settings for the site.

  6. Select Save.

Sage People displays the Site Details page for the site you have just created.

Configure Visualforce page access

Next we must configure Visualforce page access to make site template pages accessible through this site.

On the Site Details page for the site you have just created:

  1. In the Site Visualforce Pages Related List, select Edit:

    Sage People displays the Enable Visualforce Page Access page:

  2. A number of Visualforce pages are enabled for you when the site is created - check these pages are in the list of Enabled Visualforce Pages:

    • Exception

    • FileNotFound

    • ForgotPassword

    • ForgotPasswordConfirm

    • InMaintenance

    • SiteLogin

    • SiteRegister

    • SiteRegisterConfirm

    • SiteTemplate

    • Unauthorized

    If any required or your custom Pages are missing, select them in the Available Visualforce Pages panel and select Add to move all the selected pages to the Enabled Visualforce Pages panel, then select Save.

    Sage People redisplays the Site Details page.

Configure guest user access

Next we must configure public access settings to allow guest users to access this site.

On the Site Details page for the site you have created:

    1. Select Public Access Settings:

      Sage People displays the User Profile created for your site.

    2. Select View Users.

      Sage People displays the Site Profile page.

    3. Select the name of the Site Guest User.

      Sage People displays the Site Guest User Detail page.

    4. Scroll down to the Permission Set Assignment Related List and select Edit Assignments.

      Sage People displays the Permission Set Assignments page for the Site Guest User.

    5. Select the Permission Sets you want to assign to the Site Guest User in the Available Permission Sets panel and select Add to move them to the Enabled Permission Sets panel and then Save. Select:

      • Sage People Agency Portal if this Site is used for Agency Portals
      • Sage People Candidate Portal if this Site is used for Candidate Portal
      • Both Permission Sets if the Site is used for Agency Portals and Candidate Portal

      Sage People displays the Site Guest User Detail page.

  2. Ensure any additional fields you want to display on the portal are given read access through the Guest User Profile. "Additional fields" are those not given read access through the supplied Permission Sets. Include additional fields supplied by Sage People or any custom fields added to your org and included in a field set used by the portal.

Your site setup is now complete and the site can be accessed using the URL you defined.