Connecting Salesforce
The Salesforce integration formats a CV already stored against a candidate record, without downloading it. Setup is handled by RemakeCV rather than a self-serve connection.
The Salesforce integration lets you search candidate records, pick a CV already attached, and format it in place — no download and re-upload. There is no connect button: RemakeCV configures the connection using credentials for a Salesforce integration user, so setup is a conversation with us rather than a self-serve flow.
How setup actually works
There is no OAuth consent screen, no redirect and no per-consultant authorisation for Salesforce. Everything runs through a single integration user that RemakeCV configures. If you are looking for a Connect button, you will not find one.
What we need from you:
Credentials for a Salesforce integration user
Either a connected app configured for server-to-server access, or a dedicated integration user account. Your Salesforce administrator provisions this.
Your candidate schema
The integration reads a Candidate object with distinct first name, last name and email fields. If your org uses different API names, that needs a change on our side — send us the object and field names before planning a rollout.
Confirmation of which files hold CVs
The integration looks for Word and PDF files attached to the candidate record, newest first.
Because it runs as one integration user rather than as each consultant, per-user Salesforce permissions do not affect who can use it inside RemakeCV.
What it can do
| Capability | Supported |
|---|---|
| Search candidates by name or email | Yes — minimum three characters |
| Look a candidate up directly by Salesforce ID | Yes |
| List the files attached to a candidate | Yes |
| Format a CV stored in Salesforce, in place | Yes |
| Upload the formatted CV back to the record | Yes |
The day-to-day workflow
Find the candidate
Search by name or email from within RemakeCV. A link carrying the Salesforce candidate ID opens straight onto that candidate.
Pick the CV
The candidate's attached files are listed, most recent first.
Format in place
RemakeCV pulls the file from Salesforce and processes it — no download to your desktop.
Review and send back
Check the extraction, then upload the formatted CV to the candidate record.
Limits worth knowing
| Limit | Value |
|---|---|
| File types readable from Salesforce | .pdf, .docx, .doc only |
| Upload size | 25MB |
| Minimum search term | 3 characters |
| Results per page | 25 |
Credits are checked before a Salesforce CV is processed, so a company at zero credits gets "No credits left" rather than a partial run. See credits explained.
Troubleshooting
| Message | Meaning |
|---|---|
| "Salesforce integration is not configured properly" | Credentials missing or incorrect — contact support |
| "The object 'Candidate__c' is not accessible or configured correctly" | Your org's object name differs, or the integration user lacks access |
| "Field Error…" naming first/last name or email fields | Your org's field API names differ from what the integration expects |
| "Invalid query cursor" | Search too broad or slow — refine the search term |
| "Search term must be at least 3 characters long" | Type more |
| "Unsupported file type" | Only PDF, DOCX and DOC can be read from Salesforce |
| "File size exceeds limit (25MB)" | Reduce the file size |
See integration sync errors, or email support@remakecv.com.
Frequently asked questions
- Where is the Connect Salesforce button?
- There isn't one. The Salesforce integration runs on credentials configured by RemakeCV for a Salesforce integration user, so there is no per-consultant authorisation to complete.
- Will it work with our Salesforce object names?
- Not automatically. The integration reads a Candidate object with specific field names. If your org names things differently, it needs a change on our side — tell us your schema before you plan a rollout.
- Can it format a CV already in Salesforce?
- Yes. That is the point of this integration — you pick a file from the candidate record and format it without downloading anything.
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Last updated . Still stuck? Email support@remakecv.com or book a call.