CV Formatting for Salesforce

Live connector, on every plan including the free trial. Formatix.AI has a live Salesforce connector. Connect your Salesforce org, and CVs on contact records are formatted in your branded template and the formatted file is linked back to the same contact, in Word, PowerPoint or PDF.

• Connect Salesforce from the Integrations page in Formatix: sign in to Salesforce and approve access, no code
• CVs in the files of Salesforce contacts are picked up and formatted with the template you choose
• The formatted file is uploaded to Salesforce and linked back to the contact
• Format every new CV automatically, or hold each document in a review queue for approval first
• Included on every plan, including the 14-day free trial: no upgrade needed to connect

How does the Salesforce connector work?

Connect your Salesforce org from the Integrations page in Formatix. Formatix picks up CVs in the files of your contacts, formats each one with your chosen template, and links the formatted file back to the same contact.

Which Salesforce records does it use?

Salesforce contacts and the files attached to them. Formatix picks up a CV in a contact's files and links the formatted file back to the same contact.

Which plans include the connector?

The connector is included on every plan, including the 14-day free trial (10 credits, no card). Each formatted CV uses one credit, the same as formatting on the platform. Plans start at £20 a month.

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