If your association uses YM Careers, you may want to automatically create and update leads for the individuals and companies viewing your job board. This recipe sets up a Nimble Fuse integration with YM Careers which automatically creates new leads and updates existing leads every Sunday at 7 AM.
Recipe Prep
Before completing this recipe, you first need to:
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Have YM Career Center Solutions Integration installed.
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Have Nimble Fuse installed.
To make this recipe, you should understand:
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How Map Custom Lead Fields for Data Conversion (external)
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How to Edit Page Layouts for Custom and External Objects (external)
Ingredients
You will create the following ingredients in your org to make this recipe:
|
Name |
Type |
Description |
|---|---|---|
|
YMCareers |
Integration Setting |
An inbound integration for YM Careers which creates lead records. |
|
[multiple] |
Integration parameters |
|
|
[no name] |
Integration Callout Worker |
A callout worker that reaches out to YM Careers for new lead information on a weekly basis. |
|
[no name] |
Integration Response Worker |
A response worker that updates existing leads and creates new leads on a weekly basis. |
Directions
Add new fields to the Lead record page and create an integration setting for the integration
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For the Lead object, add the following fields (external) to the Lead Layout page layout:
Field
Allow ContactCareer IdExtensionHas Applied JobsHas Company ProfileHas Contact ResumeHas Job AlertsHas Job PostingHas Resume SubscriptionIs MemberJoined DateLast LoginMember NumberPosted ResumePrimary AffiliationSite NameUser Type
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Map the
Primary Affiliationlead field to thePrimary AffiliationAccount field. -
Create the integration:
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Create a new callout integration setting with the following values:
Field
Value
NameYMCareersDescriptionAn inbound integration for YM Careers which creates and updates leads.Authentication Key[unique 256-bit WEP authentication key]
ClassNUINT_YMC.GetNonMemberListLogging LevelINFO
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Create the following integration parameters:
Key
Value
Description
AuthEndpointUrlhttp://api-stg.careerwebsite.com/v1/api/api-access-tokenThe YM Careers endpoint URL
AuthPassword[your YM Careers account password]
The YM Careers password
AuthUsername[your YM Careers account username]
The YM Careers username
DebugModefalseEnable this and use it in conjunction with
NonMemberListDebugEndDateandNonMemberListDebugStartDateto perform debug tests on the integration.NonMemberListDebugEndDate[blank]
When
DebugModeis enabled, to debug the integration for an exact date range, enter the end date. Example: 2018-09-25 00:00:00NonMemberListDebugStartDate[blank]
When
DebugModeis enabled, if you want to debug the integration for an exact date range, enter the start date. Example: 2018-09-17 00:00:00NonMemberListEndpointUrlhttp://api-stg.careerwebsite.com/v1/lead-generation/non-member-listThe YM Careers URL which returns the full list of leads.
NonMemberListNumberOfDays7The number of days worth of leads to request from YM Careers. This must align with the same number of days defined in the schedules used for the callout and response workers to ensure no duplicates are mistakenly created.
NonMemberListPartnerId[your YM Careers partner ID]
Your YM Careers partner ID
NonMemberListUserTypecandidate|recruiterDefines the types of users to return from YM Careers.
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Create an integration callout worker with the following values so it requests new leads every Sunday at 7AM of the time zone set on your org:
Field
Value
Worker Schedule0 0 7 * * 1Worker ActiveSelected
Learn how to write a different schedule (external).
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Create an integration response worker with the following values so it retrieves new leads a few minutes after the request:
Field
Value
Worker Schedule0 2 7 * * 1Worker Batch Size10
Worker ActiveSelected
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