Salesforce Connector

The Salesforce connector lets recruiters request a Crosschq 360 reference check directly from a candidate's Contact in Salesforce. Crosschq sends the request, keeps its status up to date in Salesforce and, once the reference check is complete, shows the full Crosschq 360 report on the Contact.

In This Article

• How the Integration Works
• Before You Begin
• Step 1: Enable the Connector in Crosschq
• Step 2: Install the Crosschq Package in Salesforce
• Step 3: Give the Integration Access
• Step 4: Add Crosschq to the Contact Page Layout
• Step 5: Add the Crosschq 360 Tab to the Contact Page
• Step 6: Connect Salesforce to Crosschq
• Sending a Crosschq 360 from Salesforce
• Tracking Requests
• Viewing the Report
• Crosschq Data in Salesforce
• Troubleshooting

How the Integration Works

Salesforce is not an applicant tracking system, so the connector works around the Contact, which is how most organizations store candidates in Salesforce. When you install the Crosschq package, Crosschq adds its own records to Salesforce and links them to the Contact.

1. A recruiter clicks Request Crosschq 360 on the candidate's Contact, selects a template and saves the request.
2. Crosschq checks Salesforce for new requests every 5 minutes, creates the reference check and sends it to the candidate.
3. The request status updates automatically in Salesforce as the candidate and references complete it.
4. When the reference check is complete, the report appears in the Crosschq 360 tab on the Contact, and the results are saved in Salesforce so you can use them in Salesforce reports.

Before You Begin

• Salesforce administrator: To install the package and edit page layouts. The administrator who installs the package is usually the user the integration runs as.
• Crosschq administrator: With access to Organization Settings > Connectors.
• Recruiter accounts in Crosschq: Every recruiter who requests reference checks from Salesforce needs a Crosschq account. Accounts are not created automatically, so an admin in your organization must add them in Crosschq.
• Crosschq 360 templates: The templates your recruiters will use must exist in Crosschq. They are synced to Salesforce automatically.

Step 1: Enable the Connector in Crosschq

1. In Crosschq, go to Organization Settings > Connectors.
2. Find Salesforce and click Manage.
3. Turn on the toggle at the top right.
4. Under API Settings, copy the installation link for the environment you want to use, Install Url Sandbox or Install Url Production, and the Installation Key. You need both in the next step.

Step 2: Install the Crosschq Package in Salesforce

1. Open the installation link and log in to Salesforce as an administrator.
2. When Salesforce asks for a password, paste the Installation Key from Crosschq and click Continue.
3. On the Install Crosschq 360 ECA screen, select Install for All Users.
4. Click Install and wait for the installation to finish. Then click Done.

You can confirm the installation in Setup > Installed Packages, where Crosschq 360 ECA is listed.

Step 3: Give the Integration Access

For security reasons, Salesforce does not give the integration access automatically after the installation.

1. In Salesforce Setup, search for External Client App Manager and open it.
2. Click Crosschq 360 ECA and click Edit.
3. Expand OAuth Policies. Under OAuth Flows and External Client App Enhancements, select Enable Client Credentials Flow.
4. In Run As (Username), select the user the integration will run as. This is usually the administrator who installed the package.
5. Click Save.

Step 4: Add Crosschq to the Contact Page Layout

Next, add the Crosschq records and the request button to the Contact page so recruiters can see and use them.

1. In Setup, go to Object Manager and click Contact.
2. Click Page Layouts and open Contact Layout, or the layout your recruiters use.

Add the Crosschq 360 Related List

1. In the layout editor, select Related Lists.
2. Drag Crosschq 360 into the Related Lists section of the layout.
3. Click the settings icon (wrench) on the Crosschq 360 related list. In Related List Properties, move Crosschq 360 Template, Status and Recruiter to Selected Fields, and click OK.
   
   

Add the Request Button

1. In the layout editor, select Mobile & Lightning Actions.
2. Drag Request Crosschq 360 into the Salesforce Mobile and Lightning Experience Actions section. We recommend placing it first, so it shows as a button at the top of the Contact.
3. Click Save.

Reload a Contact record. The Request Crosschq 360 button now appears at the top of the Contact, and the Crosschq 360 related list appears in the Related tab.

Step 5: Add the Crosschq 360 Tab to the Contact Page

The Crosschq 360 tab shows the candidate's report directly on the Contact.

1. Open any Contact record, click the settings icon (gear) at the top right and select Edit Page. Lightning App Builder opens.
2. Click the tabs component on the page (where Related and Details appear).
3. In the panel on the right, under Tabs, click Add Tab. Click the new tab and enter Crosschq 360 as its label.
4. Open the new Crosschq 360 tab on the page. From Custom components on the left, drag the Crosschq 360 component into the tab.
5. Click Save.
6. If the page is not active yet, click Activation. Select the App Default tab, click Assign as App Default and complete the steps.

Go back to the Contact. You now see the Crosschq 360 tab. Until a reference check is complete, the tab shows the message No Crosschq report yet. It appears here as soon as the reference check completes.

Step 6: Connect Salesforce to Crosschq

1. In Salesforce Setup, search for My Domain and copy your My Domain URL.
2. In Crosschq, go to Organization Settings > Connectors > Salesforce > Manage.
3. Under API Settings, paste the URL in the Salesforce URL field. You do not need to add https://.
4. Click Test Connection. When the connection works, the API Settings status changes from Not Connected to Connected.

Then, under App Settings:

1. Turn on 360 (Make Candidate Reference Requests from Salesforce). Requests sent from Salesforce are only processed when this setting is on.
2. Confirm that Start reference checks from is set to Contact (Request Crosschq 360 button on the Contact).
3. Keep Attach Crosschq 360 Report to candidate's profile upon completion selected to add the report to the Contact when the reference check is complete.

After the connection test, Crosschq syncs your Crosschq 360 templates to Salesforce. Every template in Crosschq appears in the Crosschq 360 Template list in Salesforce, followed by the name of the team it belongs to, for example generaluniversal-manager-(Sales). This lets Crosschq assign each request to the right team.

Sending a Crosschq 360 from Salesforce

1. Open the candidate's Contact and confirm that the Email is correct. The invitation is sent to this address.
2. Click Request Crosschq 360 at the top of the Contact.
3. In the Request Crosschq 360 window, complete the fields:
   • Crosschq 360: The request name, filled in automatically, for example Jane Smith's reference request. You can edit it.
   • Crosschq 360 Template: Select the template to use.
   • Recruiter: Filled in with the user who clicked the button. You can change it.
   • Hiring Manager: Optional. Search for and select a Salesforce user.
4. Click Save.

The request appears in the Crosschq 360 related list on the Contact. Within about 5 minutes, Crosschq processes it and sends the request to the candidate.

 

Viewing the Report

You can see the report in three ways:

• Crosschq 360 tab on the Contact: Shows the full report inside Salesforce. If the candidate has more than one request, the tab shows the most recent one.
• Public Report Link: Available on each Crosschq 360 record. Opens the same report outside Salesforce, without logging in, so you can share it. Use this link to view the report of an earlier request.
• Report Link: Available on each Crosschq 360 record. Opens the report in Crosschq. You need to log in to Crosschq to see it.

 

Crosschq Data in Salesforce

When a reference check is complete, Crosschq saves its results in Salesforce as separate, related records. Most teams only need the report on the Contact, but this data lets you build your own Salesforce reports, for example on fraud signals or on the ratings references gave.

Crosschq Reports in Salesforce

The package also adds ready-made reports, so you do not need to build them from scratch. In Salesforce, go to Reports and open the Crosschq Reports folder.

Troubleshooting

Feel free to reach out to our Support team if you have any further questions.