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Combined display of all available logs of 3B Knowledge. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

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12:53, 30 November 2022 Admin talk contribs created page Identity Verification (Yoti) (Created page with "Coming soon! Category:3B Onboarding") Tag: Visual edit
03:02, 24 October 2022 Admin talk contribs created page LogicMelon Integration (Created page with "[https://logicmelon.com/ LogicMelon] is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding") Tag: Visual edit
03:01, 24 October 2022 Admin talk contribs deleted page LogicMelon integration (content was: "[https://logicmelon.com/ LogicMelon] is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding", and the only contributor was "Admin" (talk))
02:59, 24 October 2022 Admin talk contribs created page 3B Onboarding Integrations (Created page with "= Intro = We have built 3B Onboarding with cutting edge technologies that gives us the flexibility to easily integrate with other Salesforce-based applications. Furthermore, being native on the Salesforce platform has enabled us to integrate with external applications reliably in order to provide access to some of the best Job Distribution, CV Parsing and Identity Verification technologies on the market currently. = Target Recruit = We integrate seamlessly with '''Targ...") Tag: Visual edit
02:56, 24 October 2022 Admin talk contribs created page VMS (Created page with "= Intro = Vendor Management Systems allow multiple parties engaging to fill a specific position or placement. We have a built in VMS system in 3B Onboarding that allows you to onboard partners and vendors that can onboard and put forward workers for requirements. To learn more, get in touch with our support team. Category:3B Onboarding") Tag: Visual edit
02:55, 24 October 2022 Admin talk contribs created page Interview Management and Control (Created page with "= Intro = 3B Comes with an Interview Management module that is based on the '''Assessments module'''*(link to article). The module allows you to create guided screens to help interviewers through the process of leading and recording a Phone/Face2Face interviews. = Setting Up Interview Templates = You can create interview templates, or simply a set of questions that will form an interview by creating a new '''Question Set'''*(link to article). The created question set c...") Tag: Visual edit
02:53, 24 October 2022 Admin talk contribs created page Shortlisting Candidates (Created page with "= Intro = Shortlists allow you to group one or multiple contacts by a shortlisting context. So, for an example, you can create shortlists that: * Identify candidates that you want to reach out to via email, sms or phone call * Identify candidates that you need to onboard * Identify candidates that you want to invite to a session * Identify candidates that have selected for progression to a next step of the onboarding process = Object Model = {| class="wikitable" |Objec...") Tag: Visual edit
02:52, 24 October 2022 Admin talk contribs created page Session Scheduling and Self-Booking (Created page with " = Intro = 3B comes with a built-in session scheduling module that allows anyone to book a time slot based on a pre-defined schedule or based on a user’s calendar availability. This module can be used to allow appointment, events, interviews and meeting booking. = Implementation = You would need to first create a Salesforce guest site / guest community *(link to article) and grant access to the apex classes b3o.GlobalRemotingInterface which is responsible for handli...") Tag: Visual edit
02:49, 24 October 2022 Admin talk contribs created page Search Mechanism (Created page with "= Intro = 3B Onboarding comes with a configurable search mechanism that’s embeddable and extensible. The mechanism is designed to find contacts based on evaluating search conditions that are pre-configured, however more complicated business logic can also be added to enhance the search capabilities of the mechanism. = Pre-Built Conditions = Out of the box, the search mechanism allows you to query on fields directly on the contact or even field paths to an unlimited l...") Tag: Visual edit
02:41, 24 October 2022 Admin talk contribs created page Obtaining Additional User Licenses (Created page with "== Intro == If you or the customer you look after, requires additional user licenses, you can reach out to our support team to raise a case for issuing additional user licenses. In doing so, please identify the license type and count that you would need issued and provide us with the Salesforce Org Id of the customer’s production environment. == License Types == There are a number of license types that we can issue. The table below summarizes what licenses we can prov...") Tag: Visual edit
02:39, 24 October 2022 Admin talk contribs created page Implementation Partners (Created page with "= Intro = We are focused and dedicated to developing the applications and services and working on the future of staffing and onboarding applications. Over the years, we have formed partnerships with some of the best of breed implementation consultancies to help us implement 3B in our client’s processes seamlessly and quickly. This article lists some of the consultancies that we work with to deliver an outstanding experience. = Vendors = === 1218 Global === [https://...") Tag: Visual edit
02:21, 24 October 2022 Admin talk contribs created page Set up Guest User Access (Created page with "Category:3B Docs Category:3B Forms Category:3B Onboarding If you wish to share forms externally with non-salesforce users, you will need to set up a Site or Digital Experience with guest user access. ===Set Up Salesforce Site=== [https://help.salesforce.com/s/articleView?id=sf.sites_overview.htm&type=5 Salesforce Sites] enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring us...") Tag: Visual edit: Switched
02:20, 24 October 2022 Admin talk contribs deleted page Setting up Salesforce Site/Guest Community (content was: "If you wish to share forms externally with non-salesforce users, you will need to set up a Site or Digital Experience with guest user access. ===Set Up Salesforce Site=== [https://help.salesforce.com/s/articleView?id=sf.sites_overview.htm&type=5 Salesforce Sites] enables you to create public websites and applications that are directly integrated with your Salesforce organization—w...", and the only contributor was "Admin" (talk))
02:19, 24 October 2022 Admin talk contribs created page Setting up Salesforce Site/Guest Community (Created page with "If you wish to share forms externally with non-salesforce users, you will need to set up a Site or Digital Experience with guest user access. ===Set Up Salesforce Site=== [https://help.salesforce.com/s/articleView?id=sf.sites_overview.htm&type=5 Salesforce Sites] enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password. You can publicly expose any...") Tag: Visual edit: Switched
02:16, 24 October 2022 Admin talk contribs created page Installing 3B Onboarding (Created page with "= Intro = 3B Onboarding is a complex application with dependencies to other 3B products such as '''3B Forms'''*(link to article) and '''3B Docs*('''link to article). We would recommend that you leave one of our engineers to install the application into your org (unless you are acquiring Salesforce through us). = Install Packages = Head over to out Change Log *(link to category) and go to the latest version of our app. Validate what other application dependencies the par...") Tag: Visual edit
07:36, 22 October 2022 Admin talk contribs created page Broadbean Integration (Created page with "Broadbean is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding") Tag: Visual edit
07:35, 22 October 2022 Admin talk contribs deleted page Broadbean integration (content was: "{{DISPLAYTITLE:Broadbean Integration}} [https://www.broadbean.com/ Broadbean] is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding {{DEFAULTSORT:Broadbean_Integration}}", and the only contributor was "Admin" (talk))
07:32, 22 October 2022 Admin talk contribs created page DaXtra Integration (Created page with "[https://www.daxtra.com/ DaXtra] is a CV parsing & searching platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding") Tag: Visual edit
07:31, 22 October 2022 Admin talk contribs created page Textkernal Integration (Created page with "[https://www.textkernel.com/ Textkernal] is a CV parsing & searching platform. 3B has an integration with the service. To learn more, contact our support team for more information.") Tag: Visual edit
07:30, 22 October 2022 Admin talk contribs created page LogicMelon integration (Created page with "[https://logicmelon.com/ LogicMelon] is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding") Tag: Visual edit
07:28, 22 October 2022 Admin talk contribs created page Broadbean integration (Created page with "Broadbean is a job distribution platform. 3B has an integration with the service, to know more, contact our support team for more information.") Tag: Visual edit
07:18, 22 October 2022 Admin talk contribs created page Document Packs (Created page with "== '''Intro''' == A document pack is a collection of forms, contracts, assessments and even external resources, that one must complete. A '''document pack is a re-useable abstract component''' that can be assigned to one or multiple contacts/users. You can automate the assignment of document packs or you can use our pre-built distribution mechanism. == '''Creating a Document Pack''' == Navigate to the 3B Onboarding application in the app launcher and then find the “D...") Tag: Visual edit
07:11, 22 October 2022 Admin talk contribs created page Assessments Module (Created page with "== '''Intro''' == 3B Onboarding comes with a built in module that lets non-admins create auto scored and evaluated questionnaires that can be used for '''candidate vetting''', '''assessments''' and '''tests''' (including timed assessments), '''psychometric testing''', '''surveys''', '''feedback forms''' and much more. We have even noticed that some customers opt to use the assessments module to enable a guided interview process which enables recruiters to quickly add n...") Tag: Visual edit
07:04, 22 October 2022 Admin talk contribs created page Onboarding Custom Settings (Created page with "== Intro == 3B Onboarding is delivered with configurable settings under the hood that help implementers configure the application. There are two types of under the hood configuration settings – Custom Settings and Custom Metadata*** and they are both available to system administrators to configure by navigating to Salesforce Setup. == Custom Settings == Using Custom Settings, we can configure things such as default behaviour and private keys for integrations. The app...") Tag: Visual edit
05:41, 22 October 2022 Admin talk contribs created page Onboarding Plugins (Created page with "Category:3B Onboarding") Tag: Visual edit
10:55, 17 October 2022 User account Learn2use3b talk contribs was created
08:37, 6 October 2022 Admin talk contribs created page Repeatable SOQL Filters (Created page with "== Intro == Repeatable containers are containers that repeat for each record in a record set. Most often than not, this will be a child record of the contextual object == Usage == When a repeatable container is added on a template, you can set a custom SOQL filter to limit the number or type of records for the repeatable record set. == Validation == The application will validate the inputted SOQL Filter by performing an SOQL query on the contextual object with a limit...") Tag: Visual edit
08:21, 6 October 2022 Admin talk contribs created page Application Security and Data Sharing Model (Created page with "== Introduction == 3B Docs is an application designed to allow System Administrators to create document templates using a custom built WYSIWYG editor and allow Salesforce Users and Guest Users to render the templates, merged with data from Salesforce. == Application and Security Model == There are three types of users that can interact with the application: === Template Builder User === This is usually a system administrator with a Salesforce Licence === Document Gene...") Tag: Visual edit
08:19, 6 October 2022 Admin talk contribs created page Template Settings (Created page with "== Intro == You can configure and adjust the settings of a template by going to "Settings" (the cog gear icon) in the editor == Options == Template Settings allows you to configure some of the properties of the template including: * Labels for Buttons & Messages * Security and Access Settings * Template Name, and other metadata properties Category:3B Docs Features") Tag: Visual edit
07:42, 6 October 2022 Admin talk contribs created page Import Export Templates (Created page with "This is a roadmap item. Expected in Q1 2022 Category:3B Docs") Tag: Visual edit
07:41, 6 October 2022 Admin talk contribs created page Considerations for Production and Sandbox Templates (Created page with "== Intro == We have designed this application with support for Salesforce Sandboxes in order to allow you to easily test and deploy templates from a Sandbox to Production and to allow you to access templates in a Sandbox after refresh with minimal configuration. == Considerations == === Deploying from a Sandbox to Production === We are working on an Import Export functionality that will allow you to easily port and replicate templates between different Salesforce orgs...") Tag: Visual edit
07:37, 6 October 2022 Admin talk contribs created page Template Document Publisher (Created page with "== Intro == The template document publisher allows you to preview a document and get a publishing link to a document. == Usage == Although the publisher is not required, you may find it useful during the lifecycle of creating documents. Click on the eye icon ("Publish" button) within the editor to open the publisher. thumb|Publisher The publisher allows you to select a contextual object and a record within that contextual object in order to previ...") Tag: Visual edit
07:21, 6 October 2022 Admin talk contribs created page File:Publisher.png
07:21, 6 October 2022 Admin talk contribs uploaded File:Publisher.png
07:17, 6 October 2022 Admin talk contribs created page HTML Input Elements (Created page with "== Intro == HTML Input Elements are a special type of merge tag that allows document viewing users to add an input to a document. == Supported Types == The supported input types currently are: === Text Input === Text inputs allow you to request a document viewing/signing user to add any text value. === Date Input === Date input requires a user to input a valid date. === Checkbox(es) === By default, only one checkbox is rendered, however, i...") Tag: Visual edit
07:00, 6 October 2022 Admin talk contribs created page Creating and Saving Templates (Created page with "== Create new template == To create a new template, navigate to the "3B Docs" application from the app launcher (the 9 dots on the top left-hand side in the navigation bar) and go to "Templates". # Click on "New" and give your template a name and populate all other required fields. # Hit "Save" to create the template. # Hit "Edit" or go to "Builder" tab (if available) in order to view the builder interface # Add your content and either use the keyboard shortcut keys "...") Tag: Visual edit
06:56, 6 October 2022 Admin talk contribs created page Revision History (Created page with "== Intro == 3B Docs was built with Version Control baked right in its core. Every time you save a document, we will create a snapshot of the entire document in that point in time. You can then use the Revision History side panel to review changes and rewind to a specific version. thumb|Document Revisions thumb|Previous Version Revision == Previewing Previous Versions...") Tag: Visual edit
06:52, 6 October 2022 Admin talk contribs created page File:Previous Version Revision.png
06:52, 6 October 2022 Admin talk contribs uploaded File:Previous Version Revision.png
06:48, 6 October 2022 Admin talk contribs created page File:Document Revisions.png
06:48, 6 October 2022 Admin talk contribs uploaded File:Document Revisions.png
08:31, 4 October 2022 Admin talk contribs created page MediaWiki:Common.css (Created page with "CSS placed here will be applied to all skins: body { overflow-y: hidden !important; }")
03:40, 22 September 2022 User account Aaronval talk contribs was created
07:14, 11 September 2022 Admin talk contribs created page File:Collect Signature.png
07:14, 11 September 2022 Admin talk contribs uploaded File:Collect Signature.png
07:12, 11 September 2022 Admin talk contribs created page File:Sign Now Button.png
07:12, 11 September 2022 Admin talk contribs uploaded File:Sign Now Button.png
06:46, 11 September 2022 Admin talk contribs created page Electronic Signatures (e-Sign) (Created page with "Category:3B Docs Features Category:3B Docs") Tag: Visual edit
06:33, 11 September 2022 Admin talk contribs created page File:Dynamic Template.png
06:33, 11 September 2022 Admin talk contribs uploaded File:Dynamic Template.png

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