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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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• 06:17, 15 August 2023 Admin talk contribs uploaded File:Conditional Rules Config.png
• 06:15, 15 August 2023 Admin talk contribs created page File:Config Button on Document.png
• 06:15, 15 August 2023 Admin talk contribs uploaded File:Config Button on Document.png
• 08:07, 13 August 2023 Admin talk contribs created page Category:3B Sign (Created page with "3B Sign is an e-signature solution delivered by 3B Soft that allows Salesforce customers to electronically sign PDF documents, similarly to how DocuSign works. 3B Sign is an add-on to 3B Docs and requires a sign up on https://app.3bdocs.com === Installation === To integrate 3B Sign with Salesforce, you need to have 3B Docs v2.0+. Follow the instructions below to perform the initial setup: # In Salesforce, set up a Guest Site/Guest Community and grant access to the X3BS...") Tag: Visual edit
• 01:44, 20 April 2023 Admin talk contribs created page Category:FAQ (Created page with "Category:3B Docs Category:3B Onboarding Category:3B Forms") Tag: Visual edit
• 01:43, 20 April 2023 Admin talk contribs created page How to create a new document template (Created page with "TODO: describe how to create a new document, how to save it and view revision history as well as how to publish. Category:3B Docs Category:FAQ") Tag: Visual edit
• 01:41, 20 April 2023 Admin talk contribs deleted page Textkernal Integration (content was: "[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. Category:3B Onboarding", and the only contributor was "Admin" (talk))
• 01:41, 20 April 2023 Admin talk contribs deleted page DaXtra Integration (content was: "[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", and the only contributor was "Admin" (talk))
• 06:30, 5 February 2023 Admin talk contribs created page Adding Assign Documents button on a custom object (Created page with "== Intro == The "Assign Documents" button allows a user to choose one or a number of document packs to be assigned to a contact. By default, the button is available for the following objects: - Contact - when you click on "Assign Documents", you can assign document packs to the contextual Contact - Shortlist - when you click on "Assign Documents" when on a Shortlist record, you can assign document packs to all of the contacts added through a Shortlist Link to the con...") Tag: Visual edit
• 11:14, 18 December 2022 Admin talk contribs created page 3B Docs v1.10 (Created page with "== Changes == - Stability improvements") Tag: Visual edit
• 00:23, 7 December 2022 Admin talk contribs created page 3B Docs v1.9 (GM) (Created page with "== Intro == "Hello world!" (or shall we say, "Hello Word!"). These are the most famous words used to test an application or a program when it is first ran successfully. With version 1.9, we are opening up 3B Docs to the open internet. Feel free to install this application in your sandbox, and be sure to thoroughly test your documents before promoting to production. This is our first Gold Master release, however be on the lookout for bugs. Please report any bugs at sup...") Tag: Visual edit
• 00:16, 7 December 2022 Admin talk contribs deleted page 3B Docs v1.0 (content was: "This is the first version Category:3B Docs Changelog", and the only contributor was "Admin" (talk))
• 00:16, 7 December 2022 Admin talk contribs deleted page 3B Docs v1.1 (content was: "test... Category:3B Docs Changelog", and the only contributor was "Admin" (talk))
• 03:49, 5 December 2022 Admin talk contribs created page File:Document Supplied.png
• 03:49, 5 December 2022 Admin talk contribs uploaded File:Document Supplied.png
• 03:44, 5 December 2022 Admin talk contribs created page File:Identity Verification Record.png
• 03:44, 5 December 2022 Admin talk contribs uploaded File:Identity Verification Record.png
• 03:30, 5 December 2022 Admin talk contribs created page File:Image.png
• 03:30, 5 December 2022 Admin talk contribs uploaded File:Image.png
• 00:53, 1 December 2022 Admin talk contribs created page Search and Match Mechanism (Created page with "== Introduction == Not to be confused with the Search Mechanism, this mechanism allows system users to find suitable candidates for a Job Order from the internal candidate pool or find suitable Job Orders for a Candidate to apply to. == Compatibility == The Search and Match mechanism is designed to work equally well with 3B's own Job object or that of our partner ATS systems including TargetRecruit, BH4SF and others. When our system implementers configure the Searc...") Tag: Visual edit
• 00:25, 1 December 2022 Admin talk contribs created page Compliance Engine (Created page with "Category:3B Onboarding") Tag: Visual edit
• 00:16, 1 December 2022 Admin talk contribs created page File:Yoti Technical Workflow.png
• 00:16, 1 December 2022 Admin talk contribs uploaded File:Yoti Technical Workflow.png
• 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
• 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

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