Integration Documentation: Affinda AI-Powered Resume Parser

Introduction

This document introduces the integration of an AI-powered Resume Parser powered by Affinda.com, a platform that employs the OpenAI (ChatGPT) engine for enhanced OCR and parsing results. This integration aims to streamline the onboarding process for candidates by minimizing manual data entry.

---

Setup & Configuration

Step-by-step Integration Setup:

1. Account Creation: Begin by creating an account with Affinda to obtain the API credentials.
2. Affinda Settings:
   • Navigate to Setup -> Custom Settings -> Affinda Settings.
   • Fill in the fields "API Key" and either "Collection Id" or "Workspace Id".

---

Utilizing the Out-of-the-box ResumeParser Page

For a straightforward implementation, use the built-in b3o__ResumeParser Visualforce page:

1. Access the "Document Pack" tab.
2. Add a new Document and select "External Link" as the document type.
3. Populate the "External Link" field with /b3o__ResumeParser.

By doing so, the resume parser becomes a part of the document packs assigned to candidates.

---

Customizing the <resume-parser> Component

Developers have the flexibility to embed the ResumeParser page in various ways, including within 3B Portals, adding extra logic, or updating styling:

Instructions:

• Embed the web component scripts

<script src="{!URLFOR($Resource.b3o__GeneralUtils, 'index.js')}" defer="true" type="module"></script>
<script src="{!URLFOR($Resource.b3o__ResumeParser, 'index.js')}" defer="true" type="module"></script>

• Add the <resume-parser> component to the page and initialize with the globals object:

<resume-parser 
    user-id="{!$CurrentPage.parameters.conId}"
    workspace="{!$Setup.b3o__Affinda_Settings__c.b3o__Workspace_Id__c}"
    collection="{!$Setup.b3o__Affinda_Settings__c.b3o__Collection_Id__c}"
    api-key="{!$Setup.b3o__Affinda_Settings__c.b3o__API_Key__c}"
></resume-parser>

<script>
    const globals = {
        sessionId: '{!GETSESSIONID()}',
        siteUrl: '{!$Site.baseUrl}',
        useREST: false,
        router: b3o.GlobalRemotingRouter
    }
    window['globals'] = globals;
</script>

Component Attributes:

• user-id: Salesforce contact id
• workspace: Affinda workspace id
• collection: Affinda collection id
• api-key: Affinda API key
• success-message: Message displayed upon successful parsing

Data Management by the Resume Parser

When a CV/Resume is parsed, various Salesforce records and fields are updated:

Contact:

• b3o__Linkedin_Profile_Link__c
• b3o__Profession__c
• b3o__Summary__c
• BirthDate
• Address & Coordinates

b3o__Language__c:

• Name

b3o__Certification__c:

• Name

b3o__Skill__c:

• Name
• b3o__Type__c (Options: Soft/Hard Skill)

b3o__Employment_History__c:

• b3o__Start_Date__c
• b3o__End_Date__c
• b3o__Grade__c
• b3o__Institution_Name__c
• b3o__Degree_Program__c

b3o__Education_History__c:

• b3o__Start_Date__c
• b3o__End_Date__c
• b3o__Grade__c
• b3o__Institution_Name__c
• b3o__Degree_Program__c

b3o__Reference__c:

• b3o__First_Name_Referee__c
• b3o__Last_Name_Referee__c
• b3o__Email_Referee__c
• b3o__Phone_Referee__c
• b3o__Position_Referee__c

---

Considerations

• Accuracy: Resume parsing, while technologically advanced, may not always be 100% accurate. Affinda's engine is among the top-tier due to its usage of OpenAI (ChatGPT) but discrepancies might still occur.
• Candidate Review: Admins should consider integrating a 3B Form to allow candidates the opportunity to review and adjust parsed results. The primary goal is to reduce onboarding time and manual input, not to entirely replace human review.

---

Additional Tips

• Version Compatibility: Regularly review updates from both Salesforce and Affinda to ensure compatibility and leverage new features.
• User Feedback: Encourage feedback from end-users to continuously improve the implementation and adapt to specific organizational needs.