Install & Configure TalentVideo

Owned by NativeVideo
Last updated: Mar 21, 2024 by Nick Tassini
4 min read

Pre-Installation Steps

Install and configure the NativeVideo package, details here.


Installation Steps

Install TalentVideo from the AppExchange:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EtEmbUAF

Post-Installation Steps

Once the package has been installed, please follow these manual steps:

  1. From the Setup panel, go to “Digital Experiences” > "All Sites" and click on the “New” button:
    1. Build your own
    2. Get started
      1. Name: “TalentVideo”
      2. URL extension: “talentvideo”
    3. Remove “Send welcome email” from the Community Settings
    4. Go to Administration and Activate the community
    5. Go to Builder:
      1. New Page > Standard Page > New Blank Page > 1 full width page > title “Candidate Interview” and URL “candidate”. Drag in the body of the page the “TalentCandidateInterviewWizard” lightning component. Page access set to Public.
      2. New Page > Standard Page > New Blank Page > 2 columns 1:1 ratio > title “Interview Review” and URL “review”. Drag in the body of the page the “TalentCustomerPreview” on the left and “TalentCustomerReview” on the right. Page access set to Public.
      3. Publish the pages
  2. From the Setup panel, search for “Path” and enable it
  3. Create the following sharing rules, form the "Sharing Settings" page in the Admin panel:
    1. Add a new "Vacancy Sharing Rule": click the "New" button of the "Vacancy Sharing Rules" section:
      1. Label: "Vacancy Shared with TalentVideo Guest User"
      2. Rule Name: Automatically populated to "Vacancy_Shared_with_TalentVideo_Guest_User"
      3. Description: "Share Vacancies with the TalentVideo Guest User, so that they can be displayed in the Candidate Community"
      4. Rule Type: Select "Guest user access, based on criteria"
      5. Criteria:
        1. Field: "Name"
        2. Operator: "Not equal to"
        3. Value: "" (type in empty quotation marks)
      6. Share with "TalentVideo Site Guest User"
      7. Then Save
    2. Add a new "Video Interview Template Sharing Rule": click the "New" button of the "Video Interview Template Sharing Rules" section:
      1. Label: "Video Interview Templates Shared with TalentVideo Guest User"
      2. Rule Name: Automatically populated to "Video_Interview_Templates_Shared_with_TalentVideo_Guest_User"
      3. Description: "Share Video Interview Templates with the TalentVideo Guest User, so that they can be displayed in the Candidate Community"
      4. Rule Type: Select "Guest user access, based on criteria"
      5. Criteria:
        1. Field: "Is Active"
        2. Operator: "Equal to"
        3. Value: "True"
      6. Share with "TalentVideo Site Guest User"
      7. Then Save
    3. Add a new "Video Question Sharing Rule": click the "New" button of the "Video Question Sharing Rules" section:
      1. Label: "Video Question Shared with TalentVideo Guest User"
      2. Rule Name: Automatically populated to "Video_Question_Shared_with_TalentVideo_Guest_User"
      3. Description: "Share Video Question with the TalentVideo Guest User, so that they can be displayed in the Candidate Community"
      4. Rule Type: Select "Guest user access, based on criteria"
      5. Criteria:
        1. Field: "Video Question Name"
        2. Operator: "Not equal to"
        3. Value: "" (type in empty quotation marks)
      6. Share with "TalentVideo Site Guest User"
      7. Then Save
    4. Add a new "Account Sharing Rule": click the "New" button of the "Account Sharing Rules" section:
      1. Label: "Account Shared with TalentVideo Guest User"
      2. Rule Name: Automatically populated to "Account_Shared_with_TalentVideo_Guest_User"
      3. Description: "Share Accounts with the TalentVideo Guest User, so that they can be displayed in the Candidate Community"
      4. Rule Type: Select "Guest user access, based on criteria"
      5. Criteria (this is just an example, fine tune this criteria so that just the Accounts are shared with the TalentVideo Guest User):
        1. Field: "Account Name"
        2. Operator: "Not equal to"
        3. Value: "" (type in empty quotation marks)
      6. Share with "TalentVideo Site Guest User"
      7. Then Save
    5. Add a new "Contact Sharing Rule": click the "New" button of the "Contact Sharing Rules" section:
      1. Label: "Contact Shared with TalentVideo Guest User"
      2. Rule Name: Automatically populated to "Contact_Shared_with_TalentVideo_Guest_User"
      3. Description: "Share Contacts with the TalentVideo Guest User, so that they can be displayed in the Candidate Community"
      4. Rule Type: Select "Guest user access, based on criteria"
      5. Criteria (this is just an example, fine tune this criteria so that just the Candidate Contacts are shared with the TalentVideo Guest User):
        1. Field: "Last Name"
        2. Operator: "Not equal to"
        3. Value: "" (type in empty quotation marks)
      6. Share with "TalentVideo Site Guest User"
      7. Then Save
    6. Add a new "Vacancy Application Answer Set Sharing Rules": click the "New" button of the "Vacancy Application Answer Set Sharing Rules" section:
      1. Label: "Vacancy Application Answer Set Shared with TalentVideo Guest User"
      2. Rule Name: Automatically populated to "Vacancy_Application_Answer_Set_Shared_with_TalentVideo_Guest_User"
      3. Description: "Share Vacancy Application Answer Set with the TalentVideo Guest User, so that they can be displayed in the Candidate Community"
      4. Rule Type: Select "Guest user access, based on criteria"
      5. Criteria (this is just an example, fine tune this criteria so that just the Candidate Contacts are shared with the TalentVideo Guest User):
        1. Field: "Token"
        2. Operator: "Not equal to"
        3. Value: "" (type in empty quotation marks)
      6. Share with "TalentVideo Site Guest User"
      7. Then Save
  4. Create a Permission set “NativeVideo Permissions TalentVideo (Extra)” and add:
    1. “Read” to Vacancy Applications
  5. Create a Permission set “NativeVideo Permissions TalentVideo (Internal Users)” and add:
    1. “Read/Create/Edit” to Vacancy Applications, including Read and Edit on all fields
  6. Go back to the list of “Sites” and pick “TalentVideo”. Click on “Public Access Settings”, then “Assigned Users” and finally on “Site Guest User, TalentVideo”.
    1. Update the email address to an actual valid address (https://help.salesforce.com/s/articleView?id=000362827)
    2. Add the following permission sets:
      1. NativeVideo Permissions TalentVideo (Extra)
      2. NativeVideo Public Site User Permissions
      3. NativeVideo Public Site User Permissions TalentVideo
  7. To all interested internal users, add the following permission sets
    1. NativeVideo Permissions
    2. NativeVideo Permissions TalentVideo
    3. NativeVideo Permissions TalentVideo (Internal Users)



Common Issues & Notes

  • If TalentVideo is not sending out email notifications, check the OWD on the User object, ideally to be set as "Public Read Only" for the "Default External Access"
  • In order to add the logo of the company in the Community pages, upload the logo as a Document and add an HTML component with the following code. In the "src" attribute add the download link to the uploaded document:
<div style="margin-top: -40px;">
	<div><img style="margin-top:20px; margin:10px;margin-bottom:-20px" width="175"
		src=""/></div>
</div>