{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Overview"},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"overview","__idx":0},"children":["Overview"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Welcome to the Onboarded™ in Salesforce application. This managed package integrates your Salesforce org with the Onboarded™ platform, enabling seamless synchronization of employee, employer, client, and Workflow data."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"package-capabilities","__idx":1},"children":["Package Capabilities"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Automatically syncs employee onboarding data from Onboarded™ to Salesforce"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Creates and updates records for Employees, Employers, Clients, Jobs, and Workflows"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Tracks onboarding tasks and form completion status"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Optionally stores signed PDF documents in Salesforce"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Provides flexible field mapping to match your existing data model"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Allows you to use your own Salesforce objects or the included custom objects"]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Flexible Object Mapping:"]}," The custom objects included with this package (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["Onboarded_Employee__c"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["Onboarded_Employer__c"]},", etc.) are entirely optional. You can configure the application to sync data directly to your existing Salesforce objects such as Contact, Account, Lead, or any custom objects you already use."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"setup-checklist","__idx":2},"children":["Setup Checklist"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Complete the following steps to set up the Onboarded™ integration:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Pre-setup items gathered (Client ID, user accounts, object decisions)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["State and Country/Territory Picklists configured"]}," (if not already enabled)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Package installed from AppExchange or via CLI"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["OAuth authentication configured (Client ID)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Permission sets assigned to appropriate users"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Integration user configured with proper access"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Object mappings configured (package objects or your own)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Field mappings reviewed and customized"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Sync toggles enabled for desired objects"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Scheduled sync job configured"]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Important — State and Country/Territory Picklists."]}," Before installing the package, ensure that ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["State and Country/Territory Picklists"]}," are enabled and configured in your Salesforce org. Navigate to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Setup"]}," → search for ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["\"State and Country/Territory Picklists\""]}," to enable this feature. This ensures address data from Onboarded™ syncs correctly with standardized state and country codes. See the State and Country Code Handling page for details."]}]}]},"headings":[{"value":"Overview","id":"overview","depth":1},{"value":"Package Capabilities","id":"package-capabilities","depth":2},{"value":"Setup Checklist","id":"setup-checklist","depth":2}],"frontmatter":{"seo":{"title":"Overview"}},"lastModified":"2026-05-29T01:46:02.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/onboarded_for_salesforce/overview","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}