Agentic credentialing, built into Salesforce.
A placement closes in Salesforce. The agents pull the candidate, the account and the start date, build the requirement list, prepare the offer letter, verify every credential, and write the finished file back to the object with status live on the record. Salesforce stays the system of record.
Getting started
Connect Salesforce this morning. Files back this week.
01
doneConnect Salesforce
API credentials, no package to install.
Salesforce
lightning.force.com
Connected · 10:02 am
02
doneChoose what is in scope
A division, a recruiter, a client. Start small.
142 placements match · 3 start this week
03
doneFirst files back
Cleared, written to the record, in days.
- queued cleared
Lauren Chen
ICU RN · Riverside Medical
- queued cleared
Marcus Ellery
Cath Lab RN · St. Vincent
- queued cleared
Priya Nair
OR Tech · Lakeview
written back to Salesforce · credentials, files, activity
Placement in
Closed in Salesforce, picked up in seconds.
A Flow, a status change or an API call hands the agents the placement. They pull the candidate, account, facility and start date, build the requirement list for that client, and prepare the offer letter for signature.
Placement
Lauren Chen · ICU RN · Riverside Medical Center
start Nov 17 · 13 weeks · days
Record pulled
candidate · client · facility · start date
Requirement list
34 items · ICU · Riverside packet · flu season
Offer letter
prepared from the record · sent for e-sign
Already on file
6 of 34 matched from the ATS · nobody asked twice
Files both ways
Read what Salesforce holds. File what it was missing.
The agents fetch the files on the contact, read each one, verify it at the source, correct a stale expiry, and write every credential back to the object with its expiry, its status and the evidence file attached.
fetched 3 files from the record
- PDF
RN_license_TX.pdf
License · RN · TX · exp 08/2027
verified at the board
- JPG
BLS_card.jpg
BLS · AHA · exp 03/2027
expiry corrected (was 03/2026)
- PDF
TB_2step_2026.pdf
TB screening · 2-step · 10/2026
accepted
RN License · Texas
exp 08/31/2027 · verified at board · evidence PDF
BLS · AHA
exp 03/2027 · card on file
TB screening · 2-step
10/2026 · result on file
OIG · SAM · OFAC
clear · 10/11/2026 · page captured
Offer letter
signed · 4:12 pm · countersigned
5 pushed · credential record · status set
Activity back
Every conversation lands on the record.
Texts, emails and calls with the candidate, and every verification the agents complete, are logged as activity on the placement and the contact, so a recruiter sees the whole file without leaving Salesforce.
Activity
5 filed to Salesforce · task set
- TextTue 9:14 am
Agent → Lauren
Hi Lauren, one item left for Riverside: your 2-step TB result. Reply with a photo and I will file it.
- TextTue 9:31 am
Lauren → Agent
Here you go.
attachment · IMG_2041.jpg
- NoteTue 9:41 am
Agent
RN license verified at Texas Board of Nursing. Active, expires 08/31/2027. Evidence attached.
- EmailTue 10:05 am
Agent → Lauren
Offer letter for Riverside Medical Center, ready to sign.
- NoteTue 4:12 pm
Agent
Offer letter signed and countersigned. Filed to the record.
Salesforce keeps the record. The agents do the credentialing.
Live in an afternoon
Four steps. No rip-and-replace.
Connect
A connected app and an integration user. Ten minutes.
Scope
One record type, one team or one account. A Flow or a status change hands over the placement.
Shadow
The first files run beside your team. Nothing writes back until you say so.
Write back on
Credentials, files, activity and status flow to the object. Specialists direct from Salesforce.
Only need screening?
Screen your Salesforce roster against OIG, SAM and OFAC.
Everyone your saved Salesforce filter matches, searched at each list every month, the result page captured, a dated PDF filed back on the candidate. It runs on its own, with or without the rest of the credentialing work.
Questions
Does Credentialing Agents integrate with Salesforce?
Yes. Credentialing Agents connects to your Salesforce org through the Salesforce API with a connected app and an integration user. A Flow, a status change or an API call hands over a placement, and finished credentials, files, activity and status are written back to the placement and the contact. It works with the placement object your org already uses, whether a Salesforce-based ATS or your own.
How does credentialing work inside Salesforce?
A placement closes in Salesforce. The agents pull the candidate, account, facility and start date, build the full requirement list for that client (typically 30 to 50 items), match the files Salesforce already holds, prepare and send the offer letter, verify licenses and certifications at the source, order background checks, chase the candidate by text and email, route e-signatures, and write the result back with status live on the record. Your specialists review flags and judgment calls.
Where do credentials and documents go in Salesforce?
On the object you choose. Each verified credential is written back as a record related to the contact, with the expiry, the status and the evidence file attached, and a credentialing status field on the placement reads live. Other documents land in Files on the record; conversations and verifications are logged as activity.
What starts a credentialing file in Salesforce?
Whatever your org already does when a placement is won: a Flow that calls the webhook, a status change the agents poll for, or a direct API call from your own automation. Submittals and opportunities can start the pre-work early, and files can also start from a forwarded email or a one-line text.
Does Salesforce setup need an AppExchange package?
No. Setup is a connected app, an integration user with access to the placement and contact objects, and one Flow or webhook. It is done in an afternoon with no package to install, and the first files run in shadow beside your current process until you turn write-back on.
Can we screen our Salesforce roster against OIG, SAM and OFAC?
Yes. Hand the agents the contacts actively on contract, from a report, a list view or the API, and they are screened against OIG LEIE, SAM.gov and OFAC every month, with the result page captured and a dated PDF written back to the contact. It runs on its own, with or without the rest of the credentialing work.
Also for your other systems
See a Salesforce placement worked live.
Thirty minutes, one real placement from your Salesforce, closed won to cleared and written back.