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            Set Up Skill-Based Data and Search for the Candidate Sourcing Agent

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            Set Up Skill-Based Data and Search for the Candidate Sourcing Agent

            Prepare your applicant profile data, configure the Einstein Search Retriever, and update the necessary flows and prompt templates for using the Skill-Based Candidate Sourcing subagent.

            Required Editions

            Prepare Applicant Profile and Job Data

            1. Confirm that relevant job data exists in objects, such as Job Position, Job Position Qualification, Position Qualification, Recruitment Posting, Recruitment Requisition, Examination, and Competency.
            2. Ensure applicants have profiles created, preferably using the standard 'Create Profile' functionality on the Applicant Portal.
              Key objects include Person Examination and Person Competency. Accurate and complete profile data is essential for relevant recommendations.

            Configure Einstein Search Retriever

            1. Set up an Einstein Search Retriever for the Competency and Examination objects to allow the agent to find relevant competency and examination data.
              Follow the detailed instructions in your data retriever setup documentation.
            2. For both the objects, make sure that the Name field is included in the Search Index and Retriever.
              Important
              Important Allow sufficient time for the data to be indexed after creating the retriever before testing the agent.
            3. Create an ensemble retriever to combine the individual retrievers that you created for the Examination and Competency objects, with these fields to ground the prompt: Description, Name, Examination ID and Competency ID. For detailed instructions, see Create an Ensemble Retriever.
            4. Copy the ensemble retriever API name.

            Activate the Prompt Template

            1. From Setup, in the Quick Find box, enter Prompt Templates, and select Prompt Templates.
            2. Create a new version of the Fetch Examination and Competency prompt template.
            3. Activate the new version.

            Configure the Flows

            1. From Setup, in the Quick Find box, enter Flows, and select Flows.
            2. Configure the Get Exam and Competency Details for Skills flow.
              1. Open and create a new version of the Get Exam and Competency Details for Skills flow.
              2. Find the constant named RetrieverIdOrName.
              3. Edit the constant's Value to match the ID of the ensemble retriever.
              4. Save and activate the new flow version.
            3. Configure the Update Lead Status on the Application Form Creation flow.
              1. Open and create a new version of the Update Lead Status on Application Form Creation flow.
              2. Configure the flow to populate the Recruitment Posting field for every new application form.
                This value relates to the lead record to the recruitment posting.
              3. Save and activate the new flow version.
                The flow updates the lead record with a title that combines the recruitment posting name and the candidate's first and last name. It also sets the lead status to Qualified.
            4. To change how the agent retrieves account details for candidates shortlisted by skills, customize and activate the Get Candidate Accounts for Given Skills flow.
              The Get Candidates with Matched Skills agent action calls this flow. The default value for MaximumNumberOfRecordsToStore constant in the flow is 20000.
             
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