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Onboarding, Crossboarding, Offboarding. All Native to Salesforce®

Onboarded for Salesforce runs onboarding workflows, including I-9, E-Verify, background checks, and every handoff in between, from inside your Salesforce org. No middleware, no off-platform handoffs.

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Faster IT and procurement reviews.

Salesforce Security Review gives IT teams a head start.

HR Ops stays in Salesforce.

No context switching, no chasing data across five+ tools.

One vendor to audit, not a chain.

Consolidate middleware, connectors, and off-platform tools.

The Gap

Why legacy onboarding breaks for Salesforce customers.

Recruiting and Ops teams leave Salesforce to chase forms across five+ tools, ops pushes data through middleware that breaks, and IT inherits another vendor to audit.

Off-platform tools force recruiters out of Salesforce.

Context-switching slows placements and creates room for error.

Middleware creates silent failure points.

When the connector breaks, no one sees it until a worker can't start.

PII bouncing between systems creates IT and compliance exposure.

Every off-platform handoff is another vendor to audit.

The Solution

How does Onboarded for Salesforce work?

Onboarded installs as a native managed package inside your Salesforce org. It runs pre-boarding, onboarding, offboarding, and cross-boarding, including forms, I-9, E-Verify, background checks, and every handoff in between, from the records your team already uses.

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Work Inside Your Org

What you can do with Onboarded inside Salesforce

Run onboarding in your existing Org, not across disconnected systems.

Your team runs the full workflow from the Salesforce record they're already on.

Maps onto Salesforce objects you already use: Person Accounts, standard, or custom

Point-and-click field mapping, no code or middleware

Existing automations, reports, and processes stay intact

No need to rebuild your Org or retrain your team

Salesforce-validated, not just integrated.

A Salesforce-reviewed managed package speeds up your IT and procurement reviews.

One managed package installed inside your Salesforce Org

Nothing hosted elsewhere, PII handled to Salesforce standards

Centralized error logging and automatic PDF archival built in

One vendor for your security team to audit, not a chain of connectors

From offer to Day 1 to offboard, all in Salesforce.

No data gaps, duplicate records, or manual handoffs between systems.

Automatic relationship resolution across Onboarded and Salesforce

Real-time data flows so your systems stay in sync

Bidirectional guards prevent sync loops and duplicate data

Reliable batch sync across seven object types

Who it’s for

Built for staffing firms and enterprise employers running
‍high-volume hiring on Salesforce.

Staffing firms on Salesforce-native ATS.

Run onboarding from the same record your recruiters work in, with compliance routing per client, location, and role.

Enterprise employers on Service Cloud or Sales Cloud.

Run recruiting and HR workflows in the platform your business already trusts. Inherit governance, audit, and access controls from your Org.

Features

What's in the managed package?

Cross-System Orchestration Engine

Coordinates onboarding and compliance across your ATS, payroll, and verification tools, natively inside Salesforce. Every step runs from offer accepted to ready-to-work to offboard.

Context-Aware Policy Engine

Surfaces the right onboarding tasks for every worker, role, client, and location automatically. Recruiters focus on high-impact work, not compliance routing.

Adaptive Salesforce Data Model

Maps to your Salesforce data model, including custom objects and fields. Point-and-click mapping, no rigid schema.

Complete Customer & Candidate 360

Brings the full onboarding lifecycle into Salesforce. Activate, upskill, retain, and redeploy candidates without leaving your Org.

Flexible Worker Experience

Renders wherever candidates already engage: email, SMS, your portal, or a branded link. Mobile-optimized for I-9s, tax forms, and ID verification.

Managed Global Compliance Library

I-9, E-Verify, WOTC, payroll withholding, Wage Notices, Labor Posters, and healthcare credentialing. Maintained by Onboarded, updated automatically.

Field-Level Audit Trail

Every action, change, and decision tracked at the field level inside Salesforce. Real-time status and defensible audit trails on demand.

FAQ

Frequently asked questions about Onboarded for Salesforce.

How do I install Onboarded for Salesforce?

Install directly from the Salesforce AppExchange, or book a demo and Onboarded will guide you through setup.

What's the implementation lift?

Less than a typical onboarding rollout. Native AppExchange install, no middleware to configure, no connectors to maintain. Your Salesforce admin works inside the data model they already know.

We already have a Salesforce integration with another onboarding tool. Why switch?

Most onboarding tools were not built for Salesforce, so the integration is an afterthought: a connector, a middleware layer, or a workflow tool holding it together. Those break in ways that are hard to see coming, and your team owns the cleanup. Onboarded was purpose-built to run inside Salesforce, not patched into it.

How many Salesforce objects does Onboarded sync to?

Seven object types, with point-and-click mapping to custom objects and fields. Bidirectional sync includes loop guards to prevent duplicate records.

What does Onboarded for Salesforce include?

I-9, E-Verify, WOTC, payroll withholding, background checks, identity verification, custom forms, and policy-driven compliance routing. The full Onboarded compliance library runs inside your org.

Which Salesforce products does Onboarded work with?

Service Cloud, Sales Cloud, and Salesforce-native ATS products on the AppExchange. The package maps to Person Accounts, standard objects, and custom objects.

Is the package Salesforce Security Reviewed?

Yes. Onboarded for Salesforce passed Salesforce Security Review and is listed on the AppExchange.

Is Onboarded for Salesforce a native managed package?

Yes. It is a native managed package, installed inside your Salesforce org. No middleware, no separate hosting, no chain of connectors to maintain.

Run onboarding where your business already runs

Get a demo or view Onboarded for Salesforce on the AppExchange.