Building Your Data Structure

Understanding the relationship between objects, records, and fields is essential for effectively managing recruitment and staffing data. These three elements have a strong working relationship with each other and build the foundation of Bullhorn for Salesforce (BH4SF).

Elements

For details on what each element is and what they do, visit:

Putting It All Together

Think of objects as big folders that organize your data into categories, like AccountsClosed A business entity/company, JobsClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement., ContactsClosed A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact)., and PlacementsClosed The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office.. Inside each folder (object), you'll find individual files (records) that hold specific pieces of information, like details about a particular jobClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. or contact. Each file (record) has various sections (fields) that contain specific details, such as a contact's email address or a job's salary range. Understanding how these folders, files, and sections work together helps you efficiently manage and use your data.

Example: 
ClientClosed A Company is the organization where the contact works. This can also be called the Client., candidateClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider., and activity details are all stored within the Contacts Object.
Within the Contacts object, you’ll have multiple records. Each record represents a specific individual or entity you interact with, such as a particular client, candidate, or recruiter.
The List ViewClosed One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View) provides a overview of all these contact records in a tabular format, allowing you to see key information at a glance. For example, the List View might show a table with columns for Contact Name, CompanyClosed A Company is the organization where the contact works. This can also be called the Client., and Job Title. This overview helps you quickly identify and locate specific contacts based on these summary details.
To get more detailed information about a particular contact, you can click on their name in the List View. This action opens the individual contact record, where you can view and edit more comprehensive details, such as their Email Address, Phone Number, commission, and status.
This detailed view provides all the specific attributes associated with that contact, allowing for more effective management and communication.

Configuring

Each Object has its own dedicated fields. With a bit of configuration, System Administrators can order, add, and remove fields on a page layout to your firm's desired preference. Additionally, System Administrators can use existing fields or create their own custom options, ensuring that your firm is collecting the data it needs to perform its daily activities.