Job
: Candidate Finder
This article applies to
s using the data model only.Overview
The Candidate Finder component is used to source Candidates
for the Job
without having to navigate away from the . To access the Candidate Finder window, navigate to the Toggle Candidate Finder icon
on the left side of the screen.
Using the Candidate Finder
- Go the Select Candidate Source dropdown and select a Candidate source from the following:
- Global Contact Search
- List Views
- Match
- Call List
- Job Board
Application
- Potentials
- Long List
- Use the search box or select from the dropdown, depending on the candidate source selection.
- From the list of Candidates displayed, mark the checkboxes next to the desired names.
- Go to the Add to dropdown at the bottom of the window and select the stage to add the Candidate.
- Select the Add icon
.
Candidate Source Details
- Global Contact Search: Searches the Contact object.
- List Views: Shows the Contact List Views that the logged in user has access to.
- Match: Only for s where is configured. It will return the Candidates that match the job according to the criteria set as part of the configuration.
- Call List: Shows the Call Lists
that the logged in user has access to.
- Job Board Application: Only for s that use the Job Board Application object. This object is used by some customers to store applications that are sent in from an external Job Board.
- Potentials: Only for s where is configured. It will return Candidates that have been selected as Potentials in searches.
- Long List: The Long List object (formerly known as Opportunity
Discussed) stores data of Candidates in the pre-application stage. It is not included in the flows and back end triggers of the job stage objects: Application, Submittal
, Send Out
and Send Out Schedule, Offer
, Closing Report
. However, it can be used in as a first stage and the Longlist swimlane
can be added to the Kanban board
. Whether or not you are using Longlist in the Kanban, you can source candidates from the Longlist object in Candidate Finder and add them from there to any other stage.

Admin Note:
These customization options are available for Candidate Finder:
Add/Remove Sources from "Select Candidate Source" Dropdown
- Go to Setup > Custom Settings > Candidate Finder Source Setting.
- Click Manage to change the order in which the sources are displayed or remove a source altogether.
Customize Information Displayed on the Cards
- Navigate to Setup > Build > Customize > Contacts
> Field Sets > CandidateFinderFieldSet.
- Add or remove the fields you'd like to see.
Was this helpful?