Executive Search v1 Features for Bullhorn Recruitment Cloud

Executive Search v1 extends Bullhorn for Salesforce (BH4SF) with specialized tools designed for executive recruiting workflows. These features help you track candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. employment history with precision, manage complex client A Company is the organization where the contact works. This can also be called the Client. relationships, organize target company A Company is the organization where the contact works. This can also be called the Client. research, and enforce off-limits policies to protect your firm's reputation.

Whether you are configuring the system for the first time or looking to enable specific features for your recruiting team, this guide connects you to detailed setup and usage information for each Executive Search capability.

Common Scenarios for Using Executive Search Features

You might need Executive Search features if you:

• Need to link candidate employment history directly to company (Account) records for accurate searchability
• Want to group target companies A Company is the organization where the contact works. This can also be called the Client. together when sourcing candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. for senior-level positions
• Need to track which client contacts 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). have specific responsibilities for a job (hiring manager, decision maker, etc.)
• Have to split fee credits among multiple team members who contributed to placing a candidate
• Must prevent recruiters from contacting candidates who are off-limits due to client agreements or other policies
• Want to reuse research from previous executive searches to speed up candidate identification
• Need to track billing milestones tied to specific job events for invoicing purposes

Available Executive Search v1 Features

Each feature below links to a detailed article with setup instructions and usage guidance.

Account Based Employment History

Connect candidate employment records directly to Account records in your database, ensuring accurate job history and improved candidate search results. This feature also supports account aliases, current job tracking, and CV parsing improvements.

Learn more: Account Based Employment History

Target Accounts and Account Lists

Group companies that share characteristics (industry, size, location) into Target Account lists for specific jobs, or maintain reusable Account Lists for faster candidate sourcing across multiple searches.

Learn more: Target Accounts and Account Lists

Job Roles

Assign specific roles (Client Contact 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)., Hiring Manager The person that approves/rejects Consultant's Timesheets/Expenses (usually a Client Contact, or Hiring Manager), Jury Member) to contacts 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). involved in a job, making it clear who has responsibility at each stage and improving communication tracking.

Learn more: Job Roles

Team Member Credits

Record how multiple recruiters or team members contributed to winning, converting, and delivering a job, with percentage-based credit allocation for origination, conversion, and execution.

Learn more: Team Member Credits

Job Billing

Track key billing events tied to job milestones (candidate submission An internal submission (submission, shortlist) is used to save the candidate against a job for which they may be a good fit., placement The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office. start, etc.) and trigger notifications to your billing team when invoiceable events occur.

Learn more: Job Billing

Related Jobs

Link similar past jobs to new open positions so your team can quickly identify candidates who were researched or contacted for comparable roles, reducing research time.

Learn more: Related Jobs

Off Limits

Automatically flag candidates or accounts as off-limits based on policies you define, preventing accidental contact that could damage client relationships or violate agreements.

Learn more: Off Limits (Legacy)

Need Help?

If you are unsure which features to enable, or if you encounter issues during configuration, contact Bullhorn Support with details about your use case.

Troubleshooting

If you cannot find a specific feature mentioned in this guide

Check that your Bullhorn for Salesforce package version includes Executive Search v1. Some features may require a minimum package version.

If buttons or fields are missing after configuration

Verify that you have assigned the correct permission sets to your user account and refreshed your browser.

If Generic Lookup is not configured

Most Executive Search features require Generic Lookup to be set up in your org. Contact your Salesforce administrator or Bullhorn Support for assistance.

If you need to customize picklist values or field sets

Follow the customization guidance in each individual feature article. Most features allow admins to adjust picklists and field sets to match your firm's terminology.

Frequently Asked Questions

Can I enable only some Executive Search features, or do I need to turn them all on?

You can enable features individually based on your firm's needs. Each feature has its own configuration steps and permission sets.

Do these features work with all Bullhorn for Salesforce editions?

Executive Search v1 features are included in specific BH4SF packages. Confirm with Bullhorn Support if you are unsure whether your package includes these capabilities.

What is Generic Lookup and why do so many features require it?

Generic Lookup is a shared component that enables smart search functionality across multiple Executive Search features. It allows the system to search both primary records and related data (like account aliases) simultaneously.

Can I customize the fields and picklists in these features?

Yes. Most features use field sets and custom picklists that admins can adjust. Refer to the configuration section in each feature article for details.

Is the Off Limits feature still supported?

The version documented here is obsolete. If a client requests Off Limits functionality, contact the Bullhorn Product Team for current guidance.

Next Steps

Choose a feature from the list above to view detailed setup and usage instructions.