Object Manager

The Object Manager is a crucial tool for managing and customizing the various objects that store your recruitment and staffing data. This is

For more information on Objects see, Understanding Objects.

Key Features and Functions

Access and Manage Objects

To efficiently navigate and modify your data structures in BH4SF, you'll need to understand how to access and manage your objects.

Browse Objects: From the Object Manager, you can view a comprehensive list of all available objects within BH4SF. This includes standard objects like Accounts A business entity/company and 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)., as well as custom objects specific to your organization’s needs.
Select and Customize: Click on an object to view its details and make customizations. This is where you can adjust the settings and configurations to better suit your recruitment processes.

Front-End Customization

Personalize the way information is displayed and managed within your records by adjusting field visibility and layout arrangements.

Field Management: Customize which fields are visible on object records, how they are displayed, and their arrangement on page layouts. For example, you might choose to add or remove fields in the Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. object to capture additional details relevant to your recruitment team.
Page Layouts: Adjust the layout of records to enhance usability. This includes changing how information is presented and organizing sections to improve efficiency. You can set different layouts for various user profiles to ensure that each user sees the most relevant information for their role A job (vacancy, position, role) is an opening for which a customer's client needs a placement..

Manage Record Types and Page Layouts

To make BH4SF work better for you, adjust how your data is organized and shown. You can create different record types for various job positions A job (vacancy, position, role) is an opening for which a customer's client needs a placement. or client A Company is the organization where the contact works. This can also be called the Client. types and change page layouts to display information in a way that fits your workflow.

Manage Record Types: Create and manage different record types within an object to tailor the data capture process. For instance, you could set up distinct record types for different job positions or client types, each with its own set of fields and layouts.
Customize Page Layouts: Adjust how records are displayed by modifying page layouts. This allows you to present information in a way that aligns with your workflow and enhances the user experience.

Create Validation Rules & Automation

Ensure your data is accurate by creating rules that require certain fields to be filled in and check data formats. Also, improve efficiency by setting up automation to handle repetitive tasks, like workflow rules and process builder flows, so you don’t have to do everything manually.

Create Validation Rules: Ensure data accuracy and integrity by setting up validation rules. For example, you can create rules that enforce mandatory fields or data formats to prevent errors during data entry.
Set Up Automation: Configure automation processes related to objects, such as process builder flows, and approval processes. This helps streamline tasks and improve efficiency by automating repetitive actions.

Set User Access & Permissions

Set up permissions for each object to decide who can view, edit, or delete records. This helps protect sensitive information and ensures users only see the data they need for their job.

Control Access: Set up permissions and access controls for each object to determine who can view, edit, or delete records. This ensures that sensitive data is protected and that users have access only to the information they need for their role.

For additional information on permission sets, see Managed Permission Sets.

Example: If you are managing the Contacts object, you might use the Object Manager to:

Customize Fields: Add custom fields to capture additional details about each contact, such as preferred communication method or recruitment history.

Adjust Layouts: Modify the page layout to display contact information more effectively, making it easier for your team to view and update details during their interactions.

Set Validation Rules: Implement rules to ensure that all required fields are completed before a contact record can be saved, reducing errors and ensuring data completeness.

Additional Resources

For more information, see the Salesforce article Find Object Management Settings in Lightning Experience.

Next Steps

As an administrator, another place you will you find useful is the Custom Settings & Custom Metadata Types.