Understanding Fields

In Bullhorn for Salesforce (BH4SF), Salesforce fields are fundamental components that provide detailed information within each Salesforce records. Fields define and capture specific attributes of records, allowing users to track and analyze key details throughout the recruitment process. Understanding how fields work is essential for effectively managing and utilizing your recruitment and staffing data.

What is a Field?

A field is a data point within an object that holds specific information about a record. Fields are comparable to columns in a database table and are used to store attributes like names, dates, and statuses.

Below are a list of commonly used field types:

• Job Leads Object. Its records store details about a Job position not yet advertised or confirmed by potential Client. Once the Client confirms, the Job Lead can be converted to Job record.: Capture and manage potential job opportunities or leads A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. from various sources, including details like job title, company A Company is the organization where the contact works. This can also be called the Client., and contact information, to track and follow up on new recruitment prospects.
• Job Leads Use Cases

  • Opportunity Potential sales to new or established customers. Name: Identifies the potential business or recruitment opportunity, tracking engagement efforts.
  • Estimated Value: The projected value of the opportunity, aiding in revenue assessment.
  • Stage: The current phase of the opportunity, such as "Prospecting" or "Closed Won," for pipeline management.
• Client A Company is the organization where the contact works. This can also be called the Client. Fields: Store and manage information about client organizations, including key details like company name, primary contact, and industry, to facilitate client relationship management and tailor recruitment strategies.
• Client Fields Use Cases

  • Company Name: The client organization’s name, used to manage client accounts.
  • Contact Person: The primary contact within the client organization, facilitating communication.
  • Client Industry: The industry of the client, aiding in tailoring recruitment strategies.
• Placement The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office. Fields: Track details about successful job placements The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office., including the candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. placed, the associated job order, and the placement date, to monitor recruitment outcomes and performance.
• Placement Fields Use Cases

  • Candidate Name: The name of the candidate placed in a job, tracking successful placements.
  • Job Order Reference: Connects the placement to the specific job order for context.
  • Placement Date: The date the placement occurred, useful for tracking and reporting.
• Task Fields: Manage and track activities related to recruitment and staffing, including describing the task, setting deadlines, and monitoring the task's status to ensure timely and organized completion.
• Task Fields Use Cases

  • Task Name: Describes the activity to be completed, such as scheduling an interview.
  • Due Date: The deadline for the task, helping manage priorities.
  • Status: The current state of the task, like "Not Started" or "Completed."
• Candidate Fields: Capture and manage detailed attributes related to job candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider., such as their personal details, contact information, and qualifications, essential for effective recruitment and placement processes.
• Candidate Fields Use Cases

  • First Name: The candidate’s given name, used for personalized communication.
  • Email Address: The candidate’s contact email, used for updates and scheduling.
  • Resume: A file or link to the candidate’s resume, for reviewing qualifications.

• Job Fields: Define and manage the details of job openings, including position titles, locations, and compensation, to facilitate job listings, candidate matching, and recruitment efficiency.
• Job Fields Use Cases

  • Job Title: The position being filled, crucial for job listings and matching candidates.
  • Location: The job's geographic location, important for aligning roles A job (vacancy, position, role) is an opening for which a customer's client needs a placement. with candidate preferences.
  • Salary Range: The compensation offered, helping match opportunities with candidate expectations.

Additional Resources

For more information on how to use fields, see the Salesforce article Customize Fields.

Next Steps

For details on how Objects, Records, and Fields work together, see Building Your Data Structure.