Understanding Objects

In Bullhorn for Salesforce (BH4SF), Salesforce objects play a crucial role A job (vacancy, position, role) is an opening for which a customer's client needs a placement. in organizing and managing data related to recruitment and staffing processes. Understanding how these objects function and interact is essential for leveraging BH4SF to its full potential.

What is an Object?

Objects represent different categories of data crucial for recruitment and staffing. An Object refers to a table within the database. A few common objects include:

• Contact: Manages detailed information about individuals associated with various entities within Salesforce.

   

  Candidate Use Cases

  • Individual Profiles: Store comprehensive details about individuals, including their roles A job (vacancy, position, role) is an opening for which a customer's client needs a placement., contact information, and relationship to accounts or candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider..
  • Relationship Management: Track interactions, communication history, and engagement with 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). to build and maintain strong professional relationships.
  • Linking Records: Associate contacts with relevant accounts, job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. orders, candidates, and opportunities to provide a complete view of interactions and relationships.
  • Task and Activity Tracking: Manage and schedule activities related to contacts, such as meetings, calls, and follow-ups, ensuring timely and organized communication.
  • Reporting and Analysis: Generate insights on contact-related metrics, such as communication effectiveness, contact engagement levels, and role-specific performance.
  Client Use Cases

  • Client A Company is the organization where the contact works. This can also be called the Client. Account Tracking: Store client profiles with contact details, industry information, and business relationships.
  • Client Job Orders Management: Link jobs A job (vacancy, position, role) is an opening for which a customer's client needs a placement. to specific client accounts, tracking open positions A job (vacancy, position, role) is an opening for which a customer's client needs a placement. and recruitment progress.
  • Client Interaction History: Track and review communication, meetings, and interactions to maintain strong relationships.
  • Client Engagement Metrics: Analyze recruitment data for clients A Company is the organization where the contact works. This can also be called the Client., including fill rates and client satisfaction levels.

  Job: Represents open positions that need to be filled, including job titles, locations, and descriptions.

  Job Use Cases

  • Job Posting: Create and manage job listings with details like job title, location, salary range, and description.
  • Tracking Progress: Monitor the status of each job order, including stages like open, in progress, and filled.
  • Matching Candidates: Link job orders to suitable candidates, facilitating the recruitment process and ensuring alignment between job requirements and candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. profiles.
  • Managing Requirements Object. Its records store details about a Job position to be filled: Capture and update job-specific requirements and qualifications needed for each position A job (vacancy, position, role) is an opening for which a customer's client needs a placement..
• 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.: Captures potential job opportunities and leads A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. from various sources.
• Job Lead Use Cases

  • Lead A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. Tracking: Manage and organize potential job leads, including details such as job title, location, source, and preliminary requirements.
  • Opportunity Potential sales to new or established customers. Development: Convert job leads into job orders or opportunities by further qualifying them and assessing the alignment with your recruiting capabilities.
  • Lead Nurturing: Track interactions and follow-ups related to job leads to ensure timely and effective communication with potential clients or hiring managers.
  • Lead Conversion: Facilitate the transition of job leads to active job orders or recruitment campaigns by linking them to appropriate processes and workflows.
  • Reporting and Analysis: Analyze lead-related metrics, such as lead conversion rates, sources of leads, and overall effectiveness of lead generation efforts, to optimize recruitment strategies and resource allocation.

• Clients: Contains information about the clients your organization works with, such as company A Company is the organization where the contact works. This can also be called the Client. details and contact information.

  Clients Use Cases

  • Client Management: Maintain and access detailed client profiles, including company names, contact details, and industry information.
  • Relationship Building: Track interactions and relationships with clients, ensuring effective communication and service.
  • Job Association: Link jobs to specific clients, allowing for a clear view of client-specific recruitment needs and historical data.
  • Reporting and Analytics: Generate reports and analyze client-related metrics, such as the number of positions filled or the duration of job orders.

• Placements The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office.: Tracks successful job placements, linking candidates to job orders and clients.

  Placement Use Cases

  • Placement The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office. Tracking: Record and manage details of successfully filled positions, linking candidates to job orders and clients.
  • Performance Metrics: Measure recruitment success by tracking placement rates, time-to-fill, and other key performance indicators.
  • Client and Candidate Relations: Maintain records of placements to manage ongoing relationships with clients and candidates, including follow-ups and feedback.
  • Historical Data: Provide historical context for future recruitment efforts, helping to identify trends and areas for improvement.

• Account: Manages information related to companies A Company is the organization where the contact works. This can also be called the Client. or organizations that your company does business with.

  Account Use Cases

  • Client Organization: Store detailed information about client organizations, including company structure, contact details, and key stakeholders.
  • Business Relationships: Track and manage the business relationship with each account, including communication history, opportunities, and contracts.
  • Opportunity Management: Link job orders and placements to specific accounts to understand the full scope of your engagements with each organization.
  • Reporting and Analysis: Analyze account-related metrics, such as account growth, revenue contributions, and client engagement trends.

• Activity: Tracks various interactions and tasks related to other Salesforce records

  Activity Use Cases

  • Task Management: Schedule and manage tasks such as calls, meetings, and follow-ups, ensuring timely and organized interactions with contacts, candidates, or clients.
  • Activity Logging: Record details of completed activities, such as notes from meetings or outcomes of calls, providing a comprehensive history of interactions.
  • Linking Records: Associate activities with relevant records like accounts, job orders, or opportunities to maintain context and track engagement across different aspects of the recruitment process.
  • Monitoring Engagement: Track and review the frequency and type of activities to assess engagement levels and the effectiveness of communication strategies.
  • Reporting and Analysis: Generate reports to analyze activity trends, such as the volume of tasks completed, response times, and activity outcomes, to improve operational efficiency and decision-making.

• Task: Helps manage and track specific actions or to-dos within Salesforce.

• Task Use Cases

  • Task Management: Create, assign, and track tasks related to various objects, such as job orders, candidates, or client interactions, ensuring that important activities are completed on time.
  • Action When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates Tracking: Monitor the progress and completion of tasks associated with different records, such as follow-up calls, meetings, or application reviews, to keep recruitment activities organized.
  • Prioritization and Scheduling: Organize tasks by priority and schedule them to ensure timely execution of recruitment and client management activities.
  • Integration with Records: Link tasks to relevant records, such as contacts, opportunities, or job leads, to provide context and maintain a clear overview of what actions are required and their status.
  • Reporting and Analysis: Generate reports on task completion rates, overdue tasks, and overall task management effectiveness to improve workflow efficiency and ensure that critical activities are addressed.

Additional Resources

For more information on objects, see the Salesforce article Explore Objects.

There are different types of objects in Salesforce, for more details, see the Salesforce article What’s the Difference Between Standard and Custom Objects?.

Next Steps

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