Understanding Records

In Bullhorn for Salesforce (BH4SF), records are the individual entries within Salesforce objects. They store specific data related to each object and are crucial for managing and organizing information efficiently.

What is a Record?

A record represents a single unit of data within an object, similar to a row in a database table. Each record contains detailed information relevant to the object it belongs to. Understanding how these records work and interact is essential for effectively using BH4SF and optimizing recruitment efforts.

Below are a list of commonly used record types:

• Client A Company is the organization where the contact works. This can also be called the Client.: Contains details about client organizations, including company A Company is the organization where the contact works. This can also be called the Client. information and key contacts, used to manage client relationships and recruitment needs.
  • Client Use Cases

    • Client Information Storage: Keep detailed records about client organizations, including company structure, contact details, and key stakeholders.
    • Business Relationship Management: Track interactions and engagements with client organizations, including meetings, contracts, and service agreements.
    • Opportunity Potential sales to new or established customers. Tracking: Link client records to job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. orders and opportunities to monitor and manage recruitment activities related to each client.
• Job Lead Name of BH4SF custom object. It stores details about a Job position not yet advertised or confirmed by a potential Client. Once the Client agrees to use the recruiter's services to fill the open position, then a Job Lead can be converted into Job record.: Represents potential business prospects or new recruitment engagements, helping to manage the sales pipeline and client needs.
  • Job Lead Use Cases

    • Recruitment Opportunities: Track potential business opportunities related to recruitment, including new client engagements or potential job orders.
    • Client Needs Assessment: Link opportunities to client records and job orders to align recruitment efforts with client needs.
• Job: Tracks open job positions A job (vacancy, position, role) is an opening for which a customer's client needs a placement. with information on job title, location, salary, and description, and manages the recruitment process for these roles A job (vacancy, position, role) is an opening for which a customer's client needs a placement..
  • Job Use Cases

    • Job Listing Management: Create and manage job listings with details such as job title, location, salary range, and job description.
    • Recruitment Coordination: Link job orders with candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider., track applications, and manage the hiring process.
    • Client Interaction: Associate job orders with client accounts to track and manage recruitment needs specific to each client.
• Task: Manages and tracks activities and to-dos related to recruitment, such as scheduling interviews and following up with candidates.
  • Task Use Cases

    • Activity Management: Track and manage tasks related to recruitment activities, such as scheduling interviews, following up with candidates, and coordinating with clients A Company is the organization where the contact works. This can also be called the Client..
    • Deadline Tracking: Ensure timely completion of tasks by setting due dates and reminders.
    • Task Assignment A Job position: Assign tasks to team members and monitor progress to ensure efficient workflow and communication.
• Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider.: Represents individual job seekers A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. with detailed personal, professional, and engagement information.
  • Candidate Use Cases

    • Profile Management: Store detailed information about job candidates, including personal details, professional experience, education, and skills.
    • Application First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) Tracking: Track candidates through various stages of the recruitment process, such as application received, interview scheduled, and offer extended.
    • Engagement History: Maintain records of interactions with candidates, including communication history and feedback.
• Placement The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office.: Documents successful job placements The stage that occurs after a candidate accepts a job offer and facilitates their information being copied to the back office. by linking candidates with specific job orders and clients, tracking placement details and performance.
  • Placement Use Cases

    • Successful Job Placement Tracking: Record details of successful placements, linking candidates to specific job orders and clients.
    • Performance Metrics: Analyze placement success, including time-to-fill, candidate satisfaction, and client feedback.
    • Engagement Documentation: Maintain records of placement details to support future recruitment efforts and client relationship management.

 

Additional Resources

For more information on how to create and update records, see the Salesforce article Create and Update Records.

Next Steps

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