Understanding Records
In Bullhorn Recruitment Cloud, 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 Bullhorn Recruitment Cloud and optimizing recruitment efforts.
Example: Within the object, a record would include details about an individual contact, such as their name, email, and phone number.
Below are a list of commonly used record types:
- : Contains details about client organizations, including 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.
- Tracking: Link client records to orders and opportunities to monitor and manage recruitment activities related to each client.
- : 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 with information on job title, location, salary, and description, and manages the recruitment process for these .
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 , 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 .
- Deadline Tracking: Ensure timely completion of tasks by setting due dates and reminders.
- Task : Assign tasks to team members and monitor progress to ensure efficient workflow and communication.
- : Represents individual 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.
- 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.
- : Documents successful job 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.