Configure USAM Contact Popover

Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. details can be previewed without leaving the Results page or loading the third panel of full details. Match results will also display a custom counter of Closing Reports related to the Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement.’s client A Company is the organization where the contact works. This can also be called the Client. account.

1. Navigate to Setup > Custom metadata types > Search & Match UI Configuration Custom Metadata Type > Manage Records
2. Click Edit.
3. Click Enable Candidate Popover checkbox.
4. Click Save.

The popover appears when you hover over the Candidate’s name on the Search Results page.

Popover Configuration

Displayed Data

The Contact fields and Related Lists displayed is pulled from the page layout.

1. Navigate to Setup > Custom metadata types > Search & Match UI Configuration Custom Metadata Type > Manage Records.
2. Click on Edit next to the SM Config record.
3. Go to Table Fields Info field and update the JSON.
   • Look for fieldAPIName in the JSON and replace "Name" with "Id".
4. Click Save.

Profiles and Page Layouts

Configure what Contact Page Layout is used in the popover and what Profile can see it.

1. Navigate to Setup > Custom metadata types > Contact Detail Popup Configuration.
2. Choose the Contact Page Layout to be used in the popover.
3. Enter the following information:
   • Label: Record’s name
   • Contact Detail Popup Configuration Name: Developer’s record name
   • Profile Name: Enter the name of the profile for which you want to enable the popover
   • Brand: User In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies object picklist field
   • Layout Name: Enter the Contact object layout name.
     • Use the format "Contact" + namespace prefix if needed + Layout name
       • For example, Contact-TR1__Contact Popup Layout
4. Click Save.

Configuration Notes

• In the Contact Detail Popup Configuration metadata record, the Contact object layout can be mapped based on User Profile Name or User Brand field.
• If this configuration is for an Org that is localized to a language other than English, please make sure to enter the localized profile name in the Profile field of the Custom Metadata Type.
• The logic implemented to find if there is a popover configuration for the logged-in User is as follows:
  • Profile Name and Brand matched, if not => Brand matched if not => Profile Name matched.
• If there is no configuration for the logged-in User (no custom metadata type record for his Profile or Brand), then the SAM An abbreviation used in BH4SF for one of the Search and Match versions Popup is disabled.

Popover Related Lists

To see more information on Popover Related Lists, see Configure USAM Contact Popover Related Lists.