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Salesforce Admin Project

1. The document outlines the configuration of various custom objects like Position, Candidate, Job Application etc. and their relationships to implement recruitment functionality. It describes setting up record types, page layouts, validation rules, formula fields, lookup relationships and more. 2. Data security configurations are proposed like creating profiles for different user roles, permission sets and assigning them. Sharing rules and organization-wide defaults are also configured to restrict access appropriately. 3. Various reports, list views and actions are created for different objects. Feed and history tracking is enabled. The document covers comprehensive use cases for recruitment application setup and management.

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Abhi Hivrale
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0% found this document useful (0 votes)
233 views

Salesforce Admin Project

1. The document outlines the configuration of various custom objects like Position, Candidate, Job Application etc. and their relationships to implement recruitment functionality. It describes setting up record types, page layouts, validation rules, formula fields, lookup relationships and more. 2. Data security configurations are proposed like creating profiles for different user roles, permission sets and assigning them. Sharing rules and organization-wide defaults are also configured to restrict access appropriately. 3. Various reports, list views and actions are created for different objects. Feed and history tracking is enabled. The document covers comprehensive use cases for recruitment application setup and management.

Uploaded by

Abhi Hivrale
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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1.

Created Custom Objects in my Recruitment app


a. Position
b. Job Application
c. Candidate
d. Review
e. Job Posting
f. Employment Websites
2. Use case covered on Position Object-
1. If Close date is empty and Status field is
Closed-Filled/Closed-Cancelled/Closed-Not approved, we need to show an error
message is “Closed Date is not Specified”.
Solution-We can achieve by using Validation rule.
2. Minimum Salary should be greater than 0 and Max Sal should be greater than
Min Sal.
Solution-We can achieve by using Validation rule.
3. Number of Days Position Open
Solution-It should be auto populating value. We can achieve by using Formula field.
(Created Date-Start Date)
4. Update Severity Field to RED/AMBER/GREEN. We can achieve by using Formula
field.
If Days Open>20 -----RED
If Days Open>10 ------AMBER
If Days Open<10 ------ GREEN
5. Create record type on Position object. We can create record type from
Record type and then create page layout for all the record types.
a. Technical Record type
b. Non-Technical record type
6. For Technical Record type, working days should be Mon-Fri and for Non-
Technical Record type working days should be from Mon-Sat.
Solution- From record type edit the working days picklist field as required.
7. Create Compact layout and below fields on compact layout.
a. Position Name
b. Job level
c. Record type
d. Hire By
e. Status
Solution- Navigate to Compact layout under Position object and required fields to
the layout.
8. Create Hiring Manger Field on Position object.
Solution- Create Lookup with user
3. Use case covered on Candidate Object
1. Create all the required fields for candidate object.

4. Use case covered on Job Application Object


1. Job Application Object lookup with Position and Candidate. So we need to
create lookup relationship on child object (Job Application Object).
2. On Job Application we need to display candidate name like FN,LN.
Solution- We can achieve by using formula field and need to use concatenate
operator.
5. Use case covered on Review Object
1. Master Detail relationship in between Job Application and Review object.
Master is Job application and Detail will be review object.
2. On Review object, need to display Position Name.
Solution- To Display position name , need to create formula field. We know that
Review obj Parent is Job application and it’s parent is Position. So formula field
we can use to achieve this.
Review->Job Application->Position->Position Name
3. On Review object, need to display Candidate Name.
Solution- To Display Candidate name , need to create formula field. We know that
Review obj, Parent is Job application and it’s parent is Candidate. So formula
field we can use to achieve this.
Review->Job Application-> Candidate ->Candidate Name
4. Need to Display Hyperlink text field like Candidate Link.
Solution-To achieve we can use formula field.
HYPERLINK("/" & Job_Application__r.Candidate__r.Id,
Job_Application__r.Candidate__r.First_Name__c )
5. Need to Display Hyperlink text field like Position Link.
Solution-To achieve we can use formula field.
HYPERLINK("/"& Job_Application__r.Position__r.Id ,
Job_Application__r.Position__r.Name )
6. Need to display rating number field and should allow only number from 1-5.
Solution- To achieve this need to create Validation rule.
!(Rating>=1 && Rating <=5) OR (Rating <1 || Rating>5)
7. Need to display below fields on Job Application Object.
1. Total Rating
2. Number of reviews
3. Highest rating
4. Lowest rating
5. Best review rating. If rating >=4
Solution- To achieve the above scenario need to create rollup summery on Job
application object. As Job application object is Parent/Master object we can create
Rollup summery on Parent object.
8. On Job application, review related list add below fields.
a. Review Name
b. Rating
c. Position
d. Created By
e. Candidate
Solution: Navigate to Job application Page layout . On related list add all the
required fields.
6. Use case covered on Employee Website Object
1. Create all the required fields on employment website
7. Use case covered on Job Posting Object
1. We can create multiple post one employment website. So Employment website
is Master and Job Posting object is child. We need to create MDR relationship.
2. We need to create MDR in between Position and Job Posting object. Position
is Master and Detail is Job posting.
3. So Hear Job posting object act like Junction object as we have 2 MDR
relationship.
8. Need to create Duplicate rule on Candidate Object, so it will prevent creating
of duplicate record.
Solution: 1st we need to create Matching rule followed by Duplicate rules. From
Home->Duplicate/Matching rule
9. Enable Feed Tracking for Position and Candidate Object.
Solution: It basically display the changes in chatter feed. It will retain up to 45
days. It displayed on chatter feed detail section. Home-> Feed Tracking -> Select
Object-> Enable feed Tracking
10. Enable Field History Tracking for Position and Candidate Object.
Solution: It basically track the changes in field history in the history related of
an object. It will retain up to 18 months. It displayed on history field relate
list section. Object->Field and Relatn -> Set History Tracking-> Enable field
history
Then in Page layout add Object History on related list.

11. Create List view for Position object as below.


a. Open Position
b. Closed Position
c. Technical Position
d. Non-technical position
Solution: On Object record detail page Gear Icon (List view control)->New

12. Create Global Action on any Object. (In top while click on + icon all global
action ll appear)
Solution: Home->Global Action->New Action->Select Target Object
Then in Publisher Layouts Mobile& Lightning section add the Action as well as page
layout section also.
13. Create Object Specific Action. On Job application object, create review
action.
Solution: Object-> Button Links & Action->New Action->Target Object->Action Name
Add into the page-layout Mobile and Lightning section.
14. Create Candidate Tabular report.
15. Create Summery report on Position based on Position status.
16. Data Security Implementations:-
1. Create Profile as “Recruiter”
Solution: Clone the Standard user and rename to “Recruiter”
2. Provide Object permission to below objects.
Position- Create/Read/Edit
Candidate- Create/Read/Edit
Job Application- Create/Read/Edit
Review- Create/Read/Edit
Job Posting- Create/Read/Edit/Delete/View & Modify All
Employment Websites- Create/Read/Edit/Delete/View & Modify All
Solution: Profile ->Object Settings
3. Create one more Profile as “Standard Employees” and provide below access to
the Objects.
Position- Read access to the Objects and all the fields except Max Pay/Min pay .
Candidate- No Access
Job Application- No Access
Review- No Access
Job Posting- No Access
Employment Websites- No Access
Solution: Profile ->Object Settings, Remove the edit and read access for Max
Pay/Min pay fields.
4. Create Permission sets as “Hiring Manager” and provide below access to the
Objects.
Position- Create/Read/Edit (Object Permission)
Candidate- Read (Object Permission), Read all fields except SSN No fields
Job Application- Read/Edit (Object Permission) & Read/Edit all fields except Lookup
fields. Lookup fields only Read access.
Review- Create/Read/Edit (Object Permission)
Job Posting- Create/Read/Edit (Object Permission)
Employment Websites- Read (Object Permission)

5. Create Permission sets as “Interviewer” and provide below access to the Objects.
Position- Read(Object Permission) & Read/Edit all the fields except Max Pay/Min pay
Candidate- Read (Object Permission), Read all fields except SSN No fields
Job Application- Read (Object Permission
Review- Create/Read/Edit (Object Permission)
Job Posting- No Access
Employment Websites- No Access
NOTE- Permission sets will be assigned to Standard Employee, they are playing the
role of HR Manger and Interviewer.
17. Use cases for Data Security:-
1. Assign Recruiter Profile to the Test user.
2. Assign “Stannard Employee” profile to the Test User.
3. Assign “Stannard Employee” profile and “Hiring Manger” permission sets to
the Test User.
4. Assign “Stannard Employee” profile and “Interviewer” permission sets to the
Test User.

18. Apply Organization Wide Default(OWD) to the below Object


1. Candidate & Job Application- Private
2. Employee Website & Position- Public Read Only
Solution: Search Finder->Sharing Setting->Select Object-Set OWD
19. Apply Sharing Rule as below.
Object-Candidate
Rule Lebel-Edit Candidate
Owned By-All Internal Users
Public Group-Should be shared with recruitment manager.
Access Level- Read/Write

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