Salesforce Admin Project
Salesforce Admin Project
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.
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