Build a Real Salesforce Recruitment App as an Administrator

Design application settings on the Salesforce platform by creating a new custom item with a unique name and description, and configuring profiles like system administrator.

Design the objects structure and details for a real project, establishing relationships from job application to candidate and providing a details form view for the job application.

Explore advanced object structure design in Salesforce, detailing custom objects, fields, picklists, and relationships for candidate and job applications.

Explore how to design record type and page layout details in a Salesforce project, including record type assignments, panel settings, related lists, and assessment scoring.

Learn how to design the search results page layout to clearly present candidate details for job applicants, including name, first name, last name, and email address.

Examine validation rule details design within a real Salesforce project, focusing on pay checks, mean pay comparisons, numeric ranges from 1 to 10, and related display logic.

Examine workflow details design in a Salesforce project, focusing on evaluation criteria, group criteria, content approval, and the setup of email notifications and templates.

Explore the end-to-end approval process design in Salesforce, tracing states from approved to waiting, conditional steps, and how buyout scenarios influence the workflow.

Design email template details for the Salesforce platform, emphasizing unique naming and alignment with the approval process; explore simple imagery and symbols to enhance clarity.

Explore designing and configuring three custom profiles: hiring manager, interviewer, and another profile, and learn how each profile sets and views candidate posts and related reviews in a Salesforce project.

Design roles and users details for a real Salesforce project by creating new users with last name, first name, email, and username, including CEO, interview management, and product development roles.

Explore public group details design, including organizing three groups, managing members, and interview considerations today.

Learn owner assignment details design in a real Salesforce project by configuring assignment settings, linking them to profiles and flows to manage job applications and recruiter profiles.

Design report and dashboard details in a Salesforce project by configuring columns, names, and settings, and using visual elements like donut charts and funnels to support insightful views.

Learn how to create and manage profiles on the Salesforce platform, including selecting standard profiles, creating new profiles, configuring settings, and saving profile specifications.

Create an app in Lightning Experience by setting up a new application, selecting items, and applying the US specification while assigning system administrator profiles.

Create a classic app in the Salesforce platform by navigating to apps, selecting new, choosing the application type, naming and specifying details, attaching files, and saving to the application list.

Learn to create four custom objects in Salesforce, configure their settings, and add related activities to demonstrate object creation.

Create fields for a position custom object in the Salesforce platform, configure status and time fields, and set currency and decimal values, using copy and paste workflows.

Learn to create position fields in a Salesforce project by configuring occupation dependencies, adding values, and linking job types across information technology, housing, retail, and warehousing domains.

Create candidate fields, including first name, last name, email, address, and mobile, and save the data while navigating through form steps in a real Salesforce project.

Learn to create and configure fields on the candidate object in Salesforce, including social number, education, and qualification fields, using practical create, copy, paste, and save workflows.

Create fields for the job application object in the Salesforce platform, linking it to candidates, configuring statuses, scores, and reviews, and saving the design through the object manager.

Create and configure review fields in the Salesforce platform to capture scores and job applications, set up assessment views, and apply custom options for streamlined reviews.

Arrange the tab object and integrate custom objects into the case design, configure policies, and manage candidate job applications within Salesforce.

Set page layout and fields display for a Salesforce object, including creating labels and descriptions, mapping occupation picklist values, and arranging left and right column placements.

Set up the candidate object in Salesforce by configuring the page layout and displaying fields such as last name, first name, contact info, address, and education details.

Configure the page layout and fields display for the job application object in Salesforce, navigate the job application tab, and organize sections such as status views and related fields.

Review how to set up page layouts and fields display in a Salesforce project, including setting up a flow, navigating setup options, adjusting layout details, and saving configurations.

Enter and validate input test data for a position record by creating new entries, copying field values, and applying default statuses in the Salesforce position object.

Practice inputting test data into the Salesforce candidate object by creating a new candidate and populating fields like last name, first name, mobile, email, address, postal code, and education.

Create and populate a job application custom object by entering test data for applicants, including name, candidate, and cover letter, using new records and views in the Salesforce platform.

Input tested data into the Review object in a real Salesforce project, creating and saving records, looking up job applications, and confirming the newly created entries were successful.

Configure the search result page layout in Salesforce by organizing candidates, job applications, and custom fields such as first name, last name, email, and assessment score.

Create and test validation rules to enforce a score between 1 and 10, display error messages for out-of-range inputs, and verify save operations in the Salesforce project.

Create a workflow on the position object using flow to automate notifications and emails with templates. Set up email templates and notifications within the Salesforce platform to streamline processes.

test the workflow of the position object by configuring the process, adding a status from an approved upload, saving changes, and verifying email delivery to the inbox.

Create user roles in a real Salesforce project by configuring setup options, applying SEO settings, and validating role-based access through development workflows.

Learn how to add a new user to a Salesforce organization, part 1, by navigating to setup, creating a user, entering name and email, and configuring access and security.

Add new users to a Salesforce organization by navigating to setup, selecting users, copying email addresses, and applying assignments through view management for the hiring manager.

Learn how to add new users to a Salesforce organization, using example names like David, Williams, Davis, Max, John, and Johnson to illustrate user creation.

Create public groups for profiles setting in Salesforce, copy and paste group configurations, and assign members to development, product development, and interview teams, then save changes.

Set up a custom profile asset to configure the recruiter profile’s access to objects, override job permissions, and process job applications within the Salesforce platform.

Configure hiring manager access permissions and sharing for Salesforce objects, create and manage job positions, and organize profiles and groups to control recruitment workflows.

Configure an interviewer's profile to control access to Salesforce objects, including setting view permissions and reviewing data visibility across interview records for candidates.

Learn how to set an interviewer's profile access permissions to candidate objects in Salesforce, including enabling view and edit options, saving changes, and testing security across the interview workflow.

Configure the interviewer's field-level security on candidate objects to control access to the social security number, add and save views, and verify field visibility.

Set the interviewer's profile field-level security on candidate objects, and manage access by creating and saving views, controlling visibility of sensitive fields like social number.

Set interviewer profile access permissions to objects, configure the job application object visibility and options, and manage view and edit rights within interview workflows.

Learn how to set interviewer profile's access permissions to Salesforce objects, configure create and edit rights, and verify permissions through profiles, accounts, and related assets.

Learn to create and configure an approval process for a position in Salesforce, including defining criteria, setting up email notifications, and managing approval steps and tiers.

Explain the test approval process for a position using two test cases based on maximum usage thresholds, and outline the approval and notification flows among managers and members.

Demonstrates the end-to-end test approval process for a position, including submitting for approval, manager approval, email notifications, and tracking approvals within the Salesforce platform.

Learn to configure a test approval workflow for a position on the Salesforce platform, set policy limits, route for CEO approval, and finalize approvals.

Learn how to use DataLoader to export and delete test data in a Salesforce project. Follow the step-by-step credential setup and export workflow to complete the data operations.

Learn how to import sample data from Excel files into Salesforce, map fields, resolve conflicts, and standardize employment status for position records.

Learn to import sample data for candidates, job applications, and reviews into a real Salesforce project, verify imports, and manage encoding and records across the workflow.

Create a position report and a column chart by configuring fields, setting maximum pay, adjusting visuals, and saving the customized report.

Create a candidate report and a donut chart in the Salesforce platform, configuring candidate fields such as name, email, mobile, and education certificates to visualize totals.

Create a job application report and funnel chart, assign statuses, set up score evaluations, and configure a funnel track type to visualize total scores and application progress.

Review and finalize custom objects setup in Salesforce during the create report process, including naming fields, populating records, and saving the final review progress.

Learn to build a dashboard from the source component of created reports within the Salesforce real project workflow, using central platform navigation to connect reports and visuals.

Identify the necessary steps to solve problems and leverage the platform’s key features to prepare for certification in a real Salesforce project.