How do I …? A Task Cross Reference Guide
A guide for common issues and challenges that arise for new users in Salesforce.
Request a license?
Login
Navigate within Salesforce?
Home Page – What’s there? What will I use?
Everyone who has a license for AFCS Salesforce will enter into the same Home page/Dashboard. The ...
Basic Navigation
Anything blue is clickable and will initiate an action. Usually, it will give you more informati...
Candidate Tab
The Candidate Tab allows you to search by candidate’s name. It is the same complete list of all c...
Job Applications
The Candidate Tab allows you to search by candidate’s name. It is the same complete list of all c...
Candidate Profile
From this page you can see all the information related to this candidate in order to evaluate the...
What if I don’t see the AFCS Logo?
Personalize Salesforce Screens (For Hiring Managers)?
Why personalize (clone) Salesforce Screens?
Personalizing Salesforce Screens allows you to easily access the information you need, organized ...
Step 1
Select the Jobs tab. Be sure "Job Pool" is selected. To select "Job Pool," click the drop-down a...
Step 2
Locate the Toggle button on the top right of your screen and click the drop-down arrow.
Step 3
A window will pop up allowing you to create a clone. A clone allows you to duplicate the informa...
Step 4
The Clone you created should appear on the screen. To have this screen show every time you click ...
Step 5
Click Save. Now you should only see the positions (Jobs) assigned to you. Since it's also pinn...
Step 6
Personalize your view with Jobs by clicking on the toggle drop-down menu. To change the fields yo...
Step 7
Follow the details and instructions below: The left menu identifies all the fields you can have ...
Manage My Applicants (For Hiring Managers)?
Step 1
There are several ways to manage your applicants. This is one way to become familiar with the Sal...
Step 2
There are a couple important components to this page: Job Applications Job URL
Step 3
To view your applicants, click the Job Applications link, then click the Candidate's name. Do NO...
Step 4
There a few key fields to keep track of: Stage Provides what stage the candidate's application ...
Step 5
Once you click into the candidate's application, you will have the visibility of all the member's...
Step 6
You will be directed to a new window only displaying the member's files. To view a document, clic...
Step 7
To close this view, click the "X" in the upper right-hand corner of your screen.
Request a Job Requisition be created?
Adding a Branding Image to an Event
Stage vs Status
An explanation of the difference between application STAGE vs Candidate STATUS
Stage
Stage refers to the phases of the job application process. Awaiting Recruiter Review Hiring Ma...
Status
Status relates to where a Candidate is along that journey There are 5 status positions in the ...
Candidate Status/ Job Application Stage Process Alignment
Candidate Status/ Job Application Stage Process Alignment: You can see that Candidate Status...