Personalize Salesforce Screens (For Hiring Managers)?

Why personalize (clone) Salesforce Screens?

Personalizing Salesforce Screens allows you to easily access the information you need, organized in a way that best fits the functionality you require. Modifying tab views based on your personal preference helps to manage your applicant pool more efficiently. You can set up what fields you want to see, and how the Salesforce information is organized without having to navigate multiple screes. 

We recommend personalizing the following tabs:

Step 1

Select the Jobs tab. Be sure "Job Pool" is selected.

NOTE: You can only clone "Job Pool" if you have created any other clones.

step-1.png

 

 

Step 2

Locate the Toggle button on the top right of your screen and click the drop-down arrow.

step-2.png

 

 

Step 3

A window will pop up allowing you to create a clone.

Select a name unique to you. Ensure the option "Only I see this list view" is selected.

The click Save.

step-3.png

 

 

Step 4

The Clone you created should appear on the screen. To have this screen show every time you click on the Job tab, you need to pin your clone.

Click the Pin button next to the title.

step-4a.PNG

Once you click the Pin button, you should see the following information pop up on your screen. Now that you've validated your newly pinned personalized screen, it will show every time you click on the Jobs tab.

Notice the Pin has changed from a sideways gray to upright blue.

step-4b.png

If you only want to see your jobs within your new clone:

image-1624549342907.png

 

 

Step 5

Click Save.

WTIstep-5a.png

Now you should only see the positions (Jobs) assigned to you. Since it's also pinned to your clone, this screen setup should show when you click the Jobs tab.

Kqnstep-5b.png

 

 

Step 6

Personalize your view with Jobs by clicking on the toggle drop-down menu. To change the fields you wish to see, select "Select Fields to Display"

step-6.png

 

 

Step 7

Follow the details and instructions below:

step-7.PNG

To view all of your changes, click Save.