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:
- Jobs
- Job Applications
Step 1
Select the Jobs tab. Be sure "Job Pool" is selected.
- To select "Job Pool," click the drop-down arrow next to the title
- Locate "Job Pool"
NOTE: You can only clone "Job Pool" if you have created any other clones.
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 information using the primary Job Pool information
- You will have the ability to personalize this information that best fits your functionality
Select a name unique to you. Ensure the option "Only I see this list view" is selected.
The click Save.
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.
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.
If you only want to see your jobs within your new clone:
- Click the filter button at the far right of your screen if your filter has not already been activated (viewable)
- When it is active, it will be highlighted
- Notice the filter box below
- Select "Add Filters"
Step 5
Click Save.
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.
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 7
Follow the details and instructions below:
To view all of your changes, click Save.