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Login

How do I …? A Task Cross Reference Guide Login

Once you have properly set up your account you can login to Salesforce at any time while you have...

Step 6

How do I …? A Task Cross Reference Guide Personalize Salesforce Screens (For Hir...

Personalize your view with Jobs by clicking on the toggle drop-down menu. To change the fields yo...

Step 6

How do I …? A Task Cross Reference Guide Manage My Applicants (For Hiring Manage...

You will be directed to a new window only displaying the member's files. To view a document, clic...

Step 5

How do I …? A Task Cross Reference Guide Manage My Applicants (For Hiring Manage...

Once you click into the candidate's application, you will have the visibility of all the member's...

Step 4

How do I …? A Task Cross Reference Guide Manage My Applicants (For Hiring Manage...

There a few key fields to keep track of: Stage Provides what stage the candidate's application ...

Step 3

How do I …? A Task Cross Reference Guide Manage My Applicants (For Hiring Manage...

To view your applicants, click the Job Applications link, then click the Candidate's name. Do NO...

Step 2

How do I …? A Task Cross Reference Guide Manage My Applicants (For Hiring Manage...

There are a couple important components to this page: Job Applications Job URL    

Step 1

How do I …? A Task Cross Reference Guide Manage My Applicants (For Hiring Manage...

There are several ways to manage your applicants. This is one way to become familiar with the Sal...

Step 7

How do I …? A Task Cross Reference Guide Personalize Salesforce Screens (For Hir...

Follow the details and instructions below: The left menu identifies all the fields you can have ...

Step 4

How do I …? A Task Cross Reference Guide Personalize Salesforce Screens (For Hir...

The Clone you created should appear on the screen. To have this screen show every time you click ...

Home Page – What’s there? What will I use?

How do I …? A Task Cross Reference Guide Navigate within Salesforce?

Everyone who has a license for AFCS Salesforce will enter into the same Home page/Dashboard. The ...

Step 3

How do I …? A Task Cross Reference Guide Personalize Salesforce Screens (For Hir...

A window will pop up allowing you to create a clone. A clone allows you to duplicate the informa...

Step 2

How do I …? A Task Cross Reference Guide Personalize Salesforce Screens (For Hir...

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

Step 1

How do I …? A Task Cross Reference Guide Personalize Salesforce Screens (For Hir...

Select the Jobs tab. Be sure "Job Pool" is selected. To select "Job Pool," click the drop-down a...

What if I don’t see the AFCS Logo? How do I get to the right page?

How do I …? A Task Cross Reference Guide What if I don’t see the AFCS Logo?

If you are not on the right page, you will not able to accomplish your tasks within Salesforce.  ...

Candidate Profile

How do I …? A Task Cross Reference Guide Navigate within Salesforce?

From this page you can see all the information related to this candidate in order to evaluate the...

Job Applications

How do I …? A Task Cross Reference Guide Navigate within Salesforce?

The Candidate Tab allows you to search by candidate’s name. It is the same complete list of all c...

Candidate Tab

How do I …? A Task Cross Reference Guide Navigate within Salesforce?

The Candidate Tab allows you to search by candidate’s name. It is the same complete list of all c...

Basic Navigation

How do I …? A Task Cross Reference Guide Navigate within Salesforce?

Anything blue is clickable and will initiate an action.  Usually, it will give you more informati...

Step 7

How do I …? A Task Cross Reference Guide Manage My Applicants (For Hiring Manage...

To close this view, click the "X" in the upper right-hand corner of your screen.