How to use Search and Match feature in Salesforce?
To use the Search and Match feature in Salesforce, first, we need to ensure the Search and Match feature is already enabled. (Ref: Click Here)
Once Search and Match is enabled-
Go to the Home page and click RChilli Search and Match tab. On the Search and Match tab, do the following:
Based on the instructions, enter keywords in the Search Resume box and click Search Resume.
The keyword in the Search Resume can be a single entity or combination of entities like skills, company name, job profile, degree, experience, or location.
You can Select Page Size from the drop-down as necessary.
If you enter the candidate name and email both entities in the Search Resume box, you will not get any search results. Read the Instructions carefully for the search entities (keywords).
The matching candidates based on the searched keywords are displayed. You can click the View icon to view the candidate details or click the Delete icon to delete a matching candidate. Click Next (at the bottom of the page) to view more candidates.
Once you click the View icon above, the candidate details page is displayed with the matching jobs details. See Upload Resume for more details.