In Salesforce, parsed resumes are stored under an Object. But in case of requirements where parsed resumes are required to be under different heads, Record Types are created under Object. For example, a client parses Internal Referral Resumes and Externally Applied Resume. To differentiate between them, 2 Record Types( Internal & External) can be created, and while parsing the resume relevant record type is selected.
Create Record Types
Below are the steps to create a Record Type:
1. Click on the gear icon on the right side of the page as shown below
2. Click on the Setup (refer to the above screenshot).
3. Click on the Object Manager tab
4. Click on the Primary Object(Contact).
5. Now go to Record Types.
6. Click on New to create a new Record Type.
7. Enter the Record Type details.
8. Select the Profiles for which Record Types need to be made available.
9. Click on Next and now assign the Page Layout for the Profiles.
10. Click on Save.
Set Required Record Type
Below are the steps to Set Required Record Type:
1. Click on the gear icon on the right side of the page as shown below
2. Click on the Setup (refer to the above screenshot).
3. Go to Quick Find and search Profiles.
4. Go To Profiles and then click on System Administrator.
5. Under System Administrator go to Record Type Settings.
6. Go to Contacts and Edit to select the Default Record Type.
7. After selecting the Default Record Type click Save.
If you still have any questions, you can always contact RChilli Support by creating an RChilli Helpdesk ticket or sending an email at support@rchilli.com.
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