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Set Up Lead Sourcing

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Set Up Lead Sourcing

Automatically generate lead records for applicants associated with a recruitment posting. Recruiters can then track sourcing activity and candidate engagement per hiring initiative.

Required Editions

User Permissions Needed
To create and activate flows: Manage Flow

A schedule-triggered flow invokes the Create Leads from Active Recruitment Postings autolaunched flow. This flow calls the Bulk Enqueue Postings to Generate Leads invocable action, which runs three subflows to create leads:

Subflow Description
Get Skills Queries the posting to determine the required skills. For example, a posting for a software engineer role might require Java, Python, and C++.
Get Candidate Accounts Uses the required skills to query person competency and person examination records to find matching candidates.
Create Candidate Lead Records Creates a lead record for each matching candidate.
Note
Note You can customize any of these three flows to add fields or logic specific to your requirements.
  1. Deactivate the Standard Lead Duplicate Rule.

    For instructions, see Standard Lead Duplicate Rule.

  2. Create a schedule-triggered flow.

    For instructions, see Schedule-Triggered Flows.

  3. On the flow canvas, click Add Element, select Subflow, and then select the Create Leads from Active Recruitment Postings autolaunch flow.
  4. Save and activate the flow.

The flow runs on your configured schedule, creating lead records for eligible applicants and linking each lead to its recruitment posting.

See Also

 
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