Skip to main content

Candidate Pools

Candidate pools are Account records that prevent Candidate Contact records from being orphaned. A new candidate pool is created for each calendar month when required. On creation, a Candidate record with no Account is assigned to the candidate pool for the current month.

note

The Owner of the candidate pool is that of its first assigned Candidate record. Accordingly, consideration is required if the Account SObject is set to Private in Sharing Rules.

Trigger Actions​

The following trigger actions associated with candidate pools are enabled by default:

  • Assign_To_Candidate_Ppool; assigns a candidate pool to inserted Candidates with no Account
  • Candidate_Pool_Prevent_Deletion; protects candidate pools from deletion
  • Candidate_Pool_Prevent_Name_Change; protects candidate pools from renaming
danger

Disabling candidate pools is not recommended as they prevent parent-child data skew (i.e. when there are too many Contacts against the same Account) by dividing records amongst several candidate pools.

Configuration​

To change the default candidate pool name, edit the Candidate_Pool_Account_Name configuration metadata record.