Job Leads
The Job Lead (seven20__Job_lead__c) object is used to represent a job that a consultant is aware of, but for which they or their company are not yet officially engaged to recruit for. It contains a number of fields that are used to store basic information about the job such as a description, where it was found and who the hiring manager might be. There are also fields to track the status of the lead as the consultant works to turn it into a job for which they have been officially engaged, by engaging with the hiring manager and performing actions against the Job Lead.
Chief amongst those actions is the sending of Speculative CVs to the hiring manager - this can be done both individually via the Send Speculative CV action available on the record page and en masse via the Submit Speculative CVs action that can be added to the Job Leads list view.
Job Lead Object
| Field Label | API Name | Type | Required | Description |
|---|---|---|---|---|
| Account | seven20__Account__c | Lookup(Account) | No | The account against which the Job Lead exists |
| Advert Description | seven20__Advert_Description__c | Long Text Area(131072) | No | A job description for the Job Lead |
| Converted Date | seven20__Converted_Date__c | Date/Time | No | The date and time at which the Job Lead was converted to a Job |
| Converted Job | seven20__Converted_Job__c | Lookup(Job) | No | The associated Job record created when the Job Lead was converted to a Job |
| Hiring Manager | seven20__Hiring_Manager__c | Lookup(Contact) | No | The hiring manager for the Job Lead |
| Lead Source | seven20__Lead_Source__c | Picklist | No | The source from where the Job Lead was identified, e.g. a job board |
| Status | seven20__Job_Lead_Status__c | Picklist | No | The status of the Job Lead, i.e. progress towards conversion to a Job |
Job Lead Conversion
If a consultant succeeds in turning a lead into a job for which they are officially engaged, the Job Lead can then be converted into a Job using the Convert to Job action on the Job Lead record. The user is then presented with a modal that allows them to populate the additional fields on the Job object, with shared fields such as Account and Hiring Manager prepopulated using values from the Job Lead. The fields presented are based on the page layout assigned to the corresponding Job record type. Upon save, the Job Lead's conversion-related fields will be automatically updated and the Job and Job Lead records will be related via their corresponding lookup fields.
Additional fields can be included in the Job Lead conversion process through the use of Field Mappings.
Once the conversion is complete, there is a packaged trigger action Job_Lead_Candidate_Submitted_Converter that will convert any Speculative CVs related to the Job Lead into Applications against the Job.
The conversion process is reliant on record types, so it is important that the relevant Job record types also exist against the Job Lead object, and that record mappings from Job Lead to Job have been configured for any custom record types