INDUSTRIAL TRAINING REPORT

on
SALESFORCE ADMIN

Submitted in partial fulfillment of the requirement for the award of degree

Bachelor of Technology ( B.Tech )
in
Computer Engineering
(With specialization in Data Science)
Submitted by
Ritesh Goyal
(20001016053)
at
Barco

Under the guidance

of Mentor:
Manik Narula

Department of Computer Engineering

J. C. BOSE UNIVERSITY OF SCIENCE & TECHNOLOGY, YMCA

SECTOR-6 FARIDABAD HARYANA-121006

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TRAINING COMPLETION CERTIFICATE

<To be attached later>

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 CANDIDATE DECLARATION

This is to certify that the work presented in the project report entitled Salesforce
Administrator in partial fulfillment of the requirement for the award of degree of
Bachelor of Technology in Computer Engineering with specialization in Data Science
of J.C. Bose University of Science and Technology, YMCA, Faridabad” is an
authentic work carried out under supervision and guidance of the Mentor.

To the best of my knowledge, the content of this thesis does not form a basis for award
of any previous Degree to anyone else.

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 ACKNOWLEDGEMENT

I would like to express my gratitude to my manager for constant motivation for working on
this project. I express sincere gratitude to my mentor Manik Narula for his valuable
guidance. I would also like to thank my other team member Shivam, Satender who has been
working with me on the project.

I am extremely thankful and pay my gratitude to the chairman of my department for his
valuable guidance and support. I extend my gratitude to the Computer Science department
of YMCA University of Science and Technology and the respected teachers for giving me
an opportunity toward a project like this. I perceived this opportunity as a big milestone in
my career development.

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 EXAMINER CERTIFICATE
The following examiners have accessed the project report and conducted the
viva-voce Examination:

Internal Examiners External Examiners

Name Name

Affiliation Affiliation

Contact no. Contact no.

Email Id. Email Id.

Signature Signature

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 TABLE OF CONTENTS

S. No Content Page
Number

1. CHAPTER 1: Company Profile 7-8

2. CHAPTER 2: Introduction to Project 9-10
3. CHAPTER 3: Requirement Analysis 11-16
4. CHAPTER 4: Design of the project 17-21
5. CHAPTER 5: Module Information 22-25
6. CHAPTER 6: Database 26-29
8. CHAPTER 8: Information about Testing Strategy 30-34
9. CHAPTER 9: Conclusion and future work with snapshots 35-42
10. CHAPTER 10: References 43-44
11. CHAPTER 11: Brief profile of student 45-46

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 Chapter 1

COMPANY PROFILE

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 COMPANY PROFILE

Salesforce is a platform designed to assist students in building their profiles by offering

the necessary exposure to develop skills in their chosen fields. By logging in, students can
immerse themselves in both the technical and organizational aspects of the corporate
world, gaining valuable insights and practical knowledge.

Barco offers industry exposure close to home, enabling students to work and learn from
professionals without the need to relocate. This hands-on experience not only helps them
apply their newfound skills in real-world scenarios but also fosters a learning-based
ecosystem that promotes continuous growth. Through this platform, students can better
prepare for their future careers, enhance their employability, and establish a strong foundation
for professional success.

To further this cause, Barco is committed to encouraging students to work on projects and
learn directly from experienced professionals. By engaging in hands-on projects, students can
gain practical insights and apply theoretical knowledge in real-world scenarios, thereby
enhancing their understanding and skill set.

Furthermore, Barco aims to bridge the gap between bookish knowledge and practical
application by offering a blend of training and internships. This approach provides students
with comprehensive learning experiences, ensuring they are well-prepared for the demands of
the corporate world and ready to tackle real-world challenges with confidence.

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 Chapter 2

INTRODUCTION TO PROJECT

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 INTRODUCTION TO PROJECT

In today’s dynamic and competitive business environment, effective recruitment strategies are essential for
acquiring top talent and maintaining organizational growth. As businesses strive to streamline their recruitment
processes and enhance candidate experiences, leveraging innovative technology solutions becomes increasingly
crucial. Salesforce, renowned for its robust Customer Relationship Management (CRM) platform, offers a
comprehensive suite of tools and applications designed to meet a wide range of business needs.

This project report presents an in-depth analysis of a recruitment application developed on the Salesforce
platform. The recruitment app aims to revolutionize traditional hiring practices by integrating Salesforce's
advanced functionalities with recruitment-specific features. The application is designed to facilitate efficient
candidate management, optimize recruitment workflows, and provide valuable insights through real-time
analytics.

The purpose of this project is to explore how Salesforce can be tailored to address the unique challenges faced
by recruitment teams. By leveraging Salesforce's customizable capabilities, the recruitment app seeks to
enhance the efficiency of the hiring process, improve communication between recruiters and candidates, and
ultimately contribute to better talent acquisition outcomes.

This app is basically has been develop to ease the recruitment process which is time consuming and is done
mostly through pen and paper. Through this we can develop admin portal where user can be registered
,information about job posting and reviews are maintained at one place to reduce the complexity of the
recruitment process.

In the following sections, we will delve into the objectives and scope of the project, outline the design and
development process of the recruitment app, and evaluate its impact on recruitment operations. Additionally,
we will discuss the integration of Salesforce features, user experience considerations, and potential areas for
future enhancements.

Through this report, we aim to provide a comprehensive overview of the recruitment app’s development
journey, its functionalities, and its contribution to optimizing recruitment processes.

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 Chapter 3

REQUIREMENT ANALYSIS

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 REQUIREMENT ANALYSIS
3.1. INTRODUCTION

3.1.1 Purpose

The development of a recruitment application on the Salesforce platform serves multiple strategic
purposes, each aimed at addressing the complexities of modern recruitment and leveraging Salesforce’s
powerful capabilities to enhance the overall hiring process. Below is a detailed exploration of the key
objectives and benefits of creating a recruitment app on Salesforce.

1. Streamlining Recruitment Processes

- Simplify and automate various stages of the recruitment cycle to improve efficiency.

- Automated Workflows: Salesforce allows for the automation of repetitive tasks such as resume
screening, interview scheduling, and candidate follow-ups. This reduces manual effort and minimizes
the risk of human error.

- Centralized Data Management: By centralizing candidate data, job postings, and recruitment
metrics within Salesforce, the application ensures that all information is easily accessible and up-to-date,
facilitating a smoother recruitment process.

2. Enhancing Candidate Experience

- Improve the overall experience for candidates to attract and retain top talent.

- Personalized Communication: Salesforce’s CRM capabilities enable personalized communication

with candidates through automated emails and notifications, tailored to their stage in the recruitment
process.

- Self-Service Portals: Candidates can access self-service portals to track their application status,
update their profiles, and schedule interviews, which enhances their engagement and satisfaction.

3. Optimizing Recruitment Workflows

- Customizable Dashboards: Salesforce allows for the creation of custom dashboards that provide
real-time insights into recruitment metrics such as time-to-fill, source of hire, and candidate conversion
rates. These dashboards help recruiters make data-driven decisions.

- Integration with Other Systems: The recruitment app can integrate with other HR systems and
tools, such as background check services and job boards, creating a seamless workflow that connects
various aspects of the hiring process.

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4. Enhancing Collaboration and Communication

- Foster better collaboration among recruitment team members and improve communication with
candidates and hiring managers.

- Team Collaboration Tools: Salesforce provides features such as Chatter, which enables team
members to collaborate in real-time, share updates, and discuss candidates directly within the platform.

- Integrated Communication Channels: The app can integrate with email and calendar systems,
allowing for streamlined communication and scheduling between recruiters, candidates, and hiring
managers.

5. Providing Actionable Insights and Analytics

- Utilize data analytics to gain insights into recruitment performance and identify areas for
improvement.

- Advanced Reporting: Salesforce’s reporting tools allow for detailed analysis of recruitment metrics
and trends, helping to identify successful sourcing channels, evaluate recruitment strategies, and forecast
future hiring needs.

- Predictive Analytics: Leveraging Salesforce’s AI and machine learning capabilities, the app can
provide predictive insights, such as identifying potential hiring bottlenecks or forecasting candidate
success based on historical data.

6. Ensuring Compliance and Data Security

- Maintain compliance with relevant regulations and safeguard sensitive candidate information.

- Data Security Features: Salesforce provides robust security features, including data encryption and
access controls, to protect candidate information and ensure that it is only accessible to authorized users.

- Regulatory Compliance: The app can be configured to comply with legal and regulatory
requirements, such as GDPR or CCPA, ensuring that the recruitment process adheres to relevant data
protection laws.

Scope

The recruitment app developed on Salesforce is designed to enhance and streamline various aspects of
the hiring process. It centralizes candidate management, allowing for efficient tracking of applications,
resumes, and communication history. The app facilitates seamless job posting and application tracking
by integrating with job boards and career sites, while automating key tasks such as interview scheduling
and notifications through customizable workflows. Collaboration among team members and
communication with candidates are improved with integrated tools that support real-time interaction and
evaluation sharing. The app also provides comprehensive analytics and reporting features, delivering
insights into recruitment metrics and trends to aid in strategic decision-making.

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3.1.2 OVERALL DESCRIPTION

The recruitment app built on Salesforce is designed to transform and optimize the hiring process by
leveraging Salesforce's robust platform. It centralizes candidate management, automates job posting and
application tracking, and streamlines workflow automation for tasks such as interview scheduling and
notifications. The app enhances team collaboration and candidate communication through integrated
tools, while providing actionable insights via comprehensive analytics and reporting features.
Additionally, it offers seamless integration with other HR systems and maintains high standards of data
security and compliance. Its customizable and scalable nature ensures that it can adapt to organizational
needs and growth, making it an effective solution for modern recruitment challenges.

3.2.1 Product perspective

The recruitment app on Salesforce is a robust solution designed to enhance and streamline the hiring
process. It centralizes candidate management, integrating seamlessly with job boards and other HR
systems while automating key tasks like interview scheduling and notifications. The app improves team
collaboration and candidate communication through integrated tools and provides valuable insights via
advanced analytics and reporting. It ensures data security and compliance with stringent standards and
offers customization and scalability to adapt to evolving organizational needs. Overall, the app leverages
Salesforce’s capabilities to deliver an efficient, effective, and adaptable recruitment solution.

3.2.1.1 Software Requirements

1. Salesforce Platform:

- Salesforce CRM: Core platform for developing and deploying the recruitment app. Includes
Salesforce's core functionalities like custom objects, workflows, and reporting tools.

- Salesforce Lightning Experience: Preferred user interface for modern and enhanced user
experiences.

- Salesforce AppExchange: For integration with additional tools and services that may be needed.

2. Integration Tools:

- APIs and Connectors: To interface with external job boards, career sites, and other HR systems.

- Middleware or Integration Platforms: Such as MuleSoft or Informatica, if complex integrations are

required.

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3. Development Tools:

- Salesforce Developer Tools: Includes Salesforce CLI, Developer Console, and Visual Studio Code
with Salesforce Extensions for custom development.

- Apex and Lightning Web Components: For custom business logic and user interface components.

4. Database and Storage:

- Salesforce Data Storage: Utilizes Salesforce's built-in data storage for candidate profiles,
applications, and other relevant information.

5. Analytics and Reporting:

- Salesforce Reports and Dashboards: For creating custom reports and visualizing recruitment metrics.

- Salesforce Einstein Analytics (Optional): For advanced data analytics and predictive insights.

6. Security and Compliance:

- Salesforce Shield : For enhanced data protection features like encryption and event monitoring.

7. Collaboration Tools:

- Salesforce Chatter: For team collaboration and communication within the Salesforce environment.

These software requirements ensure that the recruitment app operates effectively on the Salesforce
platform, integrates smoothly with other systems, and provides the necessary tools for development,
reporting, and security.

3.2.2 Non-Functional Requirements

Non-functional requirements define system properties and constraints that arise through user needs,
budget constraints, organizational policies, or due to external factors such as safety regulations and
privacy registration. Non-functional requirements are:

- Security

- Reliability

- Maintainability
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- Portability

- Extensibility

- Reusability

- Compatibility

- Resource Utilization

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 Chapter 4

DESIGN OF PROJECT

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 DESIGN OF PROJECT
Design Steps which are followed in the solution:

1. Introduction

The design of the recruitment app on Salesforce is centered around optimizing and automating the hiring
process. This design encompasses several key components, including architecture, user interface, data
management, integration, security, and analytics. The following sections outline the design approach,
methodologies, and tools used to develop the recruitment app.

2. Architecture Overview

The architecture of the recruitment app is built on Salesforce’s robust cloud-based platform, leveraging its
CRM capabilities to manage and streamline the recruitment process. The architecture is designed to be scalable,
flexible, and secure, providing a seamless experience for users while integrating with external systems.

2.1. Salesforce Core Platform

- Salesforce CRM: The foundation of the app, providing core functionalities such as custom objects, fields, and
workflows.
- Salesforce Lightning Experience: Utilized for a modern and intuitive user interface, offering enhanced
usability and performance.

2.2. Component-Based Architecture

- Custom Objects and Fields: Define objects such as Candidates, Job Requisitions, and Interviews to store and
manage recruitment data.
- Record Types and Page Layouts: Customize the user experience for different types of records, ensuring
relevant information is easily accessible.
- Lightning Web Components (LWC): Create custom components for advanced user interfaces and interactive
features.

2.3. Integration Layer

- APIs and Connectors: Enable integration with external job boards, career sites, and HR systems for job
postings and application tracking.
- Middleware Solutions: Utilize platforms like MuleSoft for complex integrations and data synchronization.

2.4. Data Storage and Management

- Salesforce Data Storage: Utilize Salesforce’s built-in storage for candidate profiles, job postings, and
application data.
- Data Models: Design data models that reflect the relationships between different objects (e.g., Candidates,
Jobs, Interviews) and ensure data integrity.

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3. User Interface Design

The user interface design focuses on providing an intuitive and user-friendly experience for both recruiters and
candidates.

3.1. User Experience (UX)

- Lightning Design System: Follow Salesforce’s design guidelines to ensure consistency and usability across
the app.
- Customizable Dashboards: Provide recruiters with real-time insights and key metrics through personalized
dashboards and reports.

3.2. Candidate Portal

- Self-Service Functionality: Allow candidates to create profiles, apply for jobs, and track application status
through a dedicated portal.
- Responsive Design: Ensure the portal is accessible and functional across different devices, including
desktops, tablets, and smartphones.

3.3. Recruiter Interface

- Dashboard Views: Provide recruiters with comprehensive views of active candidates, open job requisitions,
and interview schedules.
- Custom Components: Develop custom Lightning Web Components for enhanced functionality, such as
advanced search filters and candidate evaluation forms.

4. Data Management and Workflow

Efficient data management and workflow automation are critical for optimizing the recruitment process.

4.1. Data Management

- Custom Objects: Define and manage custom objects to capture essential recruitment data (e.g., Candidate
Profiles, Job Requisitions).
- Data Relationships: Establish relationships between objects to ensure accurate data tracking and reporting
(e.g., linking candidates to job applications).

4.2. Workflow Automation

- Process Builder: Automate common tasks such as sending interview invitations, updating candidate statuses,
and notifying team members of key actions.
- Approval Processes: Implement approval workflows for candidate selections and job requisition approvals to
streamline decision-making.

4.3. Email and Notification Templates

- Automated Communications: Create templates for automated emails and notifications, including application
acknowledgments, interview reminders, and offer letters.
- Custom Notifications: Implement custom notifications for important recruitment milestones or actions.

5. Integration and Data Synchronization

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Integration with external systems and data synchronization are essential for a seamless recruitment experience.

5.1. External Integrations

- Job Boards and Career Sites: Integrate with popular job boards and career sites for posting job openings and
receiving applications.
- Background Check Services: Connect with background check providers to automate the screening process.

5.2. Data Synchronization

- Real-Time Data Sync: Ensure real-time synchronization of data between Salesforce and external systems to
maintain accuracy and consistency.
- Data Import/Export: Facilitate data import and export capabilities for bulk operations, such as importing
candidate data or exporting reports.

6. Security and Compliance

Security and compliance are paramount in managing sensitive recruitment data.

6.1. Data Security

- Role-Based Access Controls: Define user roles and permissions to control access to sensitive data and
functionalities.
- Encryption: Utilize Salesforce Shield for encryption of sensitive data at rest and in transit.

6.2. Compliance

- Regulatory Adherence: Ensure the app complies with relevant data protection regulations such as GDPR or
CCPA.
- Audit Trails: Implement audit trails to track changes to data and user actions for compliance and
accountability.

7. Analytics and Reporting

Analytics and reporting provide insights into recruitment performance and help in decision-making.

7.1. Reports and Dashboards

- Custom Reports: Design custom reports to track key recruitment metrics such as time-to-fill, source of hire,
and candidate conversion rates.
- Interactive Dashboards: Create interactive dashboards for real-time visualization of recruitment data and
performance trends.

7.2. Predictive Analytics

- Salesforce Einstein Analytics (Optional): Utilize Salesforce Einstein for predictive analytics, identifying
trends and forecasting future hiring needs based on historical data.

8. Testing and Quality Assurance

Thorough testing ensures the app functions as intended and meets user requirements.

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8.1. Unit Testing

- Component Testing: Perform unit tests on custom components and features to verify their functionality and
performance.

8.2. Integration Testing

- System Integration: Test integrations with external systems to ensure data flows correctly and accurately
between Salesforce and other platforms.

8.3. User Acceptance Testing (UAT)

- End-User Testing: Conduct UAT with real users to validate that the app meets their needs and expectations
before deployment.

9. Deployment and Maintenance

The deployment and maintenance phase ensures a smooth rollout and ongoing support.

9.1. Deployment

- Change Sets: Use Salesforce Change Sets or deployment tools to deploy the app from a development
environment to production.
- Data Migration: Migrate any existing recruitment data into Salesforce as part of the deployment process.

9.2. Maintenance and Support

- Post-Deployment Support: Provide ongoing support and maintenance to address any issues, implement
enhancements, and ensure the app remains up-to-date with Salesforce releases.

9.3. User Training

- Training Programs: Develop training materials and conduct sessions to ensure users are familiar with the
app’s features and functionalities.

Conclusion
The design of the recruitment app on Salesforce encompasses a comprehensive approach to leveraging
Salesforce’s platform to streamline and enhance the recruitment process. By focusing on architecture, user
interface, data management, integration, security, and analytics, the app is positioned to provide a robust
solution for modern recruitment challenges, ultimately improving efficiency, user experience, and strategic
decision-making.

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 Chapter 5

MODULE INFORMATION

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 MODULE INFORMATION

The recruitment app on Salesforce is organized into several key modules, each designed to address specific
aspects of the recruitment process. Each module interacts seamlessly with others to provide a comprehensive
and integrated recruitment solution. The following sections outline the purpose, features, and functionalities of
each module.

1. Candidate Management Module

Purpose:
To centralize and manage all candidate-related information, ensuring efficient tracking and engagement
throughout the recruitment process.

Features:
- Candidate Profiles: Store detailed information about each candidate, including personal details, resume,
application history, and interaction logs.
- Resume Parsing: Automated extraction and parsing of resume data into structured candidate profiles.
- Application Tracking: Track the status of each candidate's application through various stages (e.g., applied,
screened, interviewed, offered, hired).
- Candidate Search and Filters: Advanced search capabilities and filters to quickly locate candidates based on
specific criteria.

Functionalities:
- Profile Creation and Updates: Allow candidates to create and update their profiles through a self-service
portal.
- Interaction History: Maintain a record of all interactions with candidates, including emails, calls, and notes.
- Candidate Engagement: Automated communication for application confirmations, interview scheduling, and
status updates.

2. Job Requisition Module

Purpose:
To manage job openings, requisition details, and recruitment needs, facilitating the creation, posting, and
tracking of job positions.

Features:
- Job Requisition Creation: Define and manage job requisitions with details such as job title, description,
requirements, and location.
- Approval Workflow: Implement approval processes for new job requisitions to ensure alignment with
organizational needs.
- Job Posting: Integration with job boards and career sites for posting open positions and attracting candidates.

Functionalities:
- Requisition Tracking: Monitor the status and progress of job requisitions from creation through closure.
- Job Posting Management: Update and manage job postings across multiple platforms.
- Recruitment Metrics: Track metrics related to job requisitions, such as time-to-fill and source of hire.

3. Interview and Evaluation Module

Purpose:
To streamline the scheduling, management, and evaluation of interviews, ensuring a structured and efficient
interview process.
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Features:
- Interview Scheduling: Automated scheduling of interviews, including the ability to sync with calendar
systems and send out invitations.
- Interview Feedback: Collect and manage feedback from interviewers through standardized evaluation forms.
- Candidate Assessments: Store and review candidate assessments and evaluation results.

Functionalities:
- Interview Coordination: Coordinate interview logistics and communicate with candidates and interviewers.
- Feedback Aggregation: Aggregate feedback from multiple interviewers to support decision-making.
- Interview History: Maintain a record of all interviews and related feedback for each candidate.

4. Workflow Automation Module

Purpose:
To automate repetitive tasks and streamline the recruitment process, reducing manual effort and improving
efficiency.

Features:
- Process Automation: Use Salesforce Process Builder to automate tasks such as sending notifications, updating
candidate statuses, and generating reports.
- Approval Processes: Implement approval workflows for critical recruitment actions, such as job requisition
approvals and candidate offers.

Functionalities:
- Task Automation: Automate routine tasks like follow-up emails, interview scheduling, and status updates.
- Workflow Customization: Customize workflows to fit the specific needs and processes of the recruitment
team.
- Alerts and Notifications: Set up alerts and notifications for important actions and deadlines.

5. Integration Module

Purpose:
To enable seamless integration with external systems and services, enhancing the app’s functionality and
connectivity.

Features:
- Job Boards Integration: Connect with popular job boards and career sites for posting job openings and
receiving applications.
- Background Check Integration: Interface with background check services to automate the screening process.
- HR System Integration: Integrate with other HR systems for a unified approach to managing recruitment data.

Functionalities:
- Data Synchronization: Ensure real-time synchronization of data between Salesforce and external systems.
- API Integration: Use Salesforce APIs and connectors for integrating with third-party tools and services.
- Data Import/Export: Facilitate bulk data import and export for migration and reporting purposes.

6. Analytics and Reporting Module

Purpose:
To provide insights into recruitment performance and metrics, supporting data-driven decision-making and
strategic planning.

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Features:
- Custom Reports: Design and generate custom reports to track key recruitment metrics, such as time-to-fill,
candidate sources, and offer acceptance rates.
- Dashboards: Create interactive dashboards for visualizing recruitment data and trends.
- Predictive Analytics: Utilize advanced analytics for forecasting recruitment needs and identifying trends.

Functionalities:
- Report Generation: Generate detailed reports on various aspects of the recruitment process.
- Dashboard Customization: Customize dashboards to display relevant metrics and insights for different users.
- Data Analysis: Analyze data to identify patterns, trends, and areas for improvement.

7. Security and Compliance Module

Purpose:
To ensure the protection of sensitive data and adherence to regulatory requirements, maintaining data security
and compliance.

Features:
- Role-Based Access Control: Define user roles and permissions to control access to sensitive data and
functionalities.
- Data Encryption: Utilize encryption to protect data at rest and in transit.
- Compliance Tracking: Ensure adherence to data protection regulations such as GDPR or CCPA.

Functionalities:
- Access Management: Manage user access and permissions to safeguard sensitive recruitment data.
- Audit Trails: Track changes to data and user actions for compliance and accountability.
- Data Protection: Implement measures to ensure data security and regulatory compliance.

8. User Training and Support Module

Purpose:
To provide training and support for users, ensuring they are equipped to effectively use the recruitment app.

Features:
- Training Materials: Develop user guides, video tutorials, and training sessions to educate users on the app’s
features and functionalities.
- Support Resources: Provide ongoing support through help desks, FAQs, and troubleshooting guides.

Functionalities:
- Training Programs: Conduct training sessions and workshops to onboard users and demonstrate the app’s
capabilities.
- Support Channels: Offer support through various channels, including email, chat, and phone, to assist users
with any issues or questions.
- Feedback Mechanism: Implement a feedback mechanism to gather user input and improve the app’s
functionality.

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Chapter 7

DATABASE

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DATABASE DESIGN

Database Design for Recruitment App on Salesforce

The database design for the recruitment app on Salesforce is crucial for efficiently managing and storing
recruitment-related data. Salesforce’s platform offers a robust and scalable data management system through its
standard and custom objects, relationships, and data storage mechanisms. The following sections outline the
key components of the database design, including object definitions, relationships, and data management
strategies.

1. Object Definitions

In Salesforce, data is organized using objects, which are analogous to tables in traditional databases. Each
object stores specific types of data related to recruitment. Key objects in the recruitment app include:

1.1. Candidate Object

 Purpose: To store detailed information about candidates.

 Key Fields:
o Candidate ID: Unique identifier for each candidate.
o Name: Full name of the candidate.
o Contact Information: Email address, phone number, and address.
o Resume: Attached resume file or link.
o Application Status: Current status in the recruitment process (e.g., Applied, Interviewing, Offered,
Hired).
o Linked Job Requisition: Reference to the job requisition the candidate has applied for.
o Notes: Additional comments or notes from recruiters.

1.2. Job Requisition Object

 Purpose: To manage job openings and requisition details.

 Key Fields:
o Requisition ID: Unique identifier for each job requisition.
o Job Title: Title of the job position.
o Description: Detailed job description and requirements.
o Department: Department where the job is located.
o Location: Job location.
o Status: Current status of the requisition (e.g., Open, Closed).
o Hiring Manager: Reference to the hiring manager overseeing the requisition.

1.3. Interview Object

 Purpose: To manage interview details and schedules.

 Key Fields:
o Interview ID: Unique identifier for each interview.
o Candidate ID: Reference to the candidate being interviewed.
o Job Requisition ID: Reference to the job requisition.
o Interview Date and Time: Scheduled date and time for the interview.
o Interviewers: List of interviewers participating in the interview.
o Feedback: Section for capturing interview feedback and evaluations.

1.4. Application Object

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  Purpose: To track individual job applications.
 Key Fields:
o Application ID: Unique identifier for each application.
o Candidate ID: Reference to the candidate applying.
o Job Requisition ID: Reference to the job requisition the application is for.
o Application Date: Date the application was submitted.
o Status: Current status of the application (e.g., Submitted, Reviewed, Interviewed).

2. Relationships Between Objects

The database design leverages Salesforce’s relationship model to link objects and maintain data integrity. Key
relationships include:

2.1. Lookup Relationships

 Candidate to Job Requisition: Each candidate can be linked to one or more job requisitions, indicating the
positions they have applied for.
 Interview to Candidate: Each interview is associated with a specific candidate.
 Interview to Job Requisition: Each interview is linked to a specific job requisition to track which position the
candidate is being considered for.

2.2. Master-Detail Relationships

 Application to Candidate: An application is tightly associated with a candidate, and the candidate’s information
can be used in application records.
 Application to Job Requisition: Each application is associated with a specific job requisition, linking the
application to the job opening.

2.3. Many-to-Many Relationships

 Candidates and Interviews: A candidate may have multiple interviews, and each interview may involve
multiple candidates, facilitated through junction objects or associative lists.

3. Data Management Strategies

Effective data management ensures data accuracy, consistency, and accessibility. Key strategies include:

3.1. Data Validation

 Field Validation Rules: Implement validation rules to ensure data accuracy (e.g., valid email formats, required
fields).
 Custom Validation Rules: Apply business rules to enforce data entry standards (e.g., mandatory fields for job
requisitions).

3.2. Data Quality and Integrity

 Duplicate Management: Use Salesforce’s duplicate management tools to prevent and resolve duplicate records.
 Data Cleansing: Regularly clean and update data to maintain accuracy and relevance.

3.3. Data Security

 Role-Based Access Control: Define access levels and permissions to control who can view and edit data based
on user roles.
 Field-Level Security: Restrict access to sensitive fields (e.g., candidate salary expectations) based on user
profiles.
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3.4. Data Backup and Recovery

 Backup Solutions: Utilize Salesforce’s native backup features or third-party tools to regularly back up data.
 Recovery Plans: Implement procedures for data recovery in case of accidental loss or corruption.

3.5. Data Integration

 APIs: Use Salesforce APIs for integrating with external systems and synchronizing data (e.g., job boards, HR
systems).
 Data Import/Export: Facilitate bulk data import and export for migration and reporting purposes.

3.6. Reporting and Analytics

 Custom Reports: Create custom reports to analyze recruitment metrics and trends.
 Dashboards: Design interactive dashboards to visualize key data and performance indicators.

4. Scalability and Performance

The database design must be scalable to accommodate growing data volumes and ensure optimal performance.

4.1. Scalability

 Data Storage: Salesforce’s cloud-based architecture supports scalable data storage, allowing the database to
grow with organizational needs.
 Object Limits: Adhere to Salesforce’s object limits and design practices to ensure efficient use of resources.

4.2. Performance Optimization

 Indexing: Use indexing to improve query performance on frequently accessed fields.

 Archiving: Implement data archiving strategies for historical data to maintain performance and reduce clutter.

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 Chapter 8

INFORMATION ABOUT TESTING STRATEGY

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INFORMATION ABOUT TESTING STRATEG

A robust testing strategy is essential for ensuring that the recruitment app on Salesforce functions as expected,
delivers a high-quality user experience, and meets business requirements. The strategy encompasses various types of
testing to cover different aspects of the app, from functionality to performance and security. The following sections
outline the comprehensive testing strategy for the recruitment app.

1. Types of Testing

1.1. Unit Testing

Purpose:
To validate that individual components, such as custom objects, fields, and Lightning Web Components, work
correctly in isolation.

Approach:
- Test Classes: Write Apex test classes for custom logic and triggers. Ensure that each test class covers different
scenarios and edge cases.
- Component Testing: Test Lightning Web Components (LWC) and Visualforce pages independently to verify their
functionality and interactions.
- Mock Data: Use mock data for testing to simulate real-world scenarios without affecting live data.

Tools:
- Salesforce Developer Console: For running test methods and viewing test results.
- Salesforce CLI: For executing and managing test cases.

1.2. Integration Testing

Purpose:
To ensure that the app integrates seamlessly with external systems and services, such as job boards, HR systems, and
background check providers.

Approach:
- API Testing: Verify that Salesforce APIs interact correctly with external systems. Test endpoints, data exchanges,
and error handling.
- End-to-End Scenarios: Test complete workflows that involve multiple systems, such as job posting and candidate
application tracking.
- Data Synchronization: Ensure that data synchronization between Salesforce and external systems occurs in real-
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time and accurately.

Tools:
- Postman: For API testing and validating responses.
- MuleSoft Anypoint Platform: For testing integration flows if using MuleSoft for integration.

1.3. Functional Testing

Purpose:
To confirm that the app’s features and functionalities meet the specified requirements and perform as intended.

Approach:
- Feature Verification: Test each feature, such as candidate management, job requisitions, and interview scheduling,
to ensure it works according to the requirements.
- User Stories: Validate the app against user stories and business requirements to ensure that all scenarios are
covered.
- Workflow Testing: Test end-to-end workflows to verify that all steps are functioning correctly and in sequence.

Tools:
- Salesforce Test Automation Tools: Utilize tools like Selenium for automated functional testing.
- Manual Testing: Conduct manual testing to verify user interface elements and user experience.

1.4. Performance Testing

Purpose:
To assess the app’s performance under different conditions, ensuring it handles expected workloads efficiently.

Approach:
- Load Testing: Simulate multiple users accessing the app simultaneously to evaluate how it performs under load.
- Stress Testing: Test the app’s limits by applying extreme conditions to see how it behaves under stress.
- Response Time: Measure the response time for various operations, such as data retrieval and report generation.

Tools:
- Salesforce Performance Testing Tools: Use tools like Salesforce Inspector or third-party solutions for performance
metrics.
- JMeter: For load and stress testing.
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1.5. Security Testing

Purpose:
To ensure that the app is secure and that sensitive data is protected from unauthorized access and vulnerabilities.

Approach:
- Access Control: Test role-based access controls and permissions to ensure that users only have access to data and
functionality relevant to their roles.
- Data Encryption: Verify that data is encrypted during storage and transmission.
- Vulnerability Scanning: Perform vulnerability assessments to identify and address potential security weaknesses.

Tools:
- OWASP ZAP: For scanning and identifying security vulnerabilities.
- Salesforce Shield: Use Salesforce’s security features to enhance data protection.

1.6. User Acceptance Testing (UAT)

Purpose:
To validate that the app meets end-user needs and expectations before final deployment.

Approach:
- User Testing: Involve end-users in testing to ensure the app meets their requirements and workflows.
- Feedback Collection: Gather feedback from users to identify any issues or areas for improvement.
- Acceptance Criteria: Verify that the app satisfies all acceptance criteria defined in the project requirements.

Tools:
- User Feedback Surveys: Collect feedback through surveys or interviews.
- UAT Scripts: Use test scripts based on user stories and scenarios.

1.7. Regression Testing

Purpose:
To ensure that new changes or enhancements do not adversely affect existing functionality.

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Approach:
- Test Coverage: Perform regression testing for all critical functionalities affected by recent changes or updates.
- Automated Regression Tests: Use automated tests to quickly verify that existing features continue to work as
expected after updates.

Tools:
- Salesforce Test Automation Tools: Utilize tools like Selenium for automated regression testing.

2. Testing Process

2.1. Test Planning

Purpose:
To define the scope, objectives, and approach for testing.

Approach:
- Test Strategy: Develop a test strategy outlining the types of testing to be conducted, resources required, and
timelines.
- Test Cases: Create detailed test cases and scenarios based on requirements and user stories.
- Test Data: Prepare test data to cover various scenarios, including edge cases and error conditions.

2.2. Test Execution

Purpose:
To execute the test cases and capture results.

Approach:
- Test Execution: Execute test cases as per the test plan and document results.
- Issue Reporting: Log defects and issues identified during testing and track their resolution.

2.3. Test Closure

Purpose:
To finalize the testing phase and ensure readiness for deployment.

Approach:
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- Test Summary Report: Prepare a summary report detailing testing activities, results, and issues.

Chapter 9

CONCLUSION AND FUTURE WORK WITH

SNAPSHOTS

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 1. CONCLUSION
The Salesforce Recruitment App is a powerful tool designed to transform and streamline the hiring
process for organizations of all sizes. It offers a comprehensive, user-friendly platform that seamlessly
integrates with Salesforce’s CRM, allowing HR teams to manage candidate information, track application
statuses, and coordinate communication with ease.

One of the standout features of the app is its automated workflows, which help to eliminate repetitive tasks and
reduce administrative burdens. These workflows can be customized to fit the specific needs of an organization,
ensuring that every step of the recruitment process is covered, from initial candidate outreach to final hiring
decisions.

The app also includes customizable dashboards that provide real-time insights into the recruitment pipeline.
These dashboards offer visual representations of key metrics, such as the number of open positions, the status
of each application, and the average time-to-hire. This real-time analytics capability enables HR teams to make
data-driven decisions, identify bottlenecks in the process, and optimize their recruitment strategies.

Another key feature is the app’s ability to enhance communication and collaboration among hiring team
members. With centralized candidate profiles and integrated communication tools, team members can easily
share feedback, schedule interviews, and update candidate statuses. This level of organization ensures that
everyone involved in the hiring process is on the same page, reducing the risk of miscommunication and
delays.

By leveraging the robust functionalities of the Salesforce Recruitment App, organizations can significantly
improve their recruitment processes. The app helps to reduce the time-to-hire by streamlining workflows and
providing real-time insights, leading to more efficient and effective hiring practices. Moreover, the improved
organization and transparency in the candidate journey contribute to a better overall experience for candidates,
which can enhance the organization’s employer brand and support better talent acquisition and retention
outcomes.

In conclusion, the Salesforce Recruitment App is a vital tool for modern HR teams, offering a sophisticated yet
user-friendly solution to the challenges of recruitment. Its ability to integrate with existing systems, automate
key tasks, provide valuable analytics, and foster team collaboration makes it an indispensable asset for any
organization looking to improve their hiring processes and outcomes.

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 2. FUTURE SCOPE

The future scope of the Salesforce Recruitment App is promising, with numerous possibilities for further enhancing its
capabilities and expanding its impact on the recruitment landscape. As technology continues to evolve, the app can
integrate more advanced features and functionalities to meet the growing demands of modern recruitment practices.

One significant area for future development is the integration of artificial intelligence (AI) and machine learning (ML).
By incorporating AI and ML, the app could offer predictive analytics to identify the best candidates based on historical
data, automate candidate matching, and provide personalized recommendations for job seekers. This would not only
enhance the efficiency of the recruitment process but also improve the quality of hires by leveraging data-driven insights.

Another potential advancement is the expansion of the app’s capabilities to include more robust mobile features. With an
increasing number of candidates and recruiters relying on mobile devices for job searching and hiring, enhancing the
mobile experience could lead to greater engagement and accessibility. Features such as mobile-friendly application
forms, real-time notifications, and on-the-go interview scheduling could significantly improve the user experience for
both candidates and recruiters.

Furthermore, the app could benefit from deeper integration with other HR tools and platforms. For instance, seamless
connectivity with learning management systems (LMS), performance management systems, and employee onboarding
platforms could create a more cohesive HR ecosystem. This would enable organizations to manage the entire employee
lifecycle more efficiently, from recruitment to onboarding to continuous development.

The app could also explore the incorporation of advanced analytics and reporting capabilities. By offering more detailed
and customizable reports, HR teams could gain deeper insights into their recruitment processes, identify trends, and make
more informed strategic decisions. This could include metrics related to diversity and inclusion, candidate satisfaction,
and long-term employee performance, providing a holistic view of the recruitment impact.

Lastly, as remote work and global talent acquisition become more prevalent, the app could enhance its support for virtual
recruitment processes. Features such as virtual interview platforms, remote collaboration tools, and global compliance
management could help organizations attract and hire talent from anywhere in the world, overcoming geographical
limitations.

In conclusion, the future scope of the Salesforce Recruitment App is vast, with opportunities to integrate cutting-edge
technologies, enhance mobile and reporting capabilities, and expand its ecosystem through deeper integrations. By
continually evolving to meet the needs of modern recruitment, the app can remain a critical tool for organizations striving
to optimize their hiring processes and achieve better talent acquisition outcomes.

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 Chapter 10

REFERENCES

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 REFERENCES

1. https://barcosys-dev-ed.develop.lightning.force.com/lightning/setup/SetupOneHome/home

2. https://mysql.com

3. https://www.microsoft.com/en-in/microsoft-365/excel

4. https://www.w3schools.com/sql/

5. https://trailhead.salesforce.com

6. https://trailhead.salesforce.com/en/trailblazercommunity

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 Chapter 11

BRIEF PROFILE OF STUDENT

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 BRIEF PROFILE OF STUDENT
`

Name : Ritesh Goyal

Roll No : 20001016053

Branch : Computer Engineering with specialisation in Data Science

Email Id: riteshgoyal181@gmail.com

Company: Barco

Mentor’s Name: Manik Narula

Mentor’s Email Id: ma n i k . na r u la @ ba r c o . co m

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