Change the Object being used for Job Leads or Tasks whilst using the Chrome Extension
This feature allows administrators to customize which Salesforce objects and fields are used for different scenarios when saving data.
Examples
- Job Opening: Map fields to a custom object in your ATS (e.g. the "Job Lead" object)
- LinkedIn Message: use the "Opportunity" object instead of the "Task" object when saving a LinkedIn message.
Steps to Customize
- Open the Chrome Extension Settings by clicking on the gear box icon ⚙️
- Select "Field Mapping" from the settings menu
- Choose the Action Group
Action | Description |
---|---|
Job Opening | Capture job listings from LinkedIn or other websites. For Applicant Tracking Systems (ATS), this typically corresponds to the Job Lead object. |
LinkedIn Connection Note | The optional message sent when initiating a connection with someone on LinkedIn. |
LinkedIn Message Log | A record of messages exchanged via LinkedIn's chat or messaging features. |
- Configure Object and Fields
- Select the desired Salesforce object (e.g., Opportunity instead of Task)
- Choose the specific fields to use
- Save and Reload
- Save your changes
- Reload the extension to apply the new settings
Updated on: 31/07/2024