How to Make Lists in Salesforce

In this episode of Salesforce for Recruiters, Brad Owens explores the various ways recruiters can create and manage lists within Salesforce. He discusses the importance of list views, reports, and the unique contact lists feature in the Asymbl ATS, providing practical demonstrations and insights on how these tools can enhance recruitment processes. The episode emphasizes the benefits of using Salesforce for efficient data management and recruitment strategies.

takeaways
Recruiters often rely on lists for managing candidates and jobs.
Salesforce offers multiple ways to create lists, including list views and reports.
List views provide quick access to specific data types and allow for mass actions.
Reports enable analysis across different data objects, enhancing decision-making.
Contact lists in Asymbl ATS combine features of list views and reports for recruiters.
Customizing list views can help recruiters filter and manage contacts effectively.
Mass updates can be performed on list views for efficient data management.
Reports can be shared and subscribed to for team collaboration.
Contact lists allow for detailed insights into individual candidates and their history.

Chapters
00:00
Introduction to Salesforce for Recruiters
00:49
Creating Lists in Salesforce
01:25
Exploring List Views
08:16
Understanding Reports in Salesforce
13:17
Utilizing Contact Lists in Asymbl ATS
16:38
Recap and Conclusion