How to source and shortlist {role_name}

Where can you find qualified {role_name}?

  • Professional networksome text
    • Leverage your professional network and reach out to former colleagues, industry peers, and tech community members to ask for referrals.
  • Educational Institutions:some text
    • University Career Services: Contact universities with strong programs in Information Technology, Computer Science, or Business Administration, which often have Salesforce training as part of their curriculum.
  • Company Career Pages:some text
    • Current Employees: Check if existing employees or referrals from your organization’s network have Salesforce Administrator experience. They can be a great source of potential candidates.
    • Competitor Analysis: Review career pages of competitor companies that use Salesforce extensively to find candidates who might be looking for new opportunities.
  • Role-Specific Job Boards:some text
    • Salesforce Ben Jobs: Salesforce Ben provides job listings specifically for Salesforce roles.
    • Salesforce Developer Community: Salesforce Developer has job boards and forums where you can find qualified candidates.
    • Geography-Specific Job Boards:
    • United States:some text
    • India:some text
      • Naukri: Naukri Salesforce Administrator Jobs
      • Shine: Shine Salesforce Administrator Jobs
    • UAE & KSA:some text
      • Bayt: Bayt Salesforce Administrator Jobs
      • GulfTalent: GulfTalent Salesforce Administrator Jobs
      • Whitecarrot.io
    • Remote Positions:some text
      • Remote.co: Remote Salesforce Jobs
      • FlexJobs: FlexJobs Salesforce Administrator

What are the best practices for headhunting {role_name}?

  • Leverage LinkedIn Recruiter: Utilize LinkedIn Recruiter’s advanced search features to find candidates with specific Salesforce skills and certifications.
  • Network within Salesforce Communities: Engage with Salesforce user groups, forums, and local meetups. These communities can be a valuable source of candidates who are actively involved in the Salesforce ecosystem.
  • Attend Salesforce Events: Participate in Salesforce events such as Dreamforce or local Salesforce Saturdays. These events are great for networking and discovering talented professionals.
  • Utilize Referrals: Encourage current employees and industry contacts to refer candidates. Referrals often yield high-quality candidates who are a good fit for the company culture.

"Find Talent Quickly" – Leverage Headhunting and Referrals

How to shortlist candidates?

Once you have started to get applications from applicants, a thorough screening process and shortlisting of prospects will help you make the most of your time spent with the most qualified ones. 

Automated shortlisting tools :

Automated screening quickly filters out unqualified candidates, saving time for manual review. This allows the manual process to focus on the most promising candidates, ensuring the best ones are considered for further evaluation.

Screening questions to auto-shortlist based on predefined criteria

like qualifications, location, experience, and skills. Either use job board or use an ATS such as whitecarrot. Here are some questions for {role_name}

  • Experience-Based Questions:some text
    • How many years of experience do you have with Salesforce Administration?
      Auto-Reject Criteria: Less than 2 years.
    • How many years of experience do you have with Salesforce customization and automation?
      Auto-Reject Criteria: Less than 1 year.
  • Location-Based Questions:some text
    • Are you located within the United States, or are you willing to work remotely?
      Auto-Reject Criteria: Not willing to work remotely if the role is remote.
  • Skill-Based Questions:some text
    • Do you have experience with Salesforce reporting and dashboards?
      Auto-Reject Criteria: No experience.

Skill based question to auto shortlist candidate

Analyze the skill test data to automatically shortlist top-performing applicants. (recommended screening test time - 15 minutes). Here are some skill test questions for {role_name}

Salesforce Customization

Knowledge of customizing Salesforce for business needs.

  • What is a custom object in Salesforce?some text
    • A. An object created for data import only
    • B. An object defined by Salesforce defaults
    • C. An object created to store custom data
    • D. An object used for reporting
    • Correct Answer: C
  • How do you create a custom field in Salesforce?some text
    • A. Navigate to the Custom Field tab
    • B. Use the Object Manager to add a field
    • C. Use the Setup menu to modify the field
    • D. Use the API to create a field
    • Correct Answer: B
  • What is a validation rule in Salesforce?some text
    • A. A rule for data backup
    • B. A rule for data quality control
    • C. A rule for field-level security
    • D. A rule for custom report generation
    • Correct Answer: B

Data Management

Ability to manage and maintain data quality within Salesforce.

  • What tool can you use to import large amounts of data into Salesforce?some text
    • A. Data Loader
    • B. Data Import Wizard
    • C. Data Export Wizard
    • D. Data Quality Tool
    • Correct Answer: A
  • How do you handle duplicate records in Salesforce?some text
    • A. Manually delete duplicates
    • B. Use Salesforce’s duplicate management tools
    • C. Ignore duplicates
    • D. Use Excel to merge records
    • Correct Answer: B
  • What is a data relationship in Salesforce?some text
    • A. A link between different Salesforce accounts
    • B. A connection between different Salesforce objects
    • C. A report showing related data
    • D. A security setting for data access
    • Correct Answer: B

Reporting and Dashboards

Creating and managing reports and dashboards to provide insights.

  • How do you create a report in Salesforce?some text
    • A. Use the Report Builder
    • B. Use the Dashboard Editor
    • C. Use the Analytics Tool
    • D. Use the Data Export Tool
    • Correct Answer: A
  • What is a dashboard in Salesforce?some text
    • A. A tool for data entry
    • B. A visual representation of report data
    • C. A data backup tool
    • D. A system performance monitor
    • Correct Answer: B
  • How do you filter data in a Salesforce report?some text
    • A. By using data import settings
    • B. By adjusting report filters
    • C. By using dashboard settings
    • D. By editing the report layout
    • Correct Answer: B

Note - Auto reject candidates if scores less than 70% in this section

One way video interview

Recruitment Bullet

Use tools like hirevue, whitecarrot.io to ask candidates pre-recorded questions about their experience and skills.

Recruitment Bullet

Use sample question given in scorecard.

Collect other information 

Recruitment Bullet

Collect data from shortlisted candidates, such as salary expectations and visa status.

"Shortlist in Seconds" – Use our CV scoring feature to get top candidate recommendation

Manual candidate profile shortlisting:

Recruitment Bullet

Thoroughly review the CVs of the top scoring candidates from the automated process

Recruitment Bullet

Look for evidence of the required skills, experience, and achievements

Recruitment Bullet

Review the candidate’s portfolio or GitHub repositories to see examples of their work.

Schedule recruiter calls with the candidate

Recruitment Bullet

Use a tool like calendly or whitecarrot to allow candidates to self-schedule calls based on your availability

Recruitment Bullet

Confirm the call details (date, time, dial-in info) with the candidate via email

What questions to ask in the recruiter phone screen?

Recruitment Bullet

 Use scorecard for rating candidates for recruiter

Recruitment Bullet

Sample scorecard : 

Criteria Sample Question Rating (1-5) Comments
Technical Skills How do you customize Salesforce dashboards? 4 Good understanding of customization.
Experience How many years of experience do you have with Salesforce? 5 4 years of relevant experience.
Problem-Solving Describe a challenging issue you resolved in Salesforce. 3 Solution was effective but could be improved.
Communication Skills How would you explain Salesforce features to non-technical users? 5 Clear and effective communicator.
Organizational Skills How do you prioritize tasks when managing multiple projects? 4 Well-organized with good prioritization.
Attention to Detail How do you ensure data accuracy in Salesforce? 5 Strong focus on data quality.
Recruitment Bullet

Check for consistency in responses from the candidates.

Recruitment Bullet

Record such scorecards in an ATS like whitecarrot or use google doc