Candidate Data

prospect can map and prepopulate data from integrated applications in this way, prospect will complete salesforce fields with the available information on the site in this application, you would upload a resume to parse that candidate's profile on other sites, you have to fill in the information yourself and perform other tasks directly from any web page, such as creating candidates, logging activities, and updating fields by matching, we are referring to the search of matching salesforce records in your crm or ats in relation to a search (for example the name of a person or company) when matching records are found you might see different words used to describe them exact match means prospect has matched a record based on the source profile url , to ensure that you benefit from this feature please have your salesforce admin follow these steps to enable https //salesbolt freshdesk com/support/solutions/articles/47001185896 mapping linkedin url fields in your org match (or regular match) means prospect has matched a record based on what we believe to be the first name and last name we also attempt to use "fuzzy matching", so “kat smith” will match with “katherine smith” wherever possible possible match means prospect has matched a record based on the first name and last name , but not anything else (i e a common company linked to the record) for common names, like “bob smith”, this might match the wrong person moreover, the prospect extension icon colors will let you know what information it can retrieve prospect is either still searching salesforce or does not automatically search on this page prospect has not found a match in leads , contacts, or accounts prospect has found a match in leads or contacts prospect has found a match in accounts , but not leads or contacts capture matching data visit the website from which you want to get information click the prospect extension icon at the top right of the web browser click the prospect icon to see the list of matches click the match name to edit it click the save button to finish capture non matching data in cases prospect doesn't find matches, it will still search and retrieve information from candidates in this case, you can opt to add it to your salesforce as either a lead or contact visit the website from which you want to get information click on the prospect extension icon at the top right of the web browser prospect will show the names of the candidates it has found to capture data, click create lead or create contact in integrated applications, existing information will auto populate fields complete the fields click the save button to finish the new lead or contact will be saved in salesforce