Hello Guys, Im trying to convert a candidate into an Employee once my candidate accepts a job offer. Do you have any idea how I could do this? I was thinking maybe using Quick actions? Any help would be very much appreciated.
Not sure what your schema looks like, but if Candidate is a Custom Object, you could have some field like a pick list that when you select Accepted as a value as an example, you could have use Process Builder to then when that value is selected, create an custom object "Employee" record, or an Standard User record.
Hope this helps, if so please select as the best answer, or if you have any additional questions, please let us know!
Hope this helps, if so please select as the best answer, or if you have any additional questions, please let us know!
Shawn