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Recruitment · Salesforce CRM · MENA

UpForJobs
Recruitment CRM

A full Salesforce CRM implementation for a Dubai-based AI talent platform — candidate management, client engagements, and placement tracking across the MENA region.

Sales Cloud Screen Flow Custom Objects Flow Automation Validation Rules Executive Dashboard Live Client
Process Doc
01
UpForJobs Candidates List View
The Talent Pool
Candidates. Skills. Availability.

A custom Candidate__c object manages the full freelancer roster — 11 fields capturing skills, sprint rates, availability status, and MENA location data.

  • Multi-select Skills picklist — 8 categories including LLMs, MLOps & UI/UX
  • Availability stages — Available, In Sprint, Placed, Inactive
  • Sprint Rate (USD) and LinkedIn Profile fields
  • MENA Based checkbox for regional filtering
02
UpForJobs Talent Matcher Flow Canvas
The Matcher
Brief. Match. Deploy.

A guided Talent Matcher Screen Flow walks the recruitment team through the full client briefing process — from selecting a client and region to choosing an UpPaq service package.

  • Screen 1 — Client Brief: client, region & skills required
  • Screen 2 — UpPaq Selection: service package & sprint duration
  • Screen 3 — Confirmation summary before submission
  • Auto-creates Engagement record with Status set to Briefing
03
UpForJobs Engagements Pipeline List View
The Pipeline
5 Engagements. Full Lifecycle.

The Engagement__c object links every Candidate, Client, and UpPaq into a single placement record — auto-numbered ENG-0001 through ENG-0005 — tracked across a 5-stage pipeline.

  • Stages: Briefing → Matching → Active Sprint → Completed → Cancelled
  • Lookup relationships to Candidate, Account & UpPaq
  • Region picklist — UAE, KSA, Egypt, Qatar, Kuwait, Other MENA
  • Completed status triggers automated follow-up task
04
UpForJobs Executive Dashboard
The Dashboard
MENA Pipeline. At a Glance.

An executive dashboard embedded as the app home page surfaces placement performance, revenue by client, and candidate availability — built for C-suite visibility across the MENA region.

  • Active Sprints — total pipeline value metric ($31k)
  • Revenue by Client — bar chart across all 5 MENA accounts
  • Active Engagements by Region — UAE vs KSA donut chart
  • Candidate Availability — Available, In Sprint, Placed breakdown