This section covers administrative tasks for the Contact_MSR module, including system configuration, user permissions, data management, and performance maintenance.
1. Candidate Status
Navigation: Go to Setup → Custom Metadata Types → Candidate_Status_Setting__mdt.
Create statuses and set Exclude in Search Person to true for statuses that should be hidden from search results (e.g., Inactive or Blacklisted).
2. Contact Person Status
Navigation: Go to Setup → Custom Metadata Types → Contact_Person_Status_Setting__mdt
Create status configurations and apply optional search exclusions as needed.
3. General Language
Navigation: Go to Setup → Custom Metadata Types → General Language Setting.
Map the Contact Language picklist values to specific channel language codes (e.g., for WhatsApp integration).
4. Number Setting
Set up Person Numbering
Configure automatic person number assignment.
Setup → Custom Settings → General Settings → Configure Person No Count.
Manage Number Sequences
Ensure unique person numbers system-wide.
Setup → Custom Settings → General Settings → Monitor and reset Person No Count if needed.
Configure Number Format
Set person number display format.
Setup → Object Manager → Contact → Fields → Person No → Configure display format.
5. Person record type
Set up Record Types
Define contact types (Candidate, Contact Person, etc.).
Setup → Object Manager → Contact → Record Types → Create or modify
Configure Page Layouts
Customize fields and sections per record type.
Setup → Object Manager → Contact → Page Layouts → Edit layout.
Set Validation Rules
Ensure data quality and enforce business rules.
Setup → Object Manager → Contact → Validation Rules → Create or modify.
6. Salutation
Set up Salutation Mappings
Map salutations to genders automatically.
Setup → Custom Metadata Types → Salutation Setting → Create mappings.
Configure Gender Settings
Set gender picklist values.
Setup → Object Manager → Contact → Fields → Gender → Configure picklist.
Set Active Mappings
Enable or disable salutation mappings.
Setup → Custom Metadata Types → Salutation Setting → Set Active field true or false
Custom Settings
Columns & Fields
Setup → Custom Settings → Columns and Filtering Field Set Settings
Central location for field set references used across Search Persons, Application Process, and Matchlists. Create field sets on Contact object, then reference them here.
Prerequisites: Field sets must first be created on the Contact object before they can be referenced here.
Textkernel
Enable TextKernel Search: Turn on external CV search functionality
Go to Setup → Custom Settings → Textkernel Settings → Enable Search setting
set CV Extract credentials, configure CV Parsing Field Set and Update CV Parsing Field Set. Key field: Show_In_Textkernel__c.
Configure Indexing: Set up automatic contact indexing for search
Go to Setup → Object Manager → Contact → Fields → Show In Textkernel → Configure indexing rules
Manage Search Performance: Optimse TextKernel search performance
Go to Setup → Custom Settings → Textkernel Settings → Configure search performance settings
General Settings
Setup → Custom Settings → General_Settings__c
Handles person numbering and general contact configuration. See also Section 4 — Number Setting for related number format and sequence configuration.