Client needs and placement visibility
Connect relationship history, vacancies or assignments, owners and follow-up in a useful shared view.
Salesforce for recruitment & workforce operations
Connect placements, onboarding and approvals.
Bring client development, candidate or crew onboarding, placements and operational approvals into clearer view. We help recruitment and workforce teams connect Salesforce with the tools they already rely on.
Where Salesforce can help
Follow the work before and after placement.
Onboarding with a clear readiness picture
Track required information, credential checks and expiry dates, with people responsible for confirming readiness.
Approvals that do not disappear into email
Make timesheet and expense review status visible, including missing items and exceptions.
A cleaner finance hand-off
Prepare approved placement and time information for payroll or invoicing systems, with reconciliation and ownership.
Placement workflow
From requirement to an approved hand-off
- 01
Requirement
Capture the client need and assignment details.
- 02
Onboarding
Collect information and confirm readiness.
- 03
Placement
Keep responsibilities and operational activity connected.
- 04
Approval
Review time and expenses before the finance hand-off.
Your applicant tracking, vendor management and payroll systems may remain central. We establish where each record belongs and how information should move; payroll execution and recruitment decisions are not assumed to sit in Salesforce.
AI assistance
Prepare onboarding reminders for review.
We choose between Agentforce, a custom assistant and conventional automation based on the task. MCP can connect an assistant to permitted tools and data, with review before any agreed action.
Explore AI and MCP setupAn AI use case
Make the onboarding review easier
An assistant could summarise outstanding onboarding items and draft a reminder for review. Access is limited to appropriate records, and people remain responsible for credential checks, candidate assessment and placement decisions.
Draft for human review · Access limited to permitted information
Working with Forgemoor
Connect recruitment with operations.
We can review your current CRM, implement Salesforce or connect it to a specialist system. Our consultants use early prototypes to test the design with your team.
Where does your team spend time chasing an update?
Let’s explore the process, the systems around it and a practical first improvement.