---
schema_version: "1"
id: 460d54fe0b718fe59978e14f00b74a03247d330998ea2b1d819dcc842641f725
title: Set Up Lead Sourcing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_recruitment_campaigns_lead_sourcing.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_recruitment_campaigns_lead_sourcing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 43c80edf46a73c9c6ec4043038718d274863ca4bf7b18dbe1b28caebadb9415a
description: Automatically generate lead records for applicants associated with a recruitment posting. Recruiters can then track sourcing activity and candidate engagement per hiring initiative.
products:
  - Public Sector
release: "264"
---
# Set Up Lead Sourcing

Automatically generate lead records for applicants associated with a recruitment posting. Recruiters can then track sourcing activity and candidate engagement per hiring initiative.

### Required Editions

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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d32023e38">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32023e38 ">To create and activate flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32023e38 ">Manage Flow</td>

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A schedule-triggered flow invokes the Create Leads from Active Recruitment Postings autolaunched flow. This flow calls the Bulk Enqueue Postings to Generate Leads invocable action, which runs three subflows to create leads:

 
| Subflow | Description |
| --- | --- |
| Get Skills | Queries the posting to determine the required skills. For example, a posting for a software engineer role might require Java, Python, and C++. |
| Get Candidate Accounts | Uses the required skills to query person competency and person examination records to find matching candidates. |
| Create Candidate Lead Records | Creates a lead record for each matching candidate. |

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-public_sector_solutions-264-0-0-production-enus/25746429-1b1c-4bf3-b014-cf92f9531212/images/icon_note.png)

Note You can customize any of these three flows to add fields or logic specific to your requirements.

1. Deactivate the Standard Lead Duplicate Rule.
    
    For instructions, see [Standard Lead Duplicate Rule](https://help.salesforce.com/s/articleView?id=sales.duplicate_rules_standard_lead_rule.htm&type=5&language=en_US).
2. Create a schedule-triggered flow.
    
    For instructions, see [Schedule-Triggered Flows](https://help.salesforce.com/s/articleView?id=platform.flow_concepts_trigger_schedule.htm&type=5&language=en_US).
3. On the flow canvas, click **Add Element**, select **Subflow**, and then select the **Create Leads from Active Recruitment Postings** autolaunch flow.
4. Save and activate the flow.

The flow runs on your configured schedule, creating lead records for eligible applicants and linking each lead to its recruitment posting.

#### See Also

- [Standard Lead Duplicate Rule](https://help.salesforce.com/s/articleView?id=sales.duplicate_rules_standard_lead_rule.htm&type=5&language=en_US)
- [Schedule-Triggered Flows](https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_schedule.htm&language=en_US)