Navigation Overview
EmmyCore runs on Salesforce, so many navigation patterns follow standard Salesforce behavior: app navigation, list views, record pages, related tabs, and global search.
Main Areas
The standard EmmyCore workspace focuses on:
- Accounts
- Contacts
- Projects
- Candidates
- Tasks
- Reports
- Search and match features, if enabled
- Newsletter and plugin features, if enabled
Some tenants include additional tabs or hide areas that are not part of their configuration.
List Views
Most areas open as list views. List views let you work with records in table-like overviews.
Common actions include:
- Opening a record by selecting its name
- Creating a new record with New
- Switching between saved list views
- Filtering records
- Sorting columns
- Changing display mode, for example table or Kanban where supported
In Salesforce-based screens, users can often create their own filtered views. Avoid changing shared standard views unless your internal admin has approved it.
Record Pages
Record pages are detail pages for a single Account, Contact, Project, or Candidate.
Depending on the object and configuration, a record page can include:
- Header fields and key actions
- Detail fields
- Related records
- Activities
- Files and documents
- Timeline or history sections
- Workflow-specific components
For Projects and Candidates, the record page is where most operational recruiting work happens.
Related Tabs
Salesforce record pages often include a Related area. This area shows connected records, such as documents, candidate assignments, Project properties, activities, or campaign entries.
Use related tabs when you need to understand how one record connects to the broader recruiting process.
Standard Caveat
The exact navigation layout depends on your tenant configuration, user permissions, and Salesforce setup. If you do not see an area described in these docs, it may be hidden, disabled, or not included in your role.