Professional Services Automation Data Dictionary

pse__Resource_Search_Settings__c

Label: Resource Search Settings

Resource Search Settings configuration object for managing search parameters and weightings.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Availability_Priority__c Availability Priority Winter 2026 Determines the priority of availability when matching and ranking resources with Intelligent Staffing. The default value is 3. 1 is the highest priority. 2 is next highest, and so on. Priority values must be unique.

Number(2,0) true 3
pse__Custom_Filter_Fields_Weighting__c Custom Filter Fields Weighting Winter 2026 Determines how important it is that the resource matches custom filter field values. Essential means the custom filter field values must match. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

Picklist true
pse__Exclude_Aspirational_Skills__c Exclude Aspirational Skills and Certs Winter 2026 If selected, a resource's aspirational skills and certifications are excluded when matching resources.

Checkbox false false
pse__Exclude_Expired_Skills__c Exclude Expired Skills and Certs Winter 2026 If selected, a resource's skills and certifications are excluded when matching resources if their expiration date is on or before the resource request's end date.

Checkbox false false
pse__Filter_Fields_Priority__c Filter Fields Priority Winter 2026 Determines the priority of filter fields when matching and ranking resources with Intelligent Staffing. The default value is 1. 1 is the highest priority. 2 is next highest, and so on. Priority values must be unique.

Number(2,0) true 1
pse__Group_Weighting__c Group Weighting Winter 2026 Determines how important it is that the resource matches the Group value. Essential means the Group filter value must match the resource's group. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

Picklist true
pse__Practice_Weighting__c Practice Weighting Winter 2026 Determines how important it is that the resource matches the Practice value. Essential means the Practice filter value must match the resource's practice. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

Picklist true
pse__Region_Weighting__c Region Weighting Winter 2026 Determines how important it is that the resource matches the Region value. Essential means the Region filter value must match the resource's region. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

Picklist true
pse__Role_Weighting__c Role Weighting Winter 2026 Determines how important it is that the resource matches the Role value. Essential means the Role filter value must match the resource's role. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

Picklist true
pse__Skill_Or_Cert_Rating_Required_Statuses__c Skill or Cert Rating: Required Statuses Winter 2026 A comma-separated list of approval statuses that skill or certification ratings must have to be included in the resource matching process. The default value is All.

Text(255) false "All"
pse__Skills_Priority__c Skills Priority Winter 2026 Determines the priority of skill ratings when matching and ranking resources with Intelligent Staffing. The default value is 2. 1 is the highest priority. 2 is next highest, and so on. Priority values must be unique.

Number(2,0) true 2
pse__Worked_With_Customer_Weighting__c Worked With Customer Weighting Winter 2026 Determines how important it is that the resource has worked with the customer. Essential means the resource must have worked with the customer. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

Picklist true


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