Professional Services Automation Invocable Action Reference

SkillMatchAction

Matches one or more search terms to active Skill records using exact, fuzzy, and (when generative AI is available) semantic matching, returning the matched skills grouped by term as JSON. Use this when terms are phrased loosely or in natural language. This is distinct from Search Skills, which is a deterministic partial-name lookup.

PropertyValue
LabelMatch Skills
CategorySkills Extraction
SinceSummer 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsextraction, resolve, identify, competency

Request Parameters

FieldTypeLabelDescriptionRequired
searchTermsList<String>Search TermsThe skill names or phrases to match (one match result is returned per term).Yes
excludedSkillIdsList<String>Excluded Skill IdsOptional. Ids of Skill records to exclude from the matches.No
rolesList<String>RolesOptional. Resource role names a matched skill must allow; a skill with no roles matches any role.No
validZoneSkillIdsList<String>Valid Zone Skill IdsOptional. Ids of skills within the allowed skill zones. When skill zones are enforced, leaving this empty returns only skills that have no zone.No
excludedRecordTypeIdsList<String>Excluded Record Type IdsOptional. Skill record type Ids to exclude from the matches.No

Response Parameters

FieldTypeLabelDescriptionRequired
matchedSkillsStringMatched SkillsJSON array, one entry per search term: [{"searchTerm","matches":[{"skillId","skillName","matchStrength"}]}]. matchStrength is EXACT_MATCH or CLOSE_MATCH; matches are in relevance order.No
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