SECTIONSResource Skills Flow PSA Input Fields
The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.
Base Objects
This flow uses Skill / Certification, Skill / Certification Rating, Skill Set Skill, and Skill Set as the base objects to extract PSA field information. It also uses these to look up to other PSA objects to complement the data necessary to generate the Resource Skills dataset.
Before creating this dataset, you must assign read access permissions to the Integration User for the following objects in your PSA data environment:
- Skill / Certification Rating
- Contact
For more information, see PS Cloud Analytics Permission Sets.
Skill / Certification
These are the main fields retrieved from the Skill /Certification object in PSA.
|
Field Label |
Field API Name |
Description |
|---|---|---|
| ID | Id | These fields are imported directly from your PSA environment. For more information, see Skills Management Overview. |
| Name | Name | |
| Certification Source | pse__Certification_Source__c | |
| Description | pse__Description__c | |
| Skill Or Certification | pse__Skill_Or_Certification__c | |
| Type | pse__Type__c |
Skill / Certification Rating
These are the main fields retrieved from the Skill / Certification Rating object in PSA.
|
Field Label |
Field API Name |
Description |
|---|---|---|
| Rating Id | Name | These fields are imported directly from your PSA environment. For more information, see Skill / Certification Rating Fields. |
| Approval Status | pse__Approval_Status__c | |
| Aspiration | pse__Aspiration__c | |
| Certified | pse__Certified__c | |
| Date Achieved | pse__Date_Achieved__c | |
| Evaluation Date | pse__Evaluation_Date__c | |
| Certification Expiration Date | pse__Expiration_Date__c | |
| Numerical Rating | pse__Numerical_Rating__c | |
| Rating | pse__Rating__c | |
| Years of Experience | pse__Years_Experience__c | |
| Skill / Certification | pse__Skill_Certification__c | |
| Resource | pse__Resource__c | We use this field to look up the corresponding PSA object for the following fields Resource (Contact). |
Skill Set Skill
|
Field Label |
Field API Name |
Description |
|---|---|---|
| Record ID | Id | These fields are imported directly from your PSA environment. For more information, see |
| Name | Name | |
| Skill / Certification | pse__Skill_Certification__c | |
| Skill Set | pse__Skill_Set__c |
Skill Set
|
Field Label |
Field API Name |
Description |
|---|---|---|
| Record ID | Id | These fields are imported directly from your PSA environment. For more information, see |
| Name | Name |
Augmented Fields
The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.
Key: → — Lookup path between objects
|
Object |
Lookup Path |
Field Label |
API Name |
|---|---|---|---|
| Resource (Contact) | Name | Name |