Setting up Categories, Skills, and Certifications

Tip:

To create category record types and a skills hierarchy, see Creating Categories, Skills, and Certifications.

To set up categories, skills, and certifications:

  1. To create a skills hierarchy, add the Parent category field to your skills, certification and category page layouts.
  2. [Optional] To use a skills hierarchy, add the Hierarchy Level and Hierarchy path fields. These fields define where the skill sits, and its level, in the hierarchy.
  3. Click Setup | Manage Users | Profiles and select a profile. For each profile you want to use a skills hierarchy, on the Profile detail page, in the Page Layouts section | Custom Object Layouts, under Skill or Certification, click View Assignment. Assign the Category layout to the Category record type for any relevant profiles.
  4. Click Setup | Manage Users | Profiles and select a profile. On the Profile Detail page, navigate to the Record Type Settings section and in Skills and Certifications, click Edit. Add the Category, Skill and Certification record types to all user profiles who use the Skills and Certifications page. Click Save.
  5. [Optional] Edit the Type, Group and Certification Source picklists on the Skill or Certification object to align them with your organization, or remove them from your page layouts if not required.
  6. Add the Skill and Certification Ratings related list to the Contact page.
  7. [Optional] Control the uniqueness of record names with the Skill Unique Name Trigger Disabled and Skill Unique Name Under Parent Enabled Trigger custom settings.