Resourcing Adjacencies Dataset PS Cloud Analytics Input Fields

Professional Services CloudNew

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 Object

This flow uses Assignment as a base object to retrieve PSA field information. It also uses this object to look up to the Resource Request and Resource Skill Request objects to complement the data necessary to generate the Resourcing Adjacencies dataset.

Assignment

The main fields retrieved from the Assignment object in PSA are as follows. For more information about each field, see Assignment Fields.

Fields Retrieved from the Assignment Object
Field Field API Name Description
Resource Request pse__Resource_Request__c

We use this field to match only assignments that are associated with resource requests.

We also use it to link the assignment to the resource request that the assignment was created from.

Start Date pse__Start_Date__c We use this to field match only assignments that are in the past.

Resource Request

The main fields retrieved from the Resource Request object in PSA are as follows. For more information about each field, see Resource Request Fields.

Fields Retrieved from the Resource Request Object
Field Field API Name Description
Group pse__Group__c We use these fields to populate the Source Field Name field in the resulting dataset.
Practice pse__Practice__c
Region pse__Region__c
Resource Role pse__Resource_Role__c

Resource Skill Request

The main fields retrieved from the Resource Skill Request object in PSA are as follows. For more information about each field, see Resource Request Fields.

Fields Retrieved from the Resource Skill Request Object
Field Field API Name Description
Resource Request pse__Resource_Request__c We use this field to link the resource skill request to the resource request that it was created from.
Skill or Certification pse__Skill_Certification__c We use this field to populate the Matched Field Name field in the resulting dataset.