SECTIONSSetting up Suggested Skills for Resource Requests
Skill suggestions can be set up to display when you perform a number of specific actions. For more information, see Skill Suggestions Overview.
To ensure that skill suggestions are displayed on a resource request, follow the steps and refer to the related Help pages. If any of these steps are not completed, skill suggestions will not be displayed.
| Step | Task | Further Information |
|---|---|---|
| 1 | Complete the setup required for PS Cloud Core Analytics. You must ensure that Resource Adjacencies is selected on the PS Cloud Analytics Setup record. | Setting up PS Cloud Core Analytics Apps |
| 2 |
Assign one of the following PS Cloud Advanced Analytics permission sets to users that you want to see suggested skills:
This is required for the Analytics data to be displayed in PSA. |
For more information about Analytics permission sets, see the Salesforce Help |
| 3 | Provide access for the createUserSessionId Visualforce page to the users that you want to see suggested skills. The permission is included in the PSA - Manage Resource Requests for a Project and PSA - Manage Resource Requests for an Opportunity permission sets. |
For more information about assigning permissions, see the Salesforce Help |
| 4 |
Provide Read access for the following objects to the users that you want to see skill suggestions:
Some of these objects also require some field-level permissions, which are listed in the next section of this page. |
Required Field Permissions |
| 5 | Create data for the Resourcing Adjacencies dataset. | Preparing the Data Environment for PS Cloud Analytics |
Required Field Permissions
Users must have Read access to the following fields to be able to see suggested skills.
| Object | Field |
|---|---|
| Assignment | Resource Request |
| Start Date | |
| Resource Request | Group |
| Practice | |
| Region | |
| Resource Role | |
| Resource Skill Request | Resource Request |
| Skill or Certification |