Creating Account Skills

You can associate CS skills and CS skill sets with an account using:

  • The Add Skills button on the Account Skills tab of the account's record page.
  • The New button in the Account Skills related list of the account's record page.

An Account Skill record is created when associating skills, which can be viewed in the Account Skills tab and Account Skills related list on the Account's record page.

Note:

You can associate a maximum of 15 skills with an account.

You can associate CS skills and CS Skill sets with the accounts in one of the following ways:

To associate CS skills or CS skill sets with an account from the Account Skills tab of the account's record page:

  1. On the Account tab, click the account with which you want to associate CS skills and CS skill sets. The account's record page displays.
  2. On the account's record page, click the Account Skills tab.
  3. Click Add Skills.
  4. In the Add Skills window, select the CS Skill or CS Skill Set in the drop-down list.
  5. Search for and select the skills or skill sets you want to associate with the account. You can view skills or skill sets related to the searched keyword, including their type and the role they are associated with. You can also select the level of competence in the CS skill or CS skill set that is required by the account in the Minimum Rating field. Enter at least two characters in the Search field and click Show All Results for “ ” to open the Select CS Skill or Select CS Skill Set window. Then, select the skills or skill sets that you want from the grid and click Select to add them to the skills grid in the Add Skills window. For more information, see Using Advanced Lookup.
  6. Click Add. The added skills and skill sets are displayed in the Skills Management grid.
Note:

You cannot select the same skill more than once. If a skill is already selected as an individual skill, ensure it is deselected in the selected skill set.

To associate CS skills and CS skill sets with accounts from the Account Skills related list of the account's record page:

  1. On the Account tab, click the account with which you want to associate CS skills or CS skill set. The account's record page displays.
  2. On the account's record page, click the Related tab.
  3. Click New in the header of the Account Skills related list. The New Account Skill window opens.
  4. [Optional] In the Minimum Rating field, select the level of competence in the CS skill that is required by the account.
  5. Select the CS skill to associate with the account.
  6. [Optional] Search for and select the CS skill set to associate with the account.
  7. Click Save to save your new account skill record or Save & New to save your new record and create another account skill record.