Resource 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 Core Analytics Permission Sets.

Skill Or Certification

The main fields retrieved from the Skill Or Certification object in PSA are as follows.

Fields Retrieved from the Skill Or Certification Object
Field Label Field API Name Description
ID Id Populates the Skill / Certification ID field in the resulting dataset.
Name Name Populates the Skill / Certification Name field in the resulting dataset.
Certification Source pse__Certification_Source__c Populates the Skill / Certification Source field in the resulting dataset.
Description pse__Description__c Populates the Skill / Certification Description field in the resulting dataset.
Skill Or Certification pse__Skill_Or_Certification__c Populates the Skill or Certification field in the resulting dataset.
Type pse__Type__c Populates the Skill / Certification Type field in the resulting dataset.

Skill Or Certification Rating

The main fields retrieved from the Skill Or Certification Rating object in PSA are as follows.

Fields Retrieved from the Skill Or Certification Rating Object
Field Label Field API Name Description
Rating Id Name Populates the Name field in the resulting dataset.
Approval Status pse__Approval_Status__c Populates the Approval Status field in the resulting dataset.
Aspiration pse__Aspiration__c Populates the Aspiration field in the resulting dataset.
Certified pse__Certified__c Populates the Certified field in the resulting dataset.
Date Achieved pse__Date_Achieved__c Populates the Date Achieved field in the resulting dataset.
Evaluation Date pse__Evaluation_Date__c Populates the Evaluation Date field in the resulting dataset.
Certification Expiration Date pse__Expiration_Date__c Populates the Certification Expiration Date field in the resulting dataset.
Numerical Rating pse__Numerical_Rating__c Populates the Numerical Rating field in the resulting dataset.
Rating pse__Rating__c Populates the Rating field in the resulting dataset.
Years of Experience pse__Years_Experience__c Populates the Years Experience field in the resulting dataset.
Skill / Certification pse__Skill_Certification__c Populates the Skill / Certification ID field in the resulting dataset.
Resource pse__Resource__c Populates the Resource ID field in the resulting dataset.

Skill Set

The main fields retrieved from the Skill Set object in PSA are as follows.

Fields Retrieved from the Skill Set Object
Field Label Field API Name Description
Record ID Id Populates the Skill Set ID field in the resulting dataset.
Name Name Populates the Skill Set Name field in the resulting dataset.

Skill Set Skill

The main fields retrieved from the Skill Set Skill object in PSA are as follows.

Fields Retrieved from the Skill Set Skill Object
Field Label Field API Name Description
Record ID Id Populates the Skill Set Skill ID field in the resulting dataset.
Name Name Populates the Skill Set Skill Name field in the resulting dataset.
Skill / Certification pse__Skill_Certification__c Populates the Skill / Certification ID field in the resulting dataset.
Skill Set pse__Skill_Set__c Populates the Skill Set ID field in the resulting dataset.

Permission Control

The main fields retrieved from the Permission Control object in PSA are as follows.

Fields Retrieved from the Permission Control Object
Field Label Field API Name Description
Bypass Resource Skills View Restriction pse__View_All_Resource_Skills__c These fields are imported directly from your PSA environment. For more information, see Permission Control Fields.

Augmented Fields

Augmented fields complement the data imported from the base objects, giving you a better view of your data.

Note:

These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

Augmented Fields
Object Lookup Path Field Label API Name
Resource (Contact)   Name Name