Adding Extracted Skills and Certifications

Note:

This feature uses generative AI to analyze your documents when the AI Core package is installed in your org. Do not provide sensitive data such as personally identifiable information, protected health information, or confidential or privileged data. For more information about how your data is handled, see Einstein Trust Layer in the Salesforce Help.

This page explains how to add skills and certifications extracted from text or a PDF or TXT document for your or another user. Steps vary depending on whether the AI Core package is installed in your org.

To add extracted skills and certifications:

1. Do one of the following from the Manage Skills and Certifications window:

   • To add skills and certifications to your user, select "Me" from the drop-down list in the toolbar.

   • To add skills and certifications for another resource, complete the following steps:

     1. Select "Other" from the drop-down list in the toolbar.
     2. Select a resource using the search bar.
2. Click Add |Extracted Skills and Certifications. The Extract Skills and Certifications window opens.

3. Do one of the following:

   • If AI Core is not installed in your org, enter a skill or certification term per line in the Text field. To ensure the terms are matched, use skill and certification names that exist in your org.

   • If AI Core is installed in your org, complete the following steps:

     1. Select Upload Document or Paste Text in the Skill and Certification Extraction Method field.

     2. Do one of the following:

        • If you selected Upload Document in step a, click Upload Files or drag-and-drop a PDF or TXT document from your device. You can only upload one document.
        • If you selected Paste Text in step a, enter or paste a block of text containing skills or certifications such as a CV or job description in the Text field.
4. Click Next.

5. Do one of the following:

   1. If AI Core is not installed in your org, complete the following steps:

      1. [Optional] Remove any matched skills and certifications that you do not want to add by doing one the following:

         • Deselect any irrelevant skills or certifications.
         • Select any irrelevant skills or certifications and click .
      2. [Optional] Complete the details for the relevant skills and certifications matched.

   2. If AI Core is installed, complete the following steps:

      1. Review the extracted skill and certification terms, ensuring those you want to match to skills and certifications in your org are selected.

      2. [Optional] To remove terms, do one of the following:

         • Deselect any irrelevant terms.
         • Select any irrelevant terms and click .
      3. Click Next.

      4. [Optional] To remove any matched skills and certifications that you do not want to add, do one the following:

         • Deselect any irrelevant skills or certifications.
         • Select any irrelevant skills or certifications and click .
      5. [Optional] Complete the information for each relevant skill or certification matched.
6. Click Done.

The added skills and certifications display in the Skills or Certifications tab in the Manage Skills and Certifications window.