Skill or Certification Fields
The skill or certification record includes the following fields.
Skill or Certification Detail
Key:
* – Mandatory field
R – Read-only
M - The skill or certification field included in the PSA Mobile application.
| Field | Description | |
|---|---|---|
| Inactive | Indicates that the skill, certification, or category is no longer available for use. You can also update this field in bulk by using the Mark Skill Active and Mark Skill Inactive custom actions in Salesforce Flow Builder. For more information, see Custom Actions. | |
| Category | Level in a hierarchy, such as root, parent, or child level. Skills and certifications can belong to a category. | |
| Certification | Document relating to a status or a level of achievement. | |
| Currency | * | Default currency for this record. |
| Description | Text description of this skill or certification. | |
| External ID | 255 character limit field to identify this skill in an external system. | |
| Group | Picklist of groups. You can customize this picklist by editing the page layout. | |
| Hierarchy Key Path | R | Read only field displaying IDs of ancestors within the skills hierarchy. |
| Hierarchy Level | R | Indicates the level within the skills hierarchy. |
| Hierarchy Path | R | Read only field displaying names of ancestors within the skills hierarchy. |
| Parent Category | Lookup to the parent in the skills hierarchy. Parent must be a record type of category and not a skill or certification. You can customize this lookup by editing the page layout. | |
| Parent Hierarchy Level | R | Indicates the level of the parent within the skills hierarchy. |
| Record Type | R | Indicates whether this is a category, certification, or skill record. |
| Record Type Name |
M R |
Record type name for this skill. |
| Resource Roles | Resource roles associated with this skill. The Resource Role global picklist value set contains the options available from this picklist field. | |
| Skill | An ability, proficiency, or expertise, in a subject area. | |
| DEPRECATED: Skill or Certification | This field is obsolete. Instead, you can use the Record Type field to indicate whether the record is a category, certification, or skill. | |
| Skill or Certification Name | * | Name of the skill or certification. For example, Java, or Project Management. |
| Type |
Used for grouping purposes on the Skills Capacity page. You must specify a type in this field to ensure the skill or certification record is visible on the Skills Capacity page. You can customize this picklist by editing the page layout. |
|
| Unique Name | Unique skill name. |
Buttons
The Manage Skills and Certifications tab of the PSA Mobile application includes the following buttons:
| Button | Description |
|---|---|
| Add | Adds skills and certifications to the resource. |
| Close | Allows you to go back to the previous page. |
| Edit | Edits skill and certification rating record on the respective page. |
| Delete | Deletes the selected skill and certification rating record on the respective page. |
Certification Details
| Field | Description |
|---|---|
| Certification Source | Organization or institution that grants this certification. You can customize this picklist by editing the page layout. |
SECTIONS