Skills Management Global Settings

Note:

For information on skills management settings at user level, see Skills Management Settings.

The Skills Management Global Settings custom setting contains settings for skills and certifications management for all users in your org.

Skills Management Global Settings
Field Description Default Value
Enable Resource Skill Rating Suggestions If selected, skill rating suggestions for resources are generated. false
Enable New Resource Skill Suggestions If selected, new skill suggestions for resources are generated. false
Hide Inactive Skills and Certifications Filter If selected, the Hide Inactive Skills and Certifications checkbox filter is available in the Filters panel. false
Resource Skill Suggestion Display Limit The maximum number of new skill suggestions for resources that display in the Manage Skills and Certifications window. 7
Resource Skill Suggestion Trigger

Determines when notifications for new skill and skill rating suggestions are automatically sent. The only valid values are:

  • AssignmentClosed: The sending is triggered when an assignment is closed.
  • ScheduledJob: The sending is handled by a scheduled job.
 Scheduled Job
Skill Rating Suggestion Lower Threshold The number of months for the lower threshold to flag skills. For example, if this is set to 3, skills with ratings updated less than three months ago are flagged in the Manage Skills and Certifications window. This value must be between 0 and 99, and lower than the Skill Rating Upper Threshold value. 3
Skill Rating Suggestion Upper Threshold The number of months for the upper threshold to flag skills. For example, if this is set to 12, skills with ratings updated more than 12 months ago are flagged in the Manage Skills and Certifications window. This value must be between 0 and 99, and higher than the Skill Rating Lower Threshold value. 12
Skill Suggestions: Assignment Day Range

The number of days to search for closed assignments when generating new skill and skill rating suggestions for resources. If you leave this field blank, the default value is used.

For information on how to set this value, see Supported Day Ranges for Resource Skill Suggestion Notifications.

Example:
  • Field value: 90
  • Today's date: May 1, 2026

Assignments closed up to January 31, 2026 are included.

 90
Suggested Resource Skills Location The API name of the app page that contains the PSA Manage Skills and Certifications component. When a user clicks a notification, they are redirected to the Manage Skills and Certifications window in that app page to view skill suggestions. Only app pages are supported. When blank, users are redirected to the Manage Skills and Certifications window in the component directly. The component must be added directly to the page, outside Salesforce standard container components such as the Tabs and Accordion components. Otherwise, the Manage Skills and Certifications window will not open when clicking a notification. Blank