Create Skills in Salesforce
Scheduler
To get started with skills for Salesforce Scheduler, create basic skills in your org.
When you assign skills to service resources or mark them as required on work types, you can add
details like skill level and duration.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
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From Setup, in the Quick Find box, enter Skills, and then click
Skills under Salesforce Scheduler.
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Click New.
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Enter a name for the skill—for example, Wealth Manager or
Mortgage Specialist.
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Enter a description.
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Click Save.
You can now assign the skill to service resources or list it as required on work
types.
