Managing Skills
Published on June 15, 2026 QuoteX
Setting Up Skills in Pre Sales Cloud
Skills allow you to get more specific when adding roles to your project. While Practices define a broad service line, Skills represent precise technical capabilities, professional certifications, or language proficiencies (e.g., Javascript, OmniStudio, Presentation).
Note: Individual Skills do not dictate hourly rates; rates remain driven by the underlying Rate Card.
Skills add precise capabilities to project roles.
Setup Steps
To manage technical and professional skills, navigate to the PSC Skills tab in the Pre Sales Cloud Admin App.
- Select '+ New PSC Skill' from the PSC Skills tab dropdown.
- Provide a specific name for the skill.
- In the Description field, provide more details about the skill.
- Select a type. This is a way to classify your skills.
- Click Save.
Complete the New PSC Skill form and click Save.
Tip: Use specific, recognizable skill names (e.g., OmniStudio rather than Salesforce Development) so the right skill can be matched to the right role.
Practical Application
Once your Skills are established, they serve a primary function:
- Role Precision: Use Skills to define specific requirements for a project role beyond just the job title.
Next Step: Setup Rate Cards and Pricing
Knowledge Article Number: KA-00011