Adding Permission Sets
Broadcast Message Permission Set
You must manually add the following permission set to use the Broadcast Message feature.
 |
To use the Broadcast Message feature, the server package version must be 21.1 and above.
|
|
Object
|
Object Permission
|
Fields
|
Field Permission
|
|---|---|---|---|
|
SVMXC__Notification_Channel__c
|
Create, Read, Update, Delete
|
All Fields
|
Read
|
|
SVMXC__Service_Order__c
|
Read
|
Account Name, City, Contact
|
Read
|
|
Accounts
|
Read
|
Account Name
|
Read
|
|
SVMXC__Installed_Product__c
|
Read
|
Account Name, Location, Serial Number, Asset Tag
|
Read
|
ETA of Technician Arrival Permission Set
To ensure that the Engage user can view the ETA of technician arrival, provide READ access to the following fields of the work order.
|
Object
|
Field Permission
|
|---|---|
|
SVMXC__Street__c
|
Read
|
|
SVMXC__City__c
|
Read
|
|
SVMXC__State__c
|
Read
|
|
SVMXC__Country__c
|
Read
|
|
SVMXC__Zip__c
|
Read
|
|
SVMXC__Latitude__c
|
Read
|
|
SVMXC__Longitude__c
|
Read
|
Engage Advanced Appointment Permission Set
The Engage Advanced Appointment Permission Set includes the required permissions for the users to schedule appointments with Real-Time Optimization (RTO) integration. The permission is set on the Work Order object.
Ensure that the following fields have the required permissions.
|
Object
|
Field Permission
|
|---|---|
|
SVMXC__Service_Order__c
|
Read, Write
|
|
SVMXC__Street__c
|
Read, Write
|
|
SVMXC__City__c
|
Read, Write
|
|
SVMXC__State__c
|
Read, Write
|
|
SVMXC__Country__c
|
Read, Write
|
|
SVMXC__Zip__c
|
Read, Write
|
|
SVMXC__Latitude__c
|
Read, Write
|
|
SVMXC__Longitude__c
|
Read, Write
|
|
SVMXC__Dispatch_Priority__c
|
Read
|
|
SVMXC__Dispatch_Process__c
|
Read
|
|
SVMXC__Primary_Territory__c
|
Read
|
|
SVMXC__SM_Lock_Appointment_Schedule__c
|
Read
|
|
SVMXC__Service_Duration__c
|
Read
|
|
SVMXC__Territory__c
|
Read
|
|
SVMXC__Territory_s_Business_Hours__c
|
Read
|