Prerequisites to Installing Engage
Assumptions
The admin setting up Engage has good SFDC knowledge and background in the following areas.
• Understand SFDC Experiences Sharing Rules and Permissions for External User Accounts.
• Understand the use of SFDC Flows.
To successfully set up the ServiceMax Engage, ensure the following list of actions is completed.
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Required
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Recommended To Use All Features
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Install Managed Extension Package.
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None
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Clone Standard CC+ Profile.
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None
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Clone Standard Permission Set.
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• Create your own permission set to hold your deployment changes.
• Easier to upgrade in the future.
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Add required System Permissions to your new Permission Set or the Clone.
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None
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None
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Add any additional required Object/Field permissions to your permission set - based on your fields/configuration
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Create Flows from Templates Provided & Activate them.
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None
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Enable Experiences & Domain.
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None
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Create a new Experience Site & Publish.
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None
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None
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Set up a simple home page using Experience Builder (Include the QR Code and App Store Links to Engage Mobile App) - In case of users log in to the web by accident.
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None
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Set up the desired login experience, all SFDC login methods are supported.
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Add Engage Standard Permission Set.
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None
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Create Users from Contacts.
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None
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Assign Profile to Clone.
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None
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Assign User to Engage Standard Permission Set.
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None
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Assign User to the Cloned Permission Set.
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Assign User to Your Own Permission Set.
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None
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Check/Configure Email Templates.
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Add Member Profiles to Experience Site.
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None
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For Production Orgs, assign Engage Licenses.
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None
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Check your Sharing Rules/Permissions.
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None
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None
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Configure Global Settings.
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None
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Push Notification Connected App.
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None
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Notification Message Templates.
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None
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Configure Notification Message Flows.
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None
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Configure App Level Settings.
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None
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Define Logo/Color Scheme.
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None
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Configure Appointment exclusion criteria.
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None
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Configure Asset Spotlight Reports.
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None
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Configure Asset.
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None
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Actions, Attachments, Chat, Feedback, Fields to display, Service History, Attributes & Maintenance Plan Options.
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None
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Configure Location.
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None
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Chat, Fields & Attachments.
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None
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Configure Request.
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None
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Flows and Feedback.
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None
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Configure Zinc Hotline.
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