Accessing the Application
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Prerequisite
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ServiceMax is a native application on the Force.com platform. Basic knowledge of Salesforce administration and standard capabilities is beneficial. This includes navigating, creating, updating, and deleting records, generating reports and dashboards, and managing users, profiles, and sharing settings.
To become familiar with the Salesforce environment, visit Salesforce.com education online. Select Services, then Training, and use the interactive introductory presentations. |
In order to register as a ServiceMax user, your organization must first sign up for an appropriate edition of the Salesforce application and then install ServiceMax.
After signing up, your Salesforce admin must add you as a Salesforce user and grant you access to ServiceMax features. When your Salesforce profile is set up, you will receive an initial email with your user name and password. The password must be changed upon your first login.
You can also sign up for a trial edition of ServiceMax that is valid for a stipulated period. Please note that features included in your trial edition may not be available in the ServiceMax edition you select to purchase.