ServiceMax Core for China
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ServiceMax Core for China is currently in beta.
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PTC, in partnership with Salesforce on Alibaba (SFoA) Cloud, offers a localized solution tailored for enterprises operating in mainland China. This collaboration ensures compliance with China’s regulatory requirements while maintaining PTC’s global standards for reliability and innovation.
ServiceMax Core on SFoA enables customers operating in mainland China to:
• Use a localized, compliant CRM platform as the system of record for field service.
• Standardize the same work order, Installed Product, and entitlement processes as their global deployments.
About ServiceMax
ServiceMax’s mission is to help customers keep the world running with asset-centric service management software. As a recognized leader in service execution, our cloud-based solution offers a comprehensive view of asset management and service operations.
ServiceMax offers solutions built and refined with inputs from technicians, engineers, dispatchers, and service leaders. These solutions support users across all layers of field service operations, improving execution efficiency, ensuring compliance, and enabling data-driven decision-making.
ServiceMax Core for China Feature Availability
The following table compares ServiceMax Core capabilities for China deployments andglobaldeployments:
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Key Capabilities
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ServiceMax Core for China
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Global ServiceMax Core
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Login and Authentication
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Available
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Available
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Installed Base Management
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Available
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Available
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Work Order Management
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Available
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Available
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Entitlements
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Available
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Available
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Preventive Maintenance
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Available
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Available
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Checklists, Forms, and Output Documents
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Available
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Available
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Security and Compliance
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Available
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Available
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Migration Tools
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Available
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Available
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Investigations
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Available
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Available
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Product Structure
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Available
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Available
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Service Org
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Available
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Available
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Inventory Management
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Available
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Available
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Maps
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Available
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Available
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Dispatch Console(Excluding Maps)
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Available
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Available
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Dispatch Console(Including Maps)
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Planned on the roadmap
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Available
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Mobile Go Apps
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Planned on the roadmap
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Available
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DataGuide
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Planned on the roadmap
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Available
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Service Board
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Planned on the roadmap
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Available
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Schedule Optimization (Optimax)
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Planned on the roadmap
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Available
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ServiceMax AI
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Planned on the roadmap
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Available
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Engage
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Planned on the roadmap
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Available
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Zinc
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Not Available
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Available
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Key Capabilities
ServiceMax platform offers the following capabilities:
• Work Order Management: Manage the service lifecycle, from scheduling and dispatch to task execution, reporting, and invoicing.
• Work Plans and Task Management: Define and track execution steps for complex service scenarios to simplify task execution.
• Installed Base Management: Achieve comprehensive visibility into your products or installed base with real-time product data and machine intelligence.
• Contract, Warranty, and Entitlement: Streamline the processes for contract creation, amendment, and renewal. Ensures clear visibility into Service Level Agreements (SLAs).
• Proactive Maintenance: Improve Install Base’s reliability, increase operation efficiency, and extend a product’s lifespan with a strategic approach.
• Inventory Management: Track inventory levels, optimize stock allocation in field locations, and facilitate real-time visibility into parts availability.
• Automate and Standardize Workflow: Automate repetitive tasks such as data entry, job routing, and status updates to free up technicians' time for more complex service activities.
• Dispatch Console: Assign work orders to technicians using various dispatch methods.
Release Schedule
ServiceMax Core for China follows the global release cycle and is available one month after General Availability (GA) of Global ServiceMax Core. For detailed timelines, see the Release Schedule for Global ServiceMax Core.
Setup Requirements
You must perform the following configurations steps to ensure a successful installation and setup:
1. Ensure that a Salesforce org is provisioned on Alibaba Cloud. Contact Alibaba Support to request a Salesforce org on Alibaba Cloud.
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ServiceMax Core for China cannot be installed on a standard Salesforce org.
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2. Install the ServiceMax Core for China package in your Salesforce on Alibaba (SFoA) Cloud org. Contact ServiceMax Support for package installation.
Additional Resources