ServiceMax Package in China
ServiceMax Package in China
PTC, in partnership with Alibaba Cloud, offers a localized Foundation solution tailored for enterprises operating in mainland China with selective feature availability. This collaboration ensures compliance with China’s regulatory requirements while maintaining PTC’s global standards for reliability and innovation.
ServiceMax Core on Alibaba Cloud 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.
Available Features in the Package
Product/Feature
Additional Notes
Foundation
Foundation application is available on Salesforce on Alibaba Cloud.
Migration Tool
A deployable binary is provided instead of a hosted migration service.
Configurator
A deployable binary is provided instead of a hosted migration service.
Validate Address
Available without map support, as Google Maps is not supported in the China region.
Dispatch Console
Available without map support, as Google Maps is not supported in the China region.
Case → SVMXC__Product__C
Field changes to Case → SVMXC_SM_Product__c
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.
Discover Foundation Features
• Release Schedule: Understand the release calendar for Foundation products.
• Core Feature Progression: Explore feature progression across release trains within the active maintenance window.
• What's New: Discover the latest features delivered in Core 25.1.
• What's Enhanced: Elevate your experience with key feature enhancements.
• What's Changed: Review essential modifications to behaviors, settings, and interfaces in Core 25.1.
Setup Requirements
You must perform the following configurations to ensure a successful installation and setup:
Plan Your Upgrade
• Upgrade Considerations: Review the key items to check before upgrading.
• Core Package Flows: Follow the required sequence for deploying all necessary packages.
• Data Model Changes: View the complete list of all data model updates included in this release.
• Release Compatibility Matrix: Verify compatibility across the latest active maintenance window versions for Go, Engage, and all client packages.
Additional Salesforce Resources
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