Community User Access and Permissions
Community users are external users who can access your community. You can assign the required permissions to the community users to access records. For more information, see Salesforce Help.
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You need a Community User license to create Community Users.
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The following topics are covered with respect to Community Users:
The following steps provide details to create a Community user and also the access and permissions required when using SFM Delivery, FSA, or ServiceMax Go App:
Community User Configuration
1. Go to Salesforce Setup > Search for Communities.
2. Select Community Settings.
3. Select the Enable Community Workplaces check box.
4. Enter the domain name (for example, svmxcommunity) and click Save.
5. Click Community Setup and Administration.
6. Click New Community.
7. Select a template for the community. You can select any template. For example, Customer service.
8. Click Get started.
9. Enter a Name and a URL for the community.
10. Click Create.
Activate the Community User
1. Click Community Setup and Administration.
2. Select the Community User that you created. The Workspaces page is displayed.
3. Click Administration.
4. Click Activate Community and Ok. You will receive a welcome email.
5. Create an account with the name Community in the Accounts tab.
6. On the new Accounts record, click Manage External Account.
Create Contact and Assign a Role to Account Owner
1. Create a new Contact in the Contacts tab by providing the name and title.
2. In the Account field, select the new Account in the previous step and Save.
3. On the new Contact record, click Manage External User > Enable Customer User. The New User page is displayed.
4. Ensure in the Profile field, Customer Community Profile is selected.
5. Enter your email id. You will receive an email notification.
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Ensure that the Account Owner is assigned with a role. Else, the error message "Account Owner should have a role assigned to it" is displayed.
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Clone Profile
1. Go to Salesforce Setup > Manage Users > Profiles. The list of profiles is displayed.
2. Click Clone next to Customer Community Profile. The Cloned Profile page is displayed. Note that Standard profiles cannot be edited.
3. Enter a name for the profile. A customer community profile is created.
Assign Community User a Community Profile
1. Create a new user and select User License as Customer Community.
2. Add email, username, title, and Save.
3. Click the Community Account Owner > Edit Profile, and go to My Settings > Advanced User Details > Edit and provide a Role.
4. Click Save.
5. Go to Communities > Workspaces.
6. Assign this profile some permissions.
7. Go to Administration > Members.
8. Assign the cloned Community Profile to the Available list.
9. Go to Setting > Activate Communities.
10. Go to Builder. The Welcome to Community Builder page is displayed.
11. Click on Component and add some tab names.
12. Edit Default Navigation and Add Menu Item.
13. Select Salesforce Object and then select <objectname> and Save. Similarly, add other objects as well.
14. Click Preview to preview the layout.
15. Click the Tabs like Installed Product.
16. Go to Component and drag and drop the SFM Wizard and keep it below the tabs for the wizards to be displayed.
17. Go to ServiceMax Setup > App Administrator > Configuration Profiles > Edit global profile (Module: Common; Submodule: Global Settings) and add values in the following four global settings: GBL039, GBL40, GBL041, and GBL042.
18. Click Back to Builder > Publish to publish the changes. The "published successfully" email is sent.
19. All the global settings have been enabled and values added. This completes the steps for SFM Delivery. Perform additional steps given below for FSA and ServiceMax Go App.
Key Points to Note for Global Setting Values
1. Add JWT Token for API access for VF pages deployed in the community to GBL039.
2. Add any one value based on Sandbox or Production org as JWT Token End Point to GBL040:
For Sandbox Org: https://test.salesforce.com/services/oauth2/token
OR
For Production Org: https://login.salesforce.com/services/oauth2/token
3. Go to Communities > Community URL, copy the URL, and add to Remote Site URL.
4. Create a Certificate > Self Sign it > Save it. Download this Certificate. Add this certificate name to GBL041.
5. Create Connected App and Enable OAuth Setting and Full Access. Ensure to give Community URL in Callback URL in connected App. Copy Consumer Key of the Connected App and add it to GBL042.
Additional Steps for the ServiceMax Go App
For the ServiceMax Go App, all the above steps are similar. However, there are minimum object and field-level permissions that must be given for the sync to be successful on the mobile apps as detailed in the following steps:
1. Go to the Community Profile.
2. Edit and give permissions.
3. Enable the community when you created it.
4. Enable API Enabled and Apex Rest services.
5. Give Public Read-only permissions for the following Objects and their respective fields.
Objects
• Document
• Device Mobile Config
• Parts_Pricing__c
• Parts_Discount__c
• Labor_Pricing__c
• Expense_Pricing__c
• Mileage_Tiers__c
• Zone_Pricing__c
• Service_Contract_Services__c
• Custom_Coverage__c
• Service_Pricebook_Entry__c
• Warranty__c
• Product2
• Account
• Site__c
• Installed_Product__c
• RMA_Shipment_Order__c
• Product2
• Service_Order_Line__c
• Service_Order__c
• SM_Checklist_Attachment__c
• SM_Checklist_Result__c
• QB_Response_Options__c
Objects and their Fields
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Object
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Fields
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ServiceMax_Processes__c
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• Id
• Name
• RecordTypeId
• LastModifiedDate
• ProcessID__c
• Name__c
• Description__c
• Rule_Type__c
• Page_Layout__c
• Dispatch_Process_Status__c
• Purpose__c
• IsPrivate__c
• Process2__c
• Doc_Template__c
• Sub_Process_Source_Field__c
• Enable_Sub_Process__c
• SM_Run_Targeted_Sync__c
• SM_Include_Skipped_Sections__c
• SM_Enable_Version_Control__c
• Type__c
• Process__c
• Target_Object_label__c
• Module__c
• Submodule__c
• Source_Object_Name__c
• Final_Exception_Process__c
• Node_Source_Object_API__c
• Values__c
• Node_Parent__c
• Type__c
• Node_Parent_API__c
• Sequence__c
• Parent_Object__c
• Parent_Column_Name__c
• Doc_Template_Details__c
• Enable_Attachment__c
• Process1__c
• Active__c
• Description__c
• Parent_Error_Msg__c
• Process3__c
• SM_Section__c
• SM_Target_Section__c
• Advance_Expression__c
• Message_Type__c
• Purpose__c
• SM_Checklist_Version__c
• Target_Object_Name__c
• Parent_Object_Criteria__c
• Field_Name__c
• Name_Field__c
• Object_Key_Prefix__c
• Action_Type__c
• Handover__c
• Mode_Of_Execution__c
• Enable_Confirmation_Dialog__c
• Select_Template_At_Runtime__c
• Confirmation_Message__c
• Submodule__c
• Target_Record_Type__c
• IsStandard__c
• Number_of_Lookup_Records__c
• Default_Lookup_Column__c
• Default_On__c
• Allow_Override__c
• Custom_Action_Type__c
• Open_As_Full_Window__c
• Target_Type__c
• Window_Height__c
• Window_Width__c
• Target_URL__c
• Show_Scrollbars__c
• Service_Namespace__c
• Service_Class_Name__c
• Service_Method_Name__c
• SM_Schema_Name__c
• SM_Path__c
• SM_Include_Object_Data_Set__c
• Action_URL__c
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ServiceMax_Config_Data__c
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• Id
• RecordTypeId
• LastModifiedDate
• Configuration_Type__c
• Dispatch_Process__c
• Action__c
• Source_Field_Name__c
• Target_Field_Name__c
• Display_Value__c
• MapID__c
• Setting_ID__c
• Object_Name__c
• SM_Question__c
• Expression_Rule__c
• Expression_Type__c
• Sequence__c
• Field_Name__c
• Operator__c
• Operand__c
• Display_Type__c
• Object_Name2__c
• FKey_Name_Field__c
• Field_Relationship_Name__c
• Search_Object_Field_Type__c
• Lookup_Field_API_Name__c
• Is_Name_Field__c
• Sort_Order__c
• Wizard_Layout_Column__c
• Wizard_Layout_Row__c
• Preference_2__c
• Preference_3__c
• IsDefault__c
• Parameter_Type__c
• Formula__c
• Action_Type__c
• Description__c
• Parameter_Name__c
• Parameter_Type__c
• Parameter_Value__c
• SM_Device_Mobile_Config__c
• Internal_Value__c
• Access_Configuration_Profile__c
• RecordType_Name__c
• Ownership_Type__c
• Profile_Name__c
• SM_Files_Config__c
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Page_Layout__c
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• Id
• Type__c
• Page_Layout_ID__c
• Name__c
• Header_Page_Layout__c
• Object_Name__c
• Type__c
• Action_On_Zero_Lines__c
• Allow_Delete_Lines__c
• Allow_New_Lines__c
• Multi_Add_Search_Field__c
• Multi_Add_Search_Object__c
• Hide_Quick_Save__c
• Hide_Save__c
• Help_URL__c
• Page_Help__c
• Show_All_Sections_By_Default__c
• Sequence__c
• Page_Layout_ID__c
• Multi_Add_Configuration__c
• Action_On_Zero_Lines__c
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Page_Layout__c
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• Id
• Type__c
• Page_Layout_ID__c
• Name__c
• Header_Page_Layout__c
• Object_Name__c
• Type__c
• Action_On_Zero_Lines__c
• Allow_Delete_Lines__c
• Allow_New_Lines__c
• Multi_Add_Search_Field__c
• Multi_Add_Search_Object__c
• Hide_Quick_Save__c
• Hide_Save__c
• Help_URL__c
• Page_Help__c
• Show_All_Sections_By_Default__c
• Sequence__c
• Page_Layout_ID__c
• Multi_Add_Configuration__c
• Action_On_Zero_Lines__c
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Page_Layout_Detail__c
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• Id
• Name
• Page_Layout__c
• Detail_Type__c
• SM_Description__c
• SM_Help_URL__c
• Use_For_SLA_Clock__c
• Page_Layout_Detail_Id__c
• DataType__c
• Display_Column__c
• No_Of_Columns__c
• Display_Row__c
• Sequence__c
• Title__c
• Field_API_Name__c
• Related_Object_Name__c
• Related_Object_Name_Field__c
• Show_In_Web__c
• Show_In_iPad__c
• Section__c
• Control_Type__c
• Field_Mapping__c
• Lookup_Context__c
• Lookup_Query_Field__c
• Override_Related_Lookup__c
• Named_Search__c
• Related_Object_Name__c
• Related_Object_Name_Field__c
• Context_Source_Object__c
• SM_Checklist_Source_Field_API_Name__c
• Readonly__c
• Required__c
• Question__c
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Doc_Template__c
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• Id
• Template_Id__c
• Name__c
• Media_Resources__c
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Doc_Template_Details__c
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• Id
• Doc_Template__c
• Alias__c
• Doc_Template_Detail_Id__c
• Header_Reference_Field__c
• Object_Name__c
• Fields__c
• SOQL__c
• Type__c
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SFM_Event__c
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• Id
• Page_Layout_Detail__c
• Event_Id__c
• Event_Type__c
• Page_Layout__c
• Page_Layout_Detail__c
• Event_Call_Type__c
• Target_Call__c
• Code_Snippet__c
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ServiceMax_Tags__c
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• Id
• Tag_Key__c
• Tag_Text__c
• Tag_Value__c
• Language__c
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Code_Snippet__c
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• Id
• SnippetId__c
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Code_Snippet_Manifest__c
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• Id
• Code_Snippet__c
• Referenced_Code_Snippet__c
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Question_Bank__c
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• QuestionID__c
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SM_Device_Mobile_Config__c
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• Id
• SM_Device_Type__c
• SM_IsDefault__c
• SM_Access_Configuration_Profile__c
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Service_Group_Members__c
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• Id
• Salesforce_User__c
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Recordtype
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• Id
• Name
• SobjectType
• DeveloperName
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Event
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• Id
• WhatId
• StartDateTime
• EndDateTime
• LastModifiedDate
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SVMX_Event__c
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• Id
• WhatId__c
• Technician__c
• StartDateTime__c
• EndDateTime__c
• LastModifiedDate
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SM_SFA_Process__c
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• Id
• SM_Enabled__c
• SM_SFA_Process_Name__c
• SM_SFA_Process_Id__c
• SM_Description__c
• SM_Enabled__c
• SM_Object_API_Name__c
• SM_Expression__c
• SM_Event_Type__c
• SM_Action_Type__c
• SM_SFM_Process_Name__c
• SM_SVMX_Group_Profile__c
• SM_SFA_Event_JSON__c
• SM_SFA_Action_JSON__c
• LastModifiedDate
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Checklist__c
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• Id
• ChecklistMetaJSON__c
• ChecklistJSON__c
• SM_Sequence__c
• SM_Checklist_Group_Id__c
• Status__c
• Account__c
• ChecklistProcessID__c
• Installed_Product__c
• Location__c
• SM_Parts_Order__c
• SM_Product__c
• What_Id__c
• SM_Work_Detail__c
• Work_Order__c
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SM_Default_Checklist_Response__c
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• Id
• SM_Question__c
• SM_Default_Response__c
• SM_Is_literal_Used__c
• SM_Question__c
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Question_Bank__c
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• Id
• QuestionID__c
• Help_URL__c
• Length__c
• Precision__c
• Question__c
• QuestionJSON__c
• Response_Set__c
• Scale__c
• Response_Type__c
• Short_Name__c
• SM_Description_Required__c
• SM_Show_In_Smart_Doc__c
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QB_Response_Set__c
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• Id
• Response_Set_Values__c
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Entitlement_History__c
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• Id
• Service_Order__c
• Work_Detail__c
• Inactive_Date__c
• Warranty__c
• Service_Contract__c
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Service_Contract__c
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• Default_Parts_Price_Book__c
• Service_Pricebook__c
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Pricing_Rule__c
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• Id
• Named_Expression__c
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Travel_Policy__c
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• Id
• Named_Expression__c
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PriceBook2
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• Id
• Product2Id
• IsActive
• Pricebook2Id
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PriceBookEntry
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• Product2Id
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Service_Pricebook__c
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• Id
• Activity_Type__c
• Price_Book__c
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