Getting Started > Language Support and Translations > Security > Enforcement of CRUD and FLS
Enforcement of CRUD and FLS
The following table lists the applications, modules, and functionality that enforces CRUD/FLS.
Application
Module
Feature
Object
Ensure that the object has the following permissions
Dispatch and Scheduling
Dispatch Console
Event Management DC Configuration Management
Event (Event)
READ, CREATE, UPDATE
ServiceMax Event (SVMXC__SVMX_Event__c)
READ, CREATE, UPDATE, DELETE
Work Order (SVMXC__Service_Order__c)
READ, CREATE, UPDATE
User (User)
READ, CREATE, UPDATE
Schedule Optimization
All functionality
Work Order (SVMXC__Service_Order__c)
UPDATE
Event (Event)
UPSERT, DELETE
ServiceMax Event (SVMXC__SVMX_Event__c)
UPSERT, DELETE
Scheduling Violation (SVMXC__SM_Scheduling_Violation__c)
DELETE
Technician/Equipment (SVMXC__Service_Group_Members__c)
UPDATE
Attachment (Attachment)
READ, CREATE
Scheduling Job Summary (SVMXC__SM_Scheduling_Job_Summary__c)
READ, CREATE
Optimizer Transactions (SVMXC__SVMX_Optimizer__c )
UPSERT
Service Flow Manager (SFM)
SFM – Online
SFM Delivery Output Doc Generation
Checklist Attachment (SVMXC__SM_Checklist_Attachment__c)
READ, CREATE, UPDATE, DELETE
Checklist (SVMXC__Checklist__c)
READ, CREATE, UPDATE
Mobile
Mobile Sync
Record - Save/Sync
ServiceMax Processes (SVMXC__ServiceMax_Processes__c)
READ, CREATE, UPDATE, DELETE
ServiceMax Configuration Data (SVMXC__ServiceMax_Config_Data__c)
READ, CREATE, UPDATE, DELETE
ServiceMax Web
Data Extraction
Work Order Data Extraction - Quick Books
Work Order (SVMXC__Service_Order__c)
READ, UPDATE
Entitlement
Work Order - Interactive entitlement Case - Interactive and Auto Entitlement Manage Warranties
Included Service (SVMXC__Service_Contract_Services__c)
READ, EDIT, CREATE
Service/Maintenance History (SVMXC__Entitlement_History__c)
READ, CREATE, UPDATE
Proforma Invoice
Service Contract Invoice Work Order Invoice
Proforma Invoice (SVMXC__Proforma_Invoice__c)
READ, CREATE, UPDATE
Proforma Invoice Detail (SVMXC__Proforma_Invoice_Detail__c)
READ, CREATE, UPDATE
Proforma Invoice Line (SVMXC__Proforma_Invoice_Line__c)
READ, CREATE
Service/Maintenance Contract (SVMXC__Service_Contract__c)
READ, UPDATE
Work Order (SVMXC__Service_Order__c)
READ, UPDATE
Case (Case)
READ, UPDATE
Preventive Maintenance
All functionality Task Template
(SVMXC__Task_Template__c)
READ, CREATE
Covered Product (SVMXC__Service_Contract_Products__c)
READ, UPDATE
Work Order (SVMXC__Service_Order__c)
READ, UPDATE
Preventive Maintenance Plan (SVMXC__PM_Plan__c)
READ, CREATE, UPDATE
Preventive Maintenance Coverage (SVMXC__PM_Coverage__c)
READ, CREATE, UPDATE
PM Schedule Definition (SVMXC__PM_Schedule_Definition__c)
READ, UPDATE
PM Schedule (SVMXC__PM_Schedule__c)
READ, CREATE, UPDATE, DELETE
IB App
IB App Setup
Attributes Template (SVMXC__SM_Attributes_Template__c)
READ, EDIT, CREATE, DELETE
Product Configuration (SVMXC__ProductConfiguration__c)
READ, EDIT, CREATE
TA Picklist Definition (SVMXC__SM_TA_Picklist_Definition__c)
READ, CREATE, EDIT, DELETE
Configuration
SFM Configuration
SFM Event (SVMXC__SFM_Event__c)
READ, CREATE, UPDATE, DELETE
Service Org
Manage Team Manage Technician Manage Territory
Expertise (SVMXC__Service_Group_Skills__c)
UPSERT
Product Serviced (SVMXC__Service_Group_Product__c)
UPSERT
Team Labor Cost (SVMXC__Service_Group_Costs__c)
UPSERT
Dispatcher Access (SVMXC__Dispatcher_Access__c)
UPSERT
Territory Coverage (SVMXC__Territory_Coverage__c)
UPSERT, INSERT, DELETE
Territory (SVMXC__Territory__c)
UPDATE
Warranties
Manage warranties
Product Warranty (SVMXC__Warranty__c)
READ, CREATE
Service Contracts
Manage Zones
Service Zone (SVMXC__Service_Zone__c)
UPSERT, UPDATE, DELETE
Case Management
Entitlement
Case (Case)
READ, CREATE, UPDATE
Service/Maintenance History (SVMXC__Entitlement_History__c)
READ, CREATE, UPDATE
Parts Inventory
Stock Lookup
Parts Request (SVMXC__Parts_Request__c)
READ, UPDATE
Work Detail (SVMXC__Service_Order_Line__c)
READ, UPDATE
Validate Address
Used in multiple feature
Installed Product (SVMXC__Installed_Product__c), Work Order (SVMXC__Service_Order__c), Service Team (SVMXC__Service_Group__c), Technician/Equipment (SVMXC__Service_Group_Members__c), Location (SVMXC__Site__c)
READ, UPDATE
Along with the information in the above table, consider the following:
• For ServiceMax Configuration objects, ensure that permissions sets are selected correctly. For more information, see Sample ServiceMax Profiles and Permission Sets.
• Ensure that the object-level permissions are set correctly, especially for objects impacting SFM and Mobile Sync functionalities. Underline permissions are a mandatory, so you must ensure that correct permissions are set for impacted objects.
If you are using any of the features listed in the above section, it is recommended that you review the information in the table and perform the suggested actions. This will ensure that your users have the required permissions to use those features.
To review and update the object and field levels permissions for user roles, perform the following steps:
1. Go to Salesforce Setup > Administration Setup > Manage Users > Permission Sets. The Permissions Sets page is displayed, listing all the user roles.
2. Select the user role you want to review and update permissions to.
3. Permission sets for the selected user are displayed. Click Object settings. Object settings for the selected user are displayed, and listing all the objects to the selected user has permissions.
4. Select the object for which you want to review and update the permissions. Object and fields levels permissions settings page for the selected object is displayed.
5. Review and, if necessary, update the object level and field-level permissions.
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