FAQ: Setup
This section contains frequently asked questions related to ServiceMax installation and setup.
What is the significance of the ServiceMax User Checkbox on the User Detail page?
When the ServiceMax User checkbox is selected, it automatically assigns permission for the object and the managed fields of the following objects:
• Account
• Product
• Price book
• Contact
 | The packaged/managed set of fields cannot be edited. If the admin adds any additional fields other than the ServiceMax managed fields on the Account, Product, Price Book, and Contact objects, the permission on these fields should be handled manually by the admin. For example, if you make a new user a ServiceMax User, the new user will have permissions on the ServiceMax managed fields automatically; however, will not have permissions on the manually added fields. The admin needs to grant access to these fields directly on the user profile. |
The following table provides a summary of the activities that are performed by the ServiceMax User checkbox field in the User Object:
When a user with a Salesforce Platform License is created or updated with the ServiceMax User field following changes are observed: | |
If the ServiceMax User checkbox is selected | If the ServiceMax User checkbox is not selected |
Grant Orders PSL For this to work the following conditions should be met: • Order Platform PSL to be present in the org • Available only to OEM partners. • SET001 and SET002 should be set to TRUE. | Revoke access to Orders PSL |
Grant access to the permission set "Product & Pricebook". This requires SET001 and SET003 to be set to TRUE. | Revoke access to the permission set "Product & Pricebook". |
Grant access to the ServiceMax application. This requires SET001 and SET004 to be set to TRUE. | Revoke access to the ServiceMax application. |
Grant access to ServiceMax Standard Platform permission set. | Revoke access to the ServiceMax Standard Platform permission set. |
For information about the related setting, see Module Common - Submodule User License Provisioning.
How many of the users who have been assigned a ServiceMax license are using the ServiceMax features?
At present, there is no way to know the number of users who are using ServiceMax features. However, you can know the number of users who have a ServiceMax license by using the following SOQL query:
SELECT UserId, PackageLicense.NamespacePrefix FROM UserPackageLicense
where PackageLicense.NamespacePrefix ='SVMXC'
where PackageLicense.NamespacePrefix ='SVMXC'