Associate mobile user’s Salesforce profile to custom ServiceMax Group Profile

Editing Custom Configuration Profile

N/A

Initial sync and subsequent syncs

Ensure that user has access to all the configuration objects, Get Price objects if the feature is enabled, required transaction objects, and the relevant Apex classes and VF pages

Access and Permissions

Salesforce Configurations

SFM Transactions

Initial sync and subsequent syncs, Work Order Get Price, and ability to download/view/create/edit/delete/search records of required objects using the configured SFM transactions, SFM wizards, and SFM searches

Adjust the values of ServiceMax configuration settings for the ServiceMax Group Profile and the active ServiceMax Global Profile

Configuration Settings

Configuration Settings

Successful initial sync, enabling features such as Work Order Get Price, Advanced Sync Conflict Resolution, Apply Sharing Rules, Support for long-term projects (events longer than 14 days) and so on, changing the default app behaviour such as colors in which calendar events are displayed

Associate the required View Record and Standalone Create SFM transactions with the ServiceMax Group Profile

SFM Mobile Permissions

SFM Mobile Permissions

Configure access to only the required SFM wizards and searches

SFM Wizards and SFM Searches

Configure Synchronization Settings, Download Criteria, Advanced Download Criteria, and Other Settings in Mobile Configuration

Mobile Configuration

Mobile Configuration

Event window, schedule for data & configuration syncs, age of records for data purge, data purge interval, records to download, enable GPS Location Tracking, specify tracking interval, & whether to update technician record with current location, Chatter feed & KnowledgeBase article size

Optional: Salesforce and SFM transaction configurations for Troubleshooting (Knowledge Base, Product Manual, Chatter, and User & Product Pictures)

Salesforce Configurations Troubleshooting and Summary

N/A

If Work Order Troubleshooting feature should be enabled and how it works

Optional: SFM transaction configurations for Account History, Product History, and SLA Clocks

Account History and Product History SLA Clocks

N/A

Enable Account History, Product History, and/or SLA Clocks features in specific SFM transactions for Work Order object. SLA Clocks can be enabled for Case object also.

Optional – Device configuration: Device settings for Time zone, Regional settings, 12/24 Hour Display Format, GPS Location Tracking Services.

Turn on GPS Location Tracking Services only if using location tracking.

GPS Location Tracking feature works only when it is turned on in the device. Other settings determine the format & value of date & datetime fields.

ServiceMax app user settings for Login URL, Enable Sync V2.0

Login server is determined by Login URL setting.

SFM transactions of type 'to view a header record with/without its child records'

to view a header record with/without its child records

SFM Transactions

Viewing any record by tapping the record hyperlink or the 'Details >' option: For instance view Work Order / Case from calendar or search results screen, or drilldown to a record such as Work Detail /Account from another record (example: Work Order) view screen, or view recently created records in the iPad app from Recents screen, or view the current record using another view process by tapping the required Actions menu item under the View Processes Actions menu section.

SFM transactions of type 'as Standalonefor the purpose of creating a new record

as Standalone for the purpose of creating a new record

SFM Transactions

Creating new records in the iPad app from the New Item screen

SFM transactions of type 'to generate an Output Document for a header record with/without its child records'

to generate an Output Document for a header record with/without its child records

SFM Transactions

Generation of service reports and capturing signatures (customer's / technician's)

SFM transactions of other types

from Source Object to create new header and child records

SFM Transactions

Editing header records, creating new header records from existing header records of same/different objects, add/edit/delete of child records. This also includes any custom transactions for Work Order self-dispatch.

SFM wizards

SFM Wizards

SFM Wizards and SFM Searches

SFM wizards assigned to the ServiceMax Group Profile (associated with the iPad app user's Salesforce Profile) are listed in the Actions menu. Associate the required SFM transactions with the wizard steps in the relevant wizards. Wizard steps are listed as menu items in the related Actions menu section (section identified by the wizard title). Tap these menu items to invoke SFM transactions to create/edit records and to generate service reports. A wizard is displayed as a section only if the current record meets the wizard's Criteria To Show Wizard. A wizard step in a wizard section is enabled only if the current record meet's the wizard step's Criteria To Enable This Step. SFM transactions related to self-dispatch are also required to be configured as wizard steps in custom SFM wizards.

SFM searches

SFM Search

SFM Wizards and SFM Searches

SFM searches assigned to the ServiceMax Group Profile (associated with the iPad app user's Salesforce Profile) are listed in the Explore screen