Getting Started With a Mobile App
Setting up the required configurations for a mobile app involve many steps, from identifying mobile workflows to data that must be available in mobile device in offline mode to reporting and synchronization requirements. A typical mobile implementation requires careful planning and execution.
However, to get a feel of mobile apps, one can do some basic Salesforce and ServiceMax configurations with a vanilla ServiceMax installation, and launch a mobile app and explore the key features. This section describes the high level steps for doing the same.
1. Set the Salesforce Profile of the mobile user to ServiceMax Service User, and associate it with the Default Group profile at ServiceMax Setup > App Administration > Configuration Profiles > Edit Default Group profile.
2. Create some events in the mobile user’s Salesforce calendar and associate these events with open work orders.
3. Add some Parts, Labor, and Expense Usage/Consumption type work details to the above work orders.
4. Download and install the latest version of a mobile app.
5. Login from the mobile app as the above user.
6. After allowing access to the Connected App associated with the mobile app, wait for initial sync to complete.
7. Access the calendar and check if the events created in step 2 above are displayed.
8. Access a work order associated with one of the events, and see if key details are displayed.
9. Access the SFM Wizards (steps for this vary from app to app, but are intuitive) and click wizard button Record T&M to edit the work order.
10. After editing the work order and adding/modifying/deleting work details, save the SFM transaction.
11. If not using iPad or iPhone App, manually trigger a data sync (assuming connectivity is available).
12. Check in online and mobile app if the changes made before sync are visible in both online and mobile device.