ServiceMax can be deployed with pre-configured ready-to-use sample Salesforce custom profiles and page layouts that are available for your organization’s use. See Sample ServiceMax Profiles and Permission Sets for more information about preconfigured profiles.

While the assignment of ServiceMax page layouts to these profiles is automatic, assignment of Home page layout and standard object page layouts for objects Account, Contact, Product, and Case must be done manually.

The following table lists Home page layouts that can be assigned to various profiles:

For ServiceMax Standard ReadOnly Profiles, clone the ServiceMax readonly profile, and make the necessary profile adjustments for non-ServiceMax objects. You can assign these profiles to non-service users to implement read only licensing requirements.

Page layouts of ServiceMax can be modified to suit your presentation needs. However, consult with ServiceMax Professional services before removing fields from page layouts or making fields optional. Some ServiceMax functionality may expect data to be present on required fields. Hence making fields optional may result in errors or unpredictable behavior.