Prerequisites
The following are the prerequisites to configure the ServiceMax Suite of applications.
• You must be well-acquainted with Salesforce administrative tasks and navigation, and familiar with Force.com’s AppExchange. You will need this for basic ServiceMax administration.
• You have successfully completed and verified all the ServiceMax Installation Steps, and now have access to a vanilla ServiceMax application.
• You have a valid Salesforce login that is setup as a System Administrator. You will need this to manage advanced ServiceMax configurations.
• You are familiar with ServiceMax functionality.
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Availability of some of the features and functionalities mentioned in this help documentation, especially related to Case, is based on your ServiceMax license type. Please contact your ServiceMax Administrator or Account Executive for more details.
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