Sample Profiles and Permission Sets
The profiles are loaded into your org when you run the ServiceMax Configurator, if you select the option Load default profiles. Page layout definitions and permissions such as object access, tab visibility, Apex class access, and Visual force page access are preconfigured for these profiles in ServiceMax.
The ServiceMax permission sets are bundled with the ServiceMax package. They can be assigned to individual ServiceMax users irrespective of their profiles to provide them access to most commonly-required ServiceMax configuration and business objects and fields.
The list of the profiles and permission sets that are provided out of the box are as listed below:
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Configuration Entity
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ServiceMax User’s License Type
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|---|---|---|
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Salesforce
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Salesforce Platform
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Profiles
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ServiceMax Admin
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ServiceMax Admin – Titanium (Platform)
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ServiceMax Call Center User
|
ServiceMax Call Center User – Titanium (Platform)
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|
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ServiceMax Contracts User
|
ServiceMax Contracts User – Titanium (Platform)
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|
|
ServiceMax Dispatcher
|
ServiceMax Dispatcher – Titanium (Platform)
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|
|
ServiceMax Inventory Manager
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ServiceMax Inventory Manager – Titanium (Platform)
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|
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ServiceMax Inventory User
|
ServiceMax Inventory User – Titanium (Platform)
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|
|
ServiceMax Service Manager
|
ServiceMax Service Manager – Titanium (Platform)
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|
|
ServiceMax Service User
|
ServiceMax Service User– Titanium (Platform)
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|
|
ServiceMax Standard Read Only
|
ServiceMax Standard Read Only – Titanium (Platform)
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|
|
Permission Set
|
ServiceMax Standard
|
ServiceMax Standard Platform – Titanium (Platform)
|
 |
Do not modify the above profiles. Use these as reference-only profiles. When you upgrade ServiceMax, the above profiles are overwritten completely by the upgrade process and restored to factory defaults, if you select the option Load default profiles. As a result, any changes you have made to these profiles will be completely lost. To avoid any such loss, it is strongly recommended that you clone these profiles into your own custom profiles.
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