Security
ServiceMax ensures enhanced security across all features and mobile apps. Summary of these enhancements and their impact are as follows:
1. Ability to create / update / delete records of any standard or custom object: Determined by CRUD permissions for objects (Object Settings) in user’s Salesforce profile and permission sets.
2. Manipulate individual fields in the records of the above objects: Determined by Field Level Security (Field Permissions) in user’s Salesforce profile and permission sets.
3. View records of any object (e.g. when viewing a list in a ServiceMax screen such as SFM Search results screen):
Determined by the applicable Sharing Settings and Sharing Rules.
All the above settings defined in the Salesforce platform are enforced for all the features in the ServiceMax online application, encompassing both configuration screens and delivery screens & engines.