Security
ServiceMax ensures enhanced security across all features and mobile apps. The following summarizes these enhancements and their impact:
1. Create, update, or delete records for any standard or custom object—controlled by CRUD permissions in the user’s Salesforce profile and permission sets.
2. Manipulate individual fields in these records—governed by Field-Level Security (FLS) in the user’s Salesforce profile and permission sets.
3. View object records (for example, when viewing a list in a ServiceMax screen like the SFM Search results screen)—regulated by Sharing Settings and Sharing Rules.
All Salesforce-defined settings are enforced across ServiceMax online features, including configuration screens, delivery screens, and engines.
Understanding CRUD and FLS
CRUD (Create, Read, Update, Delete) permissions control user access to records in an object. These permissions are defined in Salesforce user profiles and restrict the actions users can perform on objects.
FLS (Field-Level Security) defines user access to specific fields within objects. You can assign Read or Write permissions to object fields. For example, you can configure the Total Billable Amount field in the Work Order object to be visible only to profiles in the Service and Operations team.