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Question
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Answer
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Which SFM transactions are available for mobile users?
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SFM transactions of the type View Record and Standalone Create are made available based on SFM Mobile Permissions for the ServiceMax group profile associated with the mobile user’s Salesforce profile.
SFM transactions of other types are made available based on the following:
• If the mobile user has access to source & target header & child objects and to objects of lookup fields included in the SFM page layouts.
• If the transaction is associated with an SFM Wizard available for the mobile user or is associated as a linked SFM transaction to another available SFM transaction
• If the SFM transaction is set to be visible on the device using the SFM App Permissions feature.
All the above SFM transactions should be Complete and have valid Page Layout / Document Template association for both target header and child objects.
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How can I determine the list of objects referenced in an SFM transaction to make it available to mobile users?
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You can get this information in the SFM Transactions Tab of the Mobile Configuration Screen. Click the pencil icon to display the list of objects referenced in the associated SFM transaction. This list includes source and target header and child objects, objects referenced in the Page Layout through reference fields, and objects referenced in the Document Template and Document Template Details.
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Which SFM wizards are available for mobile users?
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SFM wizards are made available based on the following:
• SFM Wizards – Manage Permissions configuration for the ServiceMax group profile associated with the mobile user’s Salesforce profile
• SFM App Permissions configuration for SFM wizard
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Which SFM Custom Actions are available for mobile users?
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SFM Custom Actions are available based on SFM App Permissions configuration for SFM Custom Actions.
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Which SFM searches are available for mobile users?
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SFM searches are made available based on SFM Search – Manage Permissions configuration for the ServiceMax group profile associated with the mobile user’s Salesforce profile.
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How can I show or hide Action menu items on different devices?
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Using SFM App Permissions, you can show/hide SFM transactions, SFM Wizards, and SFM Custom Actions on specific ServiceMax apps. SFM App Permissions gives you the power to control and limit the technician’s visibility/access to what is required in order to perform the field service actions. To know more on how to show/hide SFM transactions, SFM Wizards, and SFM Custom Actions on specific apps for technicians, refer to the SFM App Permissions feature.
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