• SFM Transactions - Comprises the SFM Transaction Designer and the HTML5-based SFM Delivery Engine. It is also referred to as SFM. This helps define various service flows based on business requirements.

◦ For information about Transaction Designer, see SFM Transactions Designer.

◦ For information about Web Delivery Application, see SFM Delivery.

• Custom Actions - Using this feature, ServiceMax admins can configure actions from SFM wizard on a record, that can further extend the functionality using either custom web services or launching Salesforce pages, external websites, or other locally available apps. These actions can be configured to pass data from one or more fields in the record.

◦ For information about configuring custom actions, see SFM Custom Actions.

• Checklists - A checklist comprises a library of questions/list of to-do items, and associated answers/responses. These are widely used in field service during product and site inspections. to manage the library of questions for checklists. You can add, edit, and delete questions using this configuration screen, and you can also search for questions.

◦ For more information about the Checklist Configurations, see Checklist Designer.

◦ For more information about Checklist Delivery, see Checklist Delivery.

• Output Documents: Output Documents are reports built as SFM transactions of type to generate an Output Document for a header record with or without its child records. An Output Document is delivered as an HTML page and it can be converted and saved as a PDF file. It includes ServiceMax and Salesforce data and is designed using the Output Document Designer.

◦ For more information about the Output Document Designer, see Output Document Designer.

◦ For more information about the Output Document Delivery, see Output Document Delivery.

• SFM Wizard - Comprises the SFM Wizard Designer and the SFM Wizard Delivery. This enables the grouping of related service flows as steps in a wizard. The wizard and the steps facilitate the guided execution of service flow based on business context.

◦ For information about Configuring the Wizard, see SFM Wizard Designer.

◦ For information about SFM wizards are delivered via Visualforce pages, see SFM Wizard Delivery.

• Scheduled SFM - Some businesses have SFM Transactions that need to be executed automatically for qualifying records without any manual intervention. This feature is useful when automatic execution is required for a large volume of records.

◦ For more information on how to schedule the SFM Transactions to be executed automatically, see Scheduled SFM.

• Data Lookup Rules - Comprises the Data Lookup Rules configuration and the delivery using Data Lookup Rules Engine. This provides a powerful, generic, and configurable mechanism to match fields of any two objects and apply a configurable field map from matched object to the target object.

◦ For more information about Data Lookup Rules, see Data Lookup Rules.

• SFM Search - Comprises the SFM Search Designer and HTML5-based SFM Search Delivery. This facilitates the definition of multi-object searches in one screen, with options to configure search fields, search result fields, sort order, and prefilters.

◦ For information about configuring SFM Search, see SFM Search Configuration.

◦ For information about how to use the SFM Search, see SFM Search Delivery.