Standard Objects Used in ServiceMax Core
This section lists the standard objects already supported in ServiceMax Core.
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• Salesforce standard objects already whitelisted in the ServiceMax Core package are not available for selection on the Object Whitelisting configuration page.
• You may need additional Salesforce licenses to access and fully utilize the objects marked with * in the following table. Based on your organizational needs, consult with your Salesforce and ServiceMax representative to confirm license requirements for specific objects.
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The following table lists the details of the standard objects supported in ServiceMax Core.
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Name
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API Name
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Description
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Account
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Account
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This object represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).
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Installed Product
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SVMXC__Installed_Product__c
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This object represents one or a collection of product units delivered to a customer and installed at the customer’s location(s). Depending upon the tracking needs of an organization, installed products are tracked using a serial number, a lot/batch number, or simply by the product number. In ServiceMax, the Installed Product record drives entitlement, material movement, and service delivery activities.
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Case*
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Case
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This object is used to manage cases for your organization, which are customer issues or problems.
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Contact
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Contact
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This object is used to manage individuals who are associated with an Account in the organization.
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Event
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Event
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Represents an event in the calendar. In the user interface, event and task records are collectively referred to as activities.
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Lead*
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Lead
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This object represents prospects or companies that are interested in your product or service.
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Opportunity*
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Opportunity
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This object represents an opportunity, which is a sale or pending deal.
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Opportunity Product (Opportunity Line Item)*
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OpportunityLineItem
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This object represents an opportunity line item, which is a member of the list of Product2 products associated with an Opportunity.
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Price Book (Pricebook2)
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Pricebook2
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This object represents a price book that contains the list of products that your org sells.
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Product (Product2)
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Product2
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This object represents a product that your company sells.
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Quote*
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Quote
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This object represents a quote, which is a record showing proposed prices for products and services.
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Solution*
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Solution
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This object represents a detailed description of a customer issue and the resolution of that issue.
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Task
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Task
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This object represents a business activity such as making a phone call or other to-do items. In the user interface, Task and Event records are collectively referred to as activities.
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User
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User
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This object represents a user in your organization.
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