Verifying the Installation
Before you start to configure and extend ServiceMax application to your organization’s specific requirements, you must ensure that it has been installed successfully.
To verify installation, perform the following steps:
1. Log into Salesforce.
2. Navigate to Setup > Build > Customize > Home > Home Page Layouts, or Setup > App Setup > Customize > Home > Home Page Layouts.
3. In the Home Page Layouts screen:
a. Click Page Layout Assignment.
b. Click Edit Assignment.
c. Assign Sys Admin Home to the System Administrator profile, and then click Save. This allows you to access the ServiceMax Setup Console from your home page.
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To see Sys Admin Home, the preconfigured user profiles and page layouts must have been installed by checking the Load default profiles checkbox in the deployment configurator. See Load Default Configuration and Page Layouts.
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4. Click ServiceMax from the application list on the top-right corner of the page.
5. Click the ServiceMax Setup link from the left navigation pane. You will see the Setup Home page as shown below.
6. Click App Administration, and then select Modules or Submodules, to redirect to the appropriate screen.
| | This step is required to ensure the configuration data was loaded successfully. |
7. Click the Installed Products tab.
a. Click New and enter sample data.
b. Click Save. You can also create sample data from the Accounts tab or the Products tab.
| | This step is to verify that the default ServiceMax Profile was automatically associated with the System Administrator profile, and ServiceMax features are using the default configuration settings. |
8. On the Installed Products screen, click Create Child. You should be able to see the screen below. Enter a product name and serial number and then click Save.
See ServiceMax Configuration for a detailed description of various configuration options available and how you can deploy ServiceMax for optimum use in your organization.
See ServiceMax Customization to learn how you can take advantage of the meta-data driven architecture of ServiceMax and build custom extensions using VisualForce, Apex, and other tools, yet retain the flexibility of out-of-the box functionality.