Managing Go App Access and Permissions
To enable technicians to access the ServiceMax Go app, provide the following permissions in the technician's user profile.
To manage permission settings for user preferences, refer to the User Preference Permission Settings section.
1. The technician must have Read permission on the following objects and their fields. This can be set directly on the Salesforce profile of the user or using a Permission set.
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Account
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Document
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Page Layout Details
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Question Bank
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SFA Process
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Checklist
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Expense Pricing
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Parts Discount
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Service Contract
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SFM Event
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Checklist Attachment
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Entitlement History
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Parts Order (API Name: RMA_Shipment_Order__c)
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Service Contract Services
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Standard Location
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Checklist Result
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Event
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Parts Pricing
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Service Pricebook
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Sync Request Records
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Code Snippet Manifest
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Function Definitions
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PriceBookEntry
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Service Pricebook Entry
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Sync Requests
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Code Snippets
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Installed Product
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PriceBook2
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Service/Maintenance History (API Name: Entitlement_History__c)
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Technician/Equipment (API Name: Service_Group_Members__c)
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Custom Coverage
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Included Service (API Name: Service_Contract_Services__c)
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Pricing Rule
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ServiceMax Config Data
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Travel Policy
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Default Checklist Response
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Location (API Name: Site__c)
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Product2
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ServiceMax Event (API Name: SVMX_Event__c)
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Warranty
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Device Mobile Config
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Labor Pricing
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Product Warranty (API Name: Warranty__c)
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ServiceMax List
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Work Detail (API Name: Service_Order_Line__c)
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Doc Template Details
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Mileage Tiers
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QB Response Options
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ServiceMax Processes
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Work Order (API Name: Service_Order__c)
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Doc Templates
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Page Layout
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QB Response Set
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ServiceMax Tags
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Zone Pricing
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2. In addition to the objects listed above, the following objects require Read permission to ServiceMax Go. The Read permission is applicable to the Timesheet feature when SET001 is set to True in Module: ServiceMax Go; Sub-Module: Timesheet.
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Required Objects in Sync Gateway
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ServiceMax Standard Permission Set gives Read Permission?
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SVMXC__Timesheet__c
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Yes
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SVMXC__Timesheet_Day_Entry__c
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Yes
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SVMXC__Timesheet_Entry__c
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Yes
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BusinessHours
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Yes
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User
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No
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3. The technician must have Read access to the fields used in the Download Criteria and Advanced Download Criteria objects.
4. The technician must have Read permission/access on the following SFM components assigned to the user’s profile.
◦ Objects and fields that are part of any SFM Search
◦ Objects that are configured as lookups in SFMs
◦ Fields used in Qualification Criteria in SFM
◦ Fields used in Field/Value mapping
◦ Fields that are configured in Data Validation Rules
◦ Fields that are configured in SFM formulas
◦ Fields configured in Lookup/Advanced Lookup Filters/Context Filters
◦ Form-fill (1st and 2nd level) configuration
5. The technician must have the Create
permission on the Time Entry object to create and download timesheet entry.
6. The technician must have Delete permission on the custom objects to delete the record.
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To disable a technician from accessing the Go app, you must remove the standard permission from the user. Then, the user must log out of the app to stop receiving any app notifications.
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User Preference Permission Settings
You must assign the following permissions to the technician profile to preserve user preferences across devices.
• Create, Read, and Update permissions for the Salesforce object User Preferences with API name SVMXC__SM_User_Preferences__c.
• Read and Edit access to the following fields of the User Preferences object:
◦ Configured Columns with API name SVMXC__SM_Configured_Columns__c
◦ Type with API name SVMXC__SM_Type__c
◦ User Reference Id with API name SVMXC__SM_User_Reference_Id__c
For more details on the prerequisites, refer to the Community Post on User Preferences.