Prerequisites
Setting Up Connected App
1. Navigate to Salesforce setup > Apps > Connected Apps > Connected Apps OAuth Usage.
2. Search for the connected app ServiceMax Mobile Configuration App.
3. Click Install.
By default, all users are given access to the connected app. You can also manage the connected app policies to restrict the users. For more information, see the help from Salesforce Connected Apps.
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• If the connected app is not set up, you may see the error "502 Bad Gateway" while accessing the ServiceMax Mobile Console.
• The URL has the following parameters error = OAUTH_APP_BLOCKED error_description = this+app+is+blocked+by+admin.
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Configuring Launch Link
To launch ServiceMax Mobile Console on an org, configure a link (https://console.servicemax.io/) to quickly launch the ServiceMax Mobile Console from the Salesforce Home page.
• If you use Salesforce Classic experience, create a link for ServiceMax Mobile Console using the knowledge article here.
• If you use Salesforce Lightning experience, create a lightning component to make the link or URL show up on the Home page.
Running Auto-configurator
• To access the latest features in ServiceMax Mobile Console on an org running the current Core package version, you can choose to run the latest Auto configurator or upgrade to the latest available patch build.
ServiceMax User Permissions
To access the ServiceMax Mobile Console on supported ServiceMax Core server packages, the following permissions are required.
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Object Name
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Permission Required
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ServiceMax Processes
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Read, Edit
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ServiceMax Config Data
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Read, Edit
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The user profiles must have both Read and Edit access to all the fields and record types for these objects if they are not assigned automatically.
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If you do not have the required permissions on either of the objects, the error message "You do not have the required permissions to view this page is displayed. Please contact your administrator" is displayed.