Using the Retrieve Command
The retrieve command retrieves ServiceMax Core configurations from ServiceMax-installed Salesforce org and saves them as JSON files in the local file system. The JSON files are stored in an organized folder, differentiating each configuration type.
Administrators can deploy the retrieved configurations to any ServiceMax-installed Salesforce org. This helps migrate the ServiceMax Core configurations to one or more Salesforce org.
The following table provides the svmxc: retrieve command information.
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Command Options / Arguments
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Description
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Command:
$ sf svmxc retrieve -o <value> [--json] [-n <value>] [-t <value>] [-p <value>] [-c <value>] [-a <value>]
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-p
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Specifies the path where the root svmxc folder is to be created to store the retrieved JSON files.
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-t
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Specifies the ServiceMax Core configuration types to retrieve.
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-o
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Specifies the org username or the alias of the org from which configurations are retrieved. This value overrides the default org.
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-n
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Specifies the developer names of ServiceMax Core configurations to be retrieved from the Source Salesforce org.
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-c
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Specifies the configuration file.
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-a
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Specifies the source Salesforce org API version for retrieval.
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--json
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Specifies that the output format is JSON.
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The following table lists the available retrieve commands.
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Command
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Description
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Examples
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svmxc retrieve
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Used to retrieve all the available configurations.
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sf svmxc retrieve -o user@salesforce.com
sf svmxc retrieve -o user@salesforce.com -t Expression, Mapping
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sf svmxc retrieve checklist
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Used to retrieve checklists.
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sf svmxc retrieve checklist -o user@salesforce.com
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sf svmxc retrieve dvr
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Used to retrieve data validation rules.
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sf svmxc retrieve dvr -o user@salesforce.com
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sf svmxc retrieve expression
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Used to retrieve expressions.
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sf svmxc retrieve expression -o user@salesforce.com
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sf svmxc retrieve mapping
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Used to retrieve mappings.
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sf svmx retrieve mapping -o user@salesforce.com -n <DEVELOPER_NAME,...>
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sf svmxc retrieve opdoc
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Used to retrieve output documents.
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sf svmxc retrieve opdoc -o user@salesforce.com
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sf svmxc retrieve transaction
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Used to retrieve transactions.
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sf svmxc retrieve transaction -o user@salesforce.com
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sf svmxc retrieve wizard
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Used to retrieve wizards.
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sf svmxc retrieve wizard -o user@salesforce.com
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sf svmxc retrieve inventory
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Used to retrieve Inventory Process.
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sf svmxc retrieve inventory -o user@salesforce.com
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sf svmxc retrieve mobilepermission
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Used to retrieve the Mobile Permissions
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sf svmxc retrieve mobilepermission -o user@salesforce.com
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sf svmxc retrieve apppermission
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Used to retrieve the SFW SFM App permissions.
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sf svmxc retrieve apppermission -o user@salesforce.com
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sf svmxc retrieve configprofile
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Used to retrieve the Configuration Profiles.
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sf svmxc retrieve configprofile -o user@salesforce.com
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sf svmxc retrieve mobileconfig
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Used to retrieve the Mobile Configuration.
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sf svmxc retrieve mobileconfig -o username of user@salesforce.com
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sf svmxc retrieve eventsubjectrule
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Used to retrieve the Event Subject Rules.
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sf svmxc retrieve eventsubject -o username of user@salesforce.com
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sf svmxc retrieve triggercontrol
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Used to retrieve the Trigger Controls.
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sf svmxc retrieve triggercontrol -o,username of user@salesforce.com
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sf svmxc retrieve featurepermission
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Used to retrieve the Feature Permission.
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sf svmxc retrieve featurepermission -o,username of user@salesforce.com
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sf svmxc retrieve techattr
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Used to retrieve the Technical Attributes.
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sf svmxc retrieve techattr -o, username of user@salesforce.com
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sf svmxc retrieve customactions
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Used to retrieve the Custom Actions.
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sf svmxc retrieve customactions -o, username of user@salesforce.com
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sf svmxc retrieve availableservice
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Used to retrieve the Available Services.
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sf svmxc retrieve availableservice -o, username of user@salesforce.com
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sf svmxc retrieve territory
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Used to retrieve the Territory.
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sf svmxc retrieve territory -o, username of user@salesforce.com
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sf svmxc retrieve territoryrule
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Used to retrieve the Territory Matching Rule.
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sf svmxc retrieve territoryrule -o, username of user@salesforce.com
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sf svmxc retrieve techrule
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Used to retrieve the Technician Rule.
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sf svmxc retrieve techrule -o, username of user@salesforce.com
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sf svmxc retrieve autoentitlement
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Used to retrieve the Auto Entitlement.
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sf svmxc retrieve autoentitlement -o, username of user@salesforce.com
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sf svmxc retrieve counterrule
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Used to retrieve the Counter Rules
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sf svmxc retrieve counterrule -o, username of user@salesforce.com
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sf svmxc retrieve spm
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Used to retrieve the SPM.
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sf svmxc retrieve spm -o, username of user@salesforce.com
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sf svmxc retrieve iotapex
sf svmxc retrieve iotobject
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Used to retrieve the IOT Map To Apex.
Used to retrieve the IOT Map To Object.
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sf svmxc retrieve iotapex -o, username of user@salesforce.com
sf svmxc retrieve iotobject -o, username of user@salesforce.com
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sf svmxc retrieve ibsetup
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Used to retrieve the IB Application Setup.
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sf svmxc retrieve ibsetup -o, username of user@salesforce.com
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sf svmxc retrieve pmplantemplate
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Used to retrieve the PM Plan Template.
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sf svmxc retrieve pmplantemplate -o, username of user@salesforce.com
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sf svmxc retrieve serviceteam
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Used to retrieve the Service Team.
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sf svmxc retrieve serviceteam -o, username of user@salesforce.com
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sf svmxc retrieve mttsrule
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Used to retrieve the MTTS Rule.
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sf svmxc retrieve mttsrule -o, username of user@salesforce.com
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sf svmxc retrieve dispatchprocess
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Used to retrieve the Dispatch Process.
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sf svmxc retrieve dispatchprocess -o, username of user@salesforce.com
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sf svmxc retrieve timesheet
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Used to retrieve the Timesheet Process.
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sf svmxc retrieve timesheet -o, username of user@salesforce.com
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sf svmxc retrieve sfa
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Used to retrieve the Service Flow Automation.
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sf svmxc retrieve sfa -o, username of user@salesforce.com
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sf svmxc retrieve fieldinventory
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Used to retrieve the Field Inventory.
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sf svmxc retrieve fieldinventory -o, username of user@salesforce.com
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sf svmxc retrieve pmprocess
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Used to retrieve the PM Process.
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sf svmxc retrieve pmprocess -o, username of user@salesforce.com
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sf svmxc retrieve sfmsearch
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Used to retrieve the SFM Search.
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sf svmxc retrieve sfmsearch -o, username of user@salesforce.com
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sf svmxc retrieve techrule
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Used to retrieve the Technician Rule.
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sf svmxc retrieve techrule -o,username of user@salesforce.com
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sf svmxc retrieve slaterms
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Used to retrieve the SLA Terms.
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sf svmxc retrieve slaterms -o, username of user@salesforce.com
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sf svmxc retrieve eventhoverrule
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Used to retrieve the Event Hover Rule.
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sf svmxc retrieve eventhoverrule -o, username of user@salesforce.com
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sf svmxc retrieve dcfieldupdate
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Used to retrieve the DC Field Update.
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sf svmxc retrieve dcfieldupdate -o, username of user@salesforce.com
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sf svmxc retrieve fcoconfig
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Used to retrieve the FCO Configurations.
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sf svmxc retrieve fcoconfig -o, username of user@salesforce.com
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sf svmxc retrieve translation
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Used to retrieve the Translations.
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sf svmxc retrieve translation -o, username of user@salesforce.com
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sf svmxc retrieve datalookuprule
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Used to retrieve the Data Lookup Rules
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sf svmxc retrieve datalookuprule -o, username of user@salesforce.com
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sf svmxc retrieve timeline
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Used to retrieve the Timelines.
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sf svmxc retrieve timeline -o, username of user@salesforce.com
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sf svmxc retrieve skillmatchrule
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Used to retrieve the Skill Match Rules.
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sf svmxc retrieve skillmatchrule -o, username of user@salesforce.com
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sf svmxc retrieve dcview
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Used to retrieve the DC Views.
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sf svmxc retrieve dcview -o, username of user@salesforce.com
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sf svmxc retrieve tasktemplate
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Used to retrieve the Task Templates.
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sf svmxc retrieve tasktemplate -o, username of user@salesforce.com
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sf svmxc retrieve invoiceprocess
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Used to retrieve the Service Proforma Invoice Processs.
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sf svmxc retrieve invoiceprocess -o, username of user@salesforce.com
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sf svmxc retrieve sconinvoiceprocess
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Used to retrieve the Service Contact Proforma Invoice Process
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sf svmxc retrieve sconinvoiceprocess -o, username of user@salesforce.com
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sf svmxc retrieve pulse
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Used to retrieve the Push Notification.
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sf svmxc retrieve pulse -o, username of user@salesforce.com
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sf svmxc retrieve warrantyterms
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Used to retrieve the Warranty Terms.
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sf svmxc retrieve warrantyterms -o, username of user@salesforce.com
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sf svmxc retrieve activitymaster
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Used to retrieve the Activity Master.
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sf svmxc retrieve activitymaster -o, username of user@salesforce.com
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sf svmxc retrieve appointmenttype
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Used to retrieve the Ranked Appointment Booking.
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sf svmxc retrieve appointmenttype -o, username of user@salesforce.com
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sf svmxc retrieve overnightstaypolicy
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Used to retrieve the Overnight Policy Setup.
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sf svmxc retrieve overnightstaypolicy -o, username of user@salesforce.com
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sf svmxc retrieve dchover
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Used to retrieve the Dispatch Console Hover.
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sf svmxc retrieve dchover -o, username of user@salesforce.com
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sf svmxc retrieve scheduledsfm
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Used to retrieve the Scheduled SFM.
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sf svmxc retrieve scheduledsfm -o, username of user@salesforce.com
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sf svmxc retrieve serviceplan
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Used to retrieve the Service Plan.
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sf svmxc retrieve serviceplan -o, username of user@salesforce.com
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An example of the retrieve command run and the output is displayed in the following screenshot.
You can also pass all the configuration items in the source org in a JSON file for migration and the system will retrieve the configuration items in the JSON file and migrate to the target org. The command is as follows:
sf svmxc retrieve -o src -c <JSON file path>
For example,
sf svmxc retrieve -o src -c /Desktop/configuration.json
The sample JSON configuration file is as follows:
{"expressions":[{"name":"Adv_exp_01","developerName":"ADV_EXP_001","configurationType":"Expression"},{"name":"test_exp_opdoc_4","developerName":"EXP1667550830471451f158006c4ad5ecd67cd64291e852d","configurationType":"Expression"},{"name":"adv exp 05000","developerName":"ADV_EXP_05000","configurationType":"Expression"},{"name":"Copy of ACCOUNT NOT NULL","developerName":"EXP1699434827049927fac4ea36edbedab1b34939b0be67d","configurationType":"Expression"},{"name":"exp_in_pm","developerName":"EXP_PM_01","configurationType":"Expression"},{"name":"SVMX_test02","developerName":"EXP16583923204003e4e60589f67044f68a817aaa9534797","configurationType":"Expression"},{"name":"SVMX_test01","developerName":"EXP1658392200624e13c3df372398b8d971cc29c0e41a036","configurationType":"Expression"},{"name":"childexp_in_trans_01","developerName":"EXP1673426702003fc806176747cd344703e1ef2bcd9ce76","configurationType":"Expression"},{"name":"Copy of test_exp_003","developerName":"EXP169891635442778423c669c9bfae297f31af48d2a7c70","configurationType":"Expression"},{"name":"criteria 001","developerName":"criteria_001","configurationType":"Expression"},{"name":"test Adv Exp","developerName":"test_Adv_Exp","configurationType":"Expression"},{"name":"exp_1_used_in_checklist_01","developerName":"EXP167341114936365518363404f1fd035701d50c0410d4f","configurationType":"Expression"},{"name":"Copy of SVMX_test03","developerName":"EXP1682502343996d69d940b0cb97885a1020ec2ab770c96","configurationType":"Expression"},{"name":"exp_checklist_5","developerName":"EXP16678836281824a87535b36790dec6e5204289dcab80a","configurationType":"Expression"},{"name":"test_child_exp_opdoc_5","developerName":"EXP166779708718474e9b351abf2d8d389205a0a13447769","configurationType":"Expression"},{"name":"global exp in child card trans","developerName":"EXP16947600136194f3f6f22c3faccadc9a3e1acb375cc8a","configurationType":"Expression"},{"name":"servicemax event exp","developerName":"EXP1676609249984c2dbf7d0e1907aa4ef101ccf55197e7a","configurationType":"Expression"},{"name":"test_child_exp_opdoc_4","developerName":"EXP16675509246608212883f1243ffade208627690f9d5db","configurationType":"Expression"},{"name":"global exp in trans","developerName":"EXP169475991812726734991748745af862beb67a4b3d9f5","configurationType":"Expression"},{"name":"SF Sec criteria 001","developerName":"SEC1717499147768f48fab24e010d3947e6f3c928f0a77e6","configurationType":"Expression"}],"objectMappings":[{"name":"SVMX_Account_to_case","developerName":"MAP1658393176855f0104ddf355ed20404913ff5c0033d6e","configurationType":"Mapping"},{"name":"Acc to work order map","developerName":"MAP16765368756665f907c7c9ac04aa5780e2a19fdbef9a6","configurationType":"Mapping"},{"name":"test_map_for_checklist","developerName":"MAP16595203623124d0b36ab4117ad26ce14a95c9545a5ab","configurationType":"Mapping"},{"name":"Task to Time Entry Mapping","developerName":"MAP167566257545146e8b3c5b430dfc7bd8a9043e90130b2","configurationType":"Mapping"},{"name":"global map in trans","developerName":"MAP16947599531851e29c3f1f6acc2a1813015268f661edc","configurationType":"Mapping"},{"name":"Formfill map 001 in WO trans","developerName":"MAP171436853702809f62d753cbaa054c5d31989e6b55126","configurationType":"Mapping"},{"name":"SPM - MTTR. Map Test 00","developerName":"MAP1680344025534ebfc177540b265fbc9c63f2a4c099319","configurationType":"Mapping"},{"name":"Copy of Proforma Invoice Map 01","developerName":"MAP1698916321061e94c0c32921162e7624f80582d59ba6d","configurationType":"Mapping"},{"name":"Time tracker to IL map","developerName":"MAP1700649365413d632feed46f9ac8ed0a2d2bcad568bf4","configurationType":"Mapping"},{"name":"Copy of SVMXSTD: Installed Product To Work Order","developerName":"MAP16754058644000abed5db77e1a92acd3df77ea5868c77","configurationType":"Mapping"},{"name":"Copy of work order to case mapping","developerName":"MAP16917514237175aaf438c6f70fa2ed9f75b826f89b566","configurationType":"Mapping"},{"name":"Work detail to time entry Mapping","developerName":"MAP167566232514238d1e1eed76d7c291deb752caa5be309","configurationType":"Mapping"}],"wizards":[{"name":"check_wizard_runtime","developerName":"check_wizard_runtime","configurationType":"Wizard"}],"transactions":[{"name":"SFM trans for WO object","developerName":"SFM168326803137653f79588efc67c464df8400c543ce44f","configurationType":"Transaction"},{"name":"Custom View WO trans","developerName":"SFM170429075404721ea09fcd6adfa2d2bf6a133bd273f0a","configurationType":"Transaction"}],"inventoryProcesses":[{"name":"Receive Parts for a Work Order","developerName":"test_inv_03","configurationType":"InventoryProcess"},{"name":"Cloned Post to Inventory - Stock Transfer","developerName":"Cloned_SXFR001","configurationType":"InventoryProcess"}],"outputDocs":[{"name":"test_opdoc_4","developerName":"SFM1667550718048f902e4930f6b41d4a083d94b8e3fe9c2","configurationType":"OutputDoc"},{"name":"test_opdoc_5","developerName":"SFM1667796874344a950cb8f065c7cda01771220df54d3e1","configurationType":"OutputDoc"}],"configurationProfiles":[{"name":"Cloned Profile","developerName":"Cloned Profile","configurationType":"ConfigurationProfile"},{"name":"Custom group profile 001","developerName":"Custom group profile 001","configurationType":"ConfigurationProfile"},{"name":"Default Group Profile","developerName":"Default Group Profile","configurationType":"ConfigurationProfile"}],"mobilePermissions":[{"name":"Default Group Profile","developerName":"Default Group Profile","configurationType":"MobilePermission"}],"businessRules":[{"name":"SVMX_dvr03","developerName":"DVR1658916335377ee6cef1736426535249e250d9e033872","configurationType":"BusinessRule"},{"name":"COL dvr 001","developerName":"DVR17143686763618912356179a50a40f896e52964380c81","configurationType":"BusinessRule"}],"checklists":[{"name":"Test_checklist_02","developerName":"SFM1659519880055b47fbd7bdca2c1fe7609abb98a516894","configurationType":"Checklist"},{"name":"test_checklist_3","developerName":"SFM166719914970694293d1356aa6f267849304281faec2d","configurationType":"Checklist"},{"name":"test_checklist_fix_01","developerName":"SFM1673411329691e8684e27c68108e4cf7b8e1110241001","configurationType":"Checklist"},{"name":"Number Checklist","developerName":"SFM170045803282412a3b3677949b30ca79d94530f812292","configurationType":"Checklist"}],"translations":[{"name":"Chinese-translation_wizard_01","developerName":"Chinese-TRANSLATION_WIZARD_01","context":"WIZARD_NAME","configurationType":"Translation"},{"name":"French-Assets Sec title","developerName":"French-ASSETS_SEC_TITLE","context":"SEARCH_RESULT_SECTION_TITLE","configurationType":"Translation"}],"technicalAttributes":[{"name":"00000001","developerName":"tech attr 02","configurationType":"TechnicalAttribute"}],"mobileConfigurations":[{"name":"Custom group profile 001","developerName":"Custom group profile 001","configurationType":"MobileConfiguration"}],"applicationPermissions":[{"name":"Wizard with Opdoc as step","developerName":"Wizard_with_Opdoc_as_step","configurationType":"ApplicationPermission"}],"pmPlanTemplates":[{"name":"check PM Plan template 01","developerName":"check PM Plan template 01","configurationType":"PMPlanTemplate"},{"name":"test Cond based PM template 010","developerName":"test Cond based PM template 010","configurationType":"PMPlanTemplate"}],"fieldInventories":[{"name":"Default Group Profile","developerName":"Default Group Profile","configurationType":"FieldInventory"}],"pmProcesses":[{"name":"Kevin PM Process","developerName":"Kevin_PM_Process","configurationType":"PMProcess"}],"serviceFlowAutomations":[{"name":"Base Org SFA 001","developerName":"BASE_ORG_SFA_001","configurationType":"ServiceFlowAutomation"}],"taskTemplates":[{"name":"tasktemplate_02","developerName":"tasktemplate_02","configurationType":"TaskTemplate"},{"name":"test_task_01","developerName":"test_task_01","configurationType":"TaskTemplate"},{"name":"task_template_3","developerName":"task_template_3","configurationType":"TaskTemplate"}],"mttsRules":[{"name":"test_mtts_01","developerName":"test_mtts_01","configurationType":"MttsRule"}],"territories":[{"name":"test_territory_1","developerName":"test_territory_1","configurationType":"Territory"},{"name":"test_territory_2","developerName":"test_territory_2","configurationType":"Territory"}],"serviceTeams":[{"name":"test_serviceteam_01","developerName":"test_serviceteam_01","configurationType":"ServiceTeam"}],"dispatchProcesses":[{"name":"test_dispatch_process_01","developerName":"test_dispatch_process_01","configurationType":"DispatchProcess"}],"timesheets":[{"name":"Timesheet_02","developerName":"Timeshee1690887025055","configurationType":"Timesheet"},{"name":"test Timesheet","developerName":"test Tim1716972076999","configurationType":"Timesheet"}],"sfmSearches":[{"name":"SFM SEARCH 03","developerName":"SFM_SEARCH_03","configurationType":"SFMSearch"}],"territoryRules":[{"name":"territory_rule_01","developerName":"territory_rule_01","configurationType":"TerritoryRule"}],"technicianRules":[{"name":"technician_rule_01","developerName":"technician_rule_01","configurationType":"TechnicianRule"}],"slaTerms":[{"name":"SLA Terms - 001","developerName":"SLA Terms - 001","configurationType":"SLATerms"},{"name":"test_sla_02","developerName":"test_sla_02","configurationType":"SLATerms"},{"name":"test_sla_01","developerName":"test_sla_01","configurationType":"SLATerms"}],"autoEntitlements":[{"name":"auto_case_rule_03","developerName":"auto_case_rule_03","configurationType":"AutoEntitlement"}],"counterRules":[{"name":"counter_rule_01","developerName":"counter_rule_01","configurationType":"CounterRule"}],"skillMatchRules":[{"name":"PN-0000003952","developerName":"Skill match rule 03","configurationType":"SkillMatchRule"},{"name":"Child Skill mtch rule 03","developerName":"Child Skill mtch rule 03","configurationType":"SkillMatchRule"}],"servicePerformanceMetrics":[{"name":"Mean Time To Repair","developerName":"MeanTimeToRepair","configurationType":"ServicePerformanceMetrics"}],"customActions":[{"name":"Contact_WebService_01","developerName":"Contact_WebService_01","configurationType":"CustomActions"},{"name":"Mobile Activity","developerName":"MA_001","configurationType":"CustomActions"}],"availableServices":[{"name":"Servicename001","developerName":"Servicename001","configurationType":"AvailableService"},{"name":"test_service_01","developerName":"test_service_01","configurationType":"AvailableService"}],"iotMapToApex":[{"name":"VerifyMigrationinPlugin","developerName":"VerifyMigrationinPlugin","configurationType":"IOTMapToApex"}],"eventSubjectRules":[{"name":"event_rule_001","developerName":"event_rule_001","configurationType":"EventSubjectRule"}],"featurePermissions":[{"name":"Custom group profile 001","developerName":"Custom group profile 001","configurationType":"FeaturePermission"}],"triggerControls":[{"name":"SVMXC__Site__c","developerName":"SVMXC__Site__c","configurationType":"TriggerControl"}],"eventHoverRules":[{"name":"Event_hover_rule_01","developerName":"Event_hover_rule_01","configurationType":"EventHoverRule"}],"ibTimelines":[{"name":"timeline001","developerName":"timeline001","configurationType":"Timeline"}],"fcoConfigurations":[{"name":"test FCO template 001","developerName":"test FCO template 001","configurationType":"FCOConfiguration"}],"dcFieldUpdates":[{"name":"DC Field Updates","developerName":"DCFieldUpdates","configurationType":"DCFieldUpdate"}],"dataLookupRules":[{"name":"Acc to Asset rule 001","developerName":"Acc to Asset rule 001","configurationType":"DataLookupRule"},{"name":"Case to WO rule 01","developerName":"Case to WO rule 01","configurationType":"DataLookupRule"}],"dcHovers":[{"name":"Map Hover For Account","developerName":"Map Hover For Account","configurationType":"DCHover"}],"activityMasters":[{"name":"0000000008","developerName":"0000000008","configurationType":"ActivityMaster"}],"warrantyTerms":[{"name":"Warranty Term - 001","developerName":"Warranty Term - 001","configurationType":"WarrantyTerms"}],"pushNotifications":[{"name":"Pulse - 002","developerName":"Pulse - 002","configurationType":"PushNotification"}],"appointmentTypes":[{"name":"Saadat 01","developerName":"Saadat 01","configurationType":"Saadat 01"}],"servicePlans":[{"name":"Service Plan - 001","developerName":"Service Plan - 001","configurationType":"ServicePlan"}],"overNightStayPolicies":[{"name":"Overnight policy 001","developerName":"Overnight policy 001","configurationType":"OverNightStayPolicy"}],"scheduledSFMs":[{"name":"Scheduled SFM 001","developerName":"Scheduled SFM 001","configurationType":"ScheduledSFM"}],"serviceInvoiceProcesses":[{"name":"Proforma for Case","developerName":"Proforma_Case","configurationType":"ServiceInvoiceProcess"}],"sconInvoiceProcesses":[{"name":"Simple SCON Process","developerName":"Simple_SCON_Process","configurationType":"SCONInvoiceProcess"}],"ibApplicationSetups":[{"name":"Custom group profile 001","developerName":"Custom group profile 001","configurationType":"IBApplicationSetup"}],"dispatchConsoleViews":[{"name":"test_DC_view_01","developerName":"DC_VIEW_01","configurationType":"DispatchConsoleView"}],"iotMapToObject":[{"name":"Test_Event_01","developerName":"Test_Event_01","configurationType":"IOTMapToObject"}],"territoryRules":[{"name":"territory_rule_02","developerName":"territory_rule_02","configurationType":"TerritoryRule"}]}