The ServiceMax Migration Tool accelerates and automates the migration of custom ServiceMax configuration items between environments. It can be invoked using the URL https://migrate.servicemax.com.

The tool can either update or create the configuration items in the target org, depending on whether the configuration items already exist in the target org or not. This is checked based on unique identifiers such as SFM Transaction ID, SFM Wizard ID, and profile names. Also, the tool can export the configuration items to a file (zipped bundle of files in JSON format) and import the configurations from a file (previously exported zip file of configurations) to an org respectively.

Migration can be done from any source org (production or sandbox) to any target org (production or sandbox).

After the user selects the configuration items to be migrated, the selected configuration items will be migrated to the target org, with all the dependencies included automatically.

Examples of dependencies include SFM Data Validation Rule associated with a selected SFM Transaction and SFM Transaction associated with an SFM Wizard step. For details about the supported dependent items, see List of Supported Dependent Items.

If any of the dependent configuration items are standard configuration items (examples include standard SFM Expression referenced in a custom SFM Transaction and standard SFM Transaction associated with a custom SFM Wizard step), reference is made to the existing standard configuration item in the target org, without migrating the same from the source org.

Any implementation of ServiceMax involves configuring several features. The number of these configuration items is high for enterprise customers. Generally, these are configured in a sandbox org, then they are tested in conjunction with customizations (if any) for the completeness of the business solution by users in the customer's organization, and finally, they are moved to the production org.

In some cases, there might be more than one sandbox and the ServiceMax solution might need to be implemented and tested in multiple sandbox org. In those cases, configuration items need to be moved from one sandbox org to another.

Considering the above factors, the ServiceMax Migration Tool has been built to accelerate and automate the migration of ServiceMax configuration items from any source org to any target org.

The tool automates several aspects, including the following:

Not only does this result in faster migration, but also reduces the chances of errors related to dependencies and incomplete migration.