Upgrading SVMXC/SB Packages From 21.2 to 23.1
Salesforce Changes
Process Builder Deactivation
After you perform an SVMXC/SB package upgrade in Salesforce, out-of-the-box Process Builders that were previously deactivated to support customizations are activated. Therefore, to avoid duplicate platform event creation, OOTB Process Builders must be deactivated.
To deactivate Process Builders:
1. In Salesforce, in ServiceMax Setup, under the active Org-wide profile, in the Dispatch Management module and Service Board submodule, update the SET020 setting with a comma-separated list of the API names of the Process Builders to be deactivated. Be sure to omit the prepended namespace string (SVMXSB_) from the full API name, for example:SM_Notify_Service_Board_for_USER,SM_Notify_Service_Board_for_WORD
2. In the Developer Console, run the following Apex code:
SVMXSB.TOOL_SB_PostPackageInstall postinstallHandler = new SVMXSB.TOOL_SB_PostPackageInstall();
postinstallHandler.manualInstall(null);
postinstallHandler.manualInstall(null);
Process Builder Support Discontinuation
Salesforce discontinued support for Process Builders in the Winter ’23 release, which means that users cannot create new Process Builders, but can continue using previously configured Process Builders.
To support this change, release packages SVMXSB 22.1 and later are updated to include predefined Flows in addition to Process Builders for all objects for which records are synced to Service Board. You can continue to use Process Builders with Service Board 23.1, or use Flows instead. To use Flows, manual migration steps are required.
To continue using Process Builders:
To use Flows:
1. In Salesforce, on the Setup page, in the left pane, in the Platform Tools section, under the Process Automation node, click Process Builder, and then in the list view, locate and deactivate the Process Builder with the name Notify users via email for records that are not synchronized.
2. Upgrade your SVMXSB package to 23.1, and then on the Salesforce Setup page, under the Process Automation node, click Flows.
3. Create custom Flows and custom filters to replicate any previously configured custom Process Builders and filters.
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For more information, see Migrating from Process Builders to Flows and Configuring Real-Time Sync Filtering With Flows in Service Board for Implementers.
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4. In Salesforce, in the Process Builders list view, deactivate all active Process Builders for Service Board real-time sync, and then optionally, to configure email notifications for records that are not synchronized to Service Board, in the Flows list view, activate the Flow with the name Notify users via email for records which are not synchronized.
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To complete these upgrades, the integration user must either have the System Administrator profile in Salesforce, or have read access to the Dependency Group field of the Work Order object (SVMXC__Dependency_Group__c) and the Dependency Management object.
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