Object and Field-Level Permissions
The following table lists the required object-level permissions.
|
Object
|
Permissions
|
|---|---|
|
Optimizer Transactions
|
Read, Create, Edit, Delete, View All, Modify All
|
|
ServiceMax Events
|
Read, Create, Edit, Delete, View All, Modify All
|
|
ServiceMax Job Logs
|
Read, Create, Edit, Delete, View All, Modify All
|
|
Service Teams
|
Read, Create, Edit, Delete, View All, Modify All
|
|
Skills
|
Read, Create, Edit, Delete, View All, Modify All
|
|
Technician/Equipment
|
Read, Create, Edit, Delete, View All, Modify All
|
|
Territories
|
Read, Create, Edit, Delete, View All, Modify All
|
 |
View All and Modify All permissions need not be provided for any object in this profile. Ensure that Public Read/Write permission is provided for organization-wide defaults for Work Order and ServiceMax Events objects, and Controlled by Parent permission for Activity object. Navigate to Salesforce Setup > Administration Setup > Security Controls > Sharing Settings to provide the permissions.
|
The following table lists the required field-level permissions.
|
Object
|
Field
|
Permissions
|
|---|---|---|
|
Work Order
|
Acknowledged By Technician Date Time
|
Visible
|
|
Actual Initial Response
|
Visible
|
|
|
Actual Onsite Response
|
Visible
|
|
|
Actual Resolution
|
Visible
|
|
|
Actual Restoration
|
Visible
|
|
|
Booked Appointment Slot
|
Visible
|
|
|
Apply Business Hours For OptiMax
|
Visible
|
|
|
Appointment Type
|
Visible
|
|
|
Canceled Date Time
|
Visible
|
|
|
Drip
|
Visible
|
|
|
Dispatch Process
|
Visible
|
|
|
Dispatch Status
|
Visible
|
|
|
Driving time (in minutes)
|
Visible
|
|
|
EndpointURL
|
Visible
|
|
|
Latitude
|
Visible
|
|
|
Longitude
|
Visible
|
|
|
Locked By DC
|
Visible
|
|
|
Last Modified By
|
Visible
|
|
|
OptiMax Error Text
|
Visible
|
|
|
OptiMax Status
|
Visible
|
|
|
Owner
|
Visible
|
|
|
Optimizer Connection Name
|
Visible
|
|
|
Optimizer Message Creation Date Time
|
Visible
|
|
|
Scheduled Date Time
|
Visible
|
|
|
Scheduling Change Token
|
Visible
|
|
|
Scheduling Retry Count
|
Visible
|
|
|
Scheduling Status
|
Visible
|
|
|
Service Duration (in Seconds)
|
Visible
|
|
|
Service Contract
|
Visible
|
|
|
Service Team
|
Visible
|
|
|
Skill Set
|
Visible
|
|
|
Technician
|
Visible
|
|
|
Violation Message
|
Visible
|
|
|
Violation Status
|
Visible
|
|
|
Work Order Number
|
Visible
|
|
|
Zip
|
Visible
|
|
|
ServiceMax Event
|
DurationInMinutes
|
Visible
|
|
End Date Time
|
Visible
|
|
|
Service Time (In Seconds)
|
Visible
|
|
|
Start Date Time
|
Visible
|
|
|
Subject
|
Visible
|
|
|
Technician
|
Visible
|
|
|
Type
|
Visible
|
|
|
Work Order
|
Visible
|
|
|
Driving Time
|
Visible
|
|
|
Idle Time
|
Visible
|
|
|
Salesforce Event
|
DurationInMinutes
|
Visible
|
|
End Date Time
|
Visible
|
|
|
Service Time (In Seconds)
|
Visible
|
|
|
Start Date Time
|
Visible
|
|
|
Subject
|
Visible
|
|
|
Technician
|
Visible
|
|
|
Type
|
Visible
|
|
|
Work Order
|
Visible
|
|
|
Driving Time
|
Visible
|
|
|
Idle Time
|
Visible
|
|
|
ServiceMax Job Log
|
*Give permission to all the fields*
|
Visible
|