About Service Board Implementation

Service Board > Service Board for Implementers > About Service Board Implementation

Service Board provides an intuitive UI with quick and organized access to the data you need to schedule and monitor Jobs, manage workloads and schedules, and determine and assign the best Resources for Jobs based on business-specific criteria.

Service Board is available to all ServiceMax users. This guide describes how to implement Service Board and complete key migration and integration tasks, as follows:

• Service Board implementation concepts

◦ Service Board compared to Dispatch Console

◦ Architecture and security infrastructure

◦ Object model changes

◦ Implementation concepts

• Service Board implementation process

◦ Salesforce environment preparation

◦ Instance creation and deployment

◦ Initial and real-time sync configuration

◦ Post-sync configuration

Was this helpful?