Appendix A: Object and Field Mappings
Max Object
Max Full Identifier
Mapped Salesforce Object Identifier
Data Updates and Sync
Salesforce-to-Max Initial Sync
Salesforce-to-Max Real-Time Sync
Max-to-Salesforce Real-Time Sync
core_account
Account
Read-only on Max
Y
Y
N/A
svmx_servicemax_event
Event or SVMXC__SVMX_Event__c
Editable on Max and Salesforce
Y
Y
Y
core_contact
Contact
Read-only on Max
Y
Y
N/A
svmx_credential
SVMXC__Skill__c
Partially maps to Skill in Salesforce
Y
Y
N/A
svmx_credential_category
N/A
Max-only object. Does not exist in Salesforce.
N/A
N/A
N/A
svmx_crew
SVMXC__SM_Crew__c
Read-only on Salesforce
N/A
N/A
Y
svmx_crew_resource
SVMXC__SM_Crew_Resource__c
Read-only on Salesforce
N/A
N/A
Y
svmx_dispatcher_access
SVMXC__Dispatcher_Access__c
Read-only on Max
Y
Y
N/A
svmx_event
Event or SVMXC__SVMX_Event__c
Editable on Max and Salesforce
Y
Y
Y
svmx_installed_product
SVMXC__Installed_Product__c
Read-only on Max
Y
Y
N/A
svmx_job
SVMXC__Service_Order__c
Editable on Max and Salesforce
Y
Y
Y
svmx_job_requirement
SVMXC__Service_Order__c and SVMXC__Skill_Set__c
Partial mapping to Skill Set field on Salesforce Work Order
Y
Y
N/A
Location
core_location
SVMXC__Site__c
Read-only on Max
Y
Y
N/A
Product
core_product
Product2
Read-only on Max
Y
Y
N/A
svmx_qualification
SVMXC__Service_Group_Skills__c and SVMXC__Service_Group_Product__c
Partial mapping to Salesforce Expertise object
Y
Y
N/A
Resource
svmx_resource
SVMXC__Service_Group_Members__c
Editable on Max with Max-specific data
Y
Y
N/A
Resource Preference
svmx_resource_preference
SVMXC__Resource_Preference__c
Read-only on Max
Y
Y
N/A
Role
io_role
SVMXC__Service_Group_Members__c, User
Y
N/A
N/A
Salesforce Business Hours
svmx_salesforce_business_hours
BusinessHours
Read-only on Max
Y
N/A
N/A
Salesforce Holiday
svmx_salesforce_holiday
Holiday
Read-only on Max
Y
N/A
N/A
Service Team
svmx_service_team
SVMXC__Service_Group__c and SVMXC__Dispatcher_Access__c
Read-only or editable on Max per configuration
Y
Y
N/A
User/User Parameter
io_user/io_parameter
User
Editable on Max with Max-specific data
Y
Y
N/A
Territory
svmx_territory
SVMXC__Territory__c
Read-only on Max
Y
Y
N/A
View
io_view
Group
Queues that apply to Salesforce Work Order objects are migrated to this Max object.
Y
Y
N/A
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