Appendix C: Access and Permissions
To use roles other than System Administrator to configure real-time sync, you must configure permissions for those alternative roles.
The following permissions are required for users to sync data from Service Board to Salesforce in both directions.
• The SB_Integration class must be assigned to integration user profiles.
• Integration users must have licenses for the ServiceMax and Service Board managed packages.
• Profiles for integration users must be granted the View All and Modify All permissions for the SB Queue Outbound and SB Queue Inbound objects.
• Integration user profiles must be granted the Manage Package Licenses system permission.
• Profiles for integration users must be granted access to the connected app to be used for real-time sync configuration. By default, the connected app is ServiceMax Service Board.
|
Object Label
|
Object API Name
|
Object-Level Permissions
|
Field-Level Permissions
|
||||||
|---|---|---|---|---|---|---|---|---|---|
|
R
|
C
|
E
|
D
|
R
|
C
|
E
|
D
|
||
|
Account
|
Account
|
Y
|
All fields in packaged field set (Service Board Fields)
|
||||||
|
Contact
|
Contact
|
Y
|
Same as above
|
||||||
|
Dispatcher Access
|
SVMXC__Dispatcher_Access__c
|
Y
|
Same as above
|
||||||
|
Event
|
Event
|
Y
|
Y
|
Y
|
Y
|
Same as above
|
All fields in packaged field set (Service Board Fields)
|
All fields in packaged field set (Service Board Fields)
|
All fields in packaged field set (Service Board Fields)
|
|
Expertise
|
SVMXC__Service_Group_Skills__c
|
Y
|
Same as above
|
||||||
|
Installed Product
|
SVMXC__Installed_Product__c
|
Y
|
Same as above
|
||||||
|
Overnight Stay Policy
|
SVMXC__SM_Overnight_Stay_Policy__c
|
Y
|
Same as above
|
||||||
|
Location
|
SVMXC__Site__c
|
Y
|
Same as above
|
||||||
|
Product Serviced
|
SVMXC__Service_Group_Product__c
|
Y
|
Same as above
|
||||||
|
Product
|
Product2
|
Y
|
Same as above
|
||||||
|
Resource Preference
|
SVMXC__Resource_Preference__c
|
Y
|
Same as above
|
||||||
|
Service Team
|
SVMXC__Service_Group__c
|
Y
|
Same as above
|
||||||
|
Skill
|
SVMXC__Skill__c
|
Y
|
Same as above
|
||||||
|
ServiceMax Event
|
SVMXC__SVMX_Event__c
|
Y
|
Y
|
Y
|
Y
|
Same as above
|
All fields in packaged field set (Service Board Fields)
|
All fields in packaged field set (Service Board Fields)
|
All fields in packaged field set (Service Board Fields)
|
|
Technician/Equipment
|
SVMXC__Service_Group_Members__c
|
Y
|
Same as above
|
||||||
|
Territory
|
SVMXC__Territory__c
|
Y
|
Same as above
|
||||||
|
User
|
User
|
Y
|
Same as above
|
||||||
|
Work Order
|
SVMXC__Service_Order__c
|
Y
|
Y
|
Y
|
Same as above
|
All fields in packaged field set (Service Board Fields)
|
All fields in packaged field set (Service Board Fields)
|
All fields in packaged field set (Service Board Fields)
|
|
|
SB Queue Outbound
|
SVMXC__SM_SB_Queue_Outbound__c
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
SB Queue Inbound
|
SVMXC__SM_SB_Queue_Inbound
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
Appointment Status
|
SVMXC__SM_Appointment_Status__c
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
Crew
|
SVMXC__SM_Crew__c
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
Crew Resource
|
SVMXC__SM_Crew_Resource__c
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
Service Board
|
SVMXC__SM_Service_Board__e
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
||
|
Code Snippet
|
SVMXC__Code_Snippet__c
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
 |
• By default, the IP Relaxation field in the ServiceMax Service Board connected app is set to Enforce IP Restrictions. Therefore, you must either grant access to tenant IP addresses to the custom profile you configure for the integration user, or update the IP Relaxation field value to Relax IP Restrictions.
• In release package versions SVMXSB 23.10007 and later, the Service Board Standard preconfigured permission set, which contains required permissions for all Service Board objects listed in the table, ships with Service Board.
|
For more information: