Credential (Resource Preference) Field Mappings
Service Board Credential
Salesforce Resource Preference
Identifier
Data Type
Namespace
Description
Field Label
Field/API Name
Installed Package
Data Type
name
String
ServiceMax - svmx
See field doc.
SVMXC__Company__c (RecordType=Account)
SVMXC__Component__c (RecordType=Installed Product)
SVMXC__Site__c (RecordType=Location)
ServiceMax
Lookup()
credential_category
Relationship
ServiceMax - svmx
See field doc.
skill_category
Option List
ServiceMax - svmx
See field doc.
product
Relationship
ServiceMax - svmx
See field doc.
resource_preference_source
Dynamic Relationship
ServiceMax - svmx
See field doc.
SVMXC__Company__c (RecordType=Account)
SVMXC__Component__c (RecordType=Installed Product)
SVMXC__Site__c (RecordType=Location)
ServiceMax
Lookup()
resource_constraint_source
Dynamic Relationship
ServiceMax - svmx
See field doc.
SVMXC__Company__c (RecordType=Account)
SVMXC__Component__c (RecordType=Installed Product)
SVMXC__Site__c (RecordType=Location)
ServiceMax
Lookup()
owner
Relationship
ServiceMax - io
User who owns the record.
Owner
Owner
ServiceMax
Lookup(User,Queue)
Record Assignment
Assigned to
When
309eb918-44b4-461f-9349-a538c33ee30c (Resource Preference - Account)
RecordType=Account AND SVMXC__Preference_Type__c = Preferred
67ead6ae-cf0d-412d-b7b0-6a6deb685d1d (Resource Preference - Installed Product)
RecordType=Installed Product AND SVMXC__Preference_Type__c = Preferred
79f5cf12-cc58-4d5e-a475-5d4ee1d3a546 (Resource Preference - Location)
RecordType=Location AND SVMXC__Preference_Type__c = Preferred
3b886d3f-60f2-470b-88b4-dc760e3a69dc (Resource Constraint - Account)
RecordType=Account AND SVMXC__Preference_Type__c = Prohibited
ee4d637c-2389-41fb-9398-af98b147a84e (Resource Constraint - Installed Product)
RecordType=Installed Product AND SVMXC__Preference_Type__c = Prohibited
3b886d3f-60f2-470b-88b4-dc760e3a69dc (Resource Constraint - Location)
RecordType=Location AND SVMXC__Preference_Type__c = Prohibited
84d5ced9-ae45-4eb0-bbe3-5edd35c99580 (Mandatory - Account)
RecordType=Account AND SVMXC__Preference_Type__c = Mandatory
7202e442-8c8a-4d28-b596-8b79b2b411ee (Mandatory- Installed Product)
RecordType=Installed Product AND SVMXC__Preference_Type__c = Mandatory
7624cf24-48ad-493b-b09f-9ac587e6a8d1 (Mandatory- Location)
RecordType=Location AND SVMXC__Preference_Type__c = Mandatory
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