Maintaining Integration User Credentials
To maintain integration user credentials:
1. In Max Admin, on the System Management (
) launchpad menu, click System Settings, and then in the list view, click to open the currently active Production System Settings record.
) launchpad menu, click System Settings, and then in the list view, click to open the currently active Production System Settings record.2. On the record page, on the Authentication tab, in the Salesforce Integration area, update any of the following field values to match any configuration changes recently made to the corresponding field values in the Salesforce Integration User profile in Salesforce:
◦ Salesforce Token URL
◦ Salesforce Namespace
◦ Salesforce Login Username
◦ Salesforce Login Password
 | • The Salesforce Integration Client ID field contains the consumer key for the ServiceMax Service Board Salesforce connected app, and the Salesforce Integration Client Secret field contains the client secret for the same app.The ServiceMax Service Board app is included in the Salesforce Extension Package, and customers should not update either of these field values, which are preconfigured and ship with Service Board. If you need to modify these fields, contact ServiceMax Customer Support. • The consumer key for the Service Board ServiceMax Single Sign-On connected app should be specified in the Client ID field of the External OAuth Provider record for Salesforce, and the client secret for that app should be specified in the Client Secret field of the same record. Do not specify these values in the currently active Production System Settings record. • Password policies for integration user accounts should always be set to Never Expire. |
3. In the top left corner, click Save and Close (
).
).For more information: