Preparing the SFDC Environment

Service Modules > Scheduling and Optimization > Service Board > Service Board for Implementers > Preparing the SFDC Environment

To begin the integration process, you prepare the Salesforce environment. You can use a ServiceMax sales demo org for testing, or a customer-provided org. After you register and review the target Salesforce org, you upgrade the ServiceMax version. You then file a support request to have a Service Board tenant instance provisioned.

This guide provides Service Board integration steps only for Salesforce orgs that do not have a previous Service Board deployment. To configure initial sync, the integration user must have a ServiceMax license.

For more information:

• Preparing an SFDC Org

• Upgrading the ServiceMax Version

• Creating and Deploying a Service Board Instance

• About SFDC-to-Max Sync Configuration

• Post-Sync Configuration Tasks

• Service Board Configuration Tasks

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