Upgrading the ServiceMax Version

Service Modules > Scheduling and Optimization > Service Board > Service Board Usage and Configuration > Service Board for Implementers > Preparing the SFDC Environment > Upgrading the ServiceMax Version

After you prepare a Salesforce org, you must upgrade the installed ServiceMax version to the latest release, which is required for Service Board.

To upgrade the ServiceMax version:

1. On the ServiceMax Core Links and Downloads page, \click the applicable release name in the Release Train column.

2. In the Release Packages table, in the row for the latest release, click the appropriate package link (Production Installation or Sandbox Installation).

3. Log into a production or sandbox org.

4. Select the users and profiles for which you want to install the package, and then click Upgrade.

Was this helpful?