Install and Configure ServiceMax > Settings Library > Standard Settings > SFM Transaction Manager > SFM Transaction Manager - SFM Transaction Delivery Engine
SFM Transaction Manager - SFM Transaction Delivery Engine
1. Navigate to ServiceMax Setup > App Administration > Configuration Profiles.
2. Click Org Profiles tab.
3. Select the Active profile.
4. Click Settings tab.
5. Expand the module and the submodule to view the relevant settings.
Module: SFM Transaction Manager; Submodule: SFM Transaction Delivery Engine
Setting ID
Setting Name
Description
Data Type
Default Value
SET001
Auto-populate lookup field if lookup search returns only one record
If this is set to TRUE and if lookup search returns only one record, then automatically populate the lookup field with the returned record
* 
Boolean
False
SET002
Salesforce API Version for partner server URL
Salesforce API Version for partner server URL
Text
39
SET003
Suggest recently selected items in lookup search UI
If this is set to TRUE and the current value in the lookup field is empty, the lookup search UI will display up to 10 recently selected items. If this set to FALSE, the look up will always display results by executing the search. This is applicable only for HTML5 SFM delivery engine.
Boolean
True
SET004
SFM Delivery Experience(UX)
This setting drives the SFM delivery experience. If the value is set to Lightning, SFM Delivery will load in the lightning mode. If the value is set to Classic, SFM Delivery will load in existing classic mode.
* 
This setting is used in Access SFM Delivery Screen.
Picklist
Classic
SET005
Batch size for number of detail records in browser
Batch size for number of detail records in browser. Recommend to set this value as multiple of 10s or 50s based on load.
* 
Number
0
SET006
Set Date/Time to Clear ServiceMax Cache
If there are changes to the Salesforce metadata and you want these changes reflect on the transaction delivery page on load, then set this setting with any datetime value. SFM cache is cleared when the user launches the SFM delivery page the first time after saving the setting. The default value is blank i.e SFM cache is not cleared automatically on loading transaction delivery page. Recommendation is set to current time. This value does not indicate that cache will be cleared after the set date. This is only for the admin to track when they had last initiated automatic clearing of Servicemax cache.
Date/Time
SET007
Launch Lightning based SFM Delivery
When this setting is true, Lightning SFM Delivery which comply with Salesforce Lightning Design System will be rendered. Set this value to false to load lightning theme based SFM Delivery. Default value is True.
* 
This setting is used in Access SFM Delivery Screen.
Boolean
True
SET008
Time Interval
This setting allows to select the time interval display on the Time field. Available options are 5, 10, 15, 20, 30, 60.
* 
This setting is used in Date and Time Fields.
Picklist
15
SET009
First day of the week in calendar date picker
This setting allows you to set the first day of the week in the calendar date picker. Select 'User Locale' from the available options to display the first day as per login user locale. Default value is Sunday.
* 
This setting is used in Supported Data Type Fields.
Picklist
Sunday
SET010
Records displayed per page
By default, pagination is enabled on the related child sections of SFM Delivery and 100 records are loaded per page. The SFM load time depends on the number of fields configured for display in each related child section, the datatype of the fields, and the total size of the record payload. Increasing the set value might increase the load time. The recommended maximum limit is 250. When you set this value to 0, SFM Delivery loads all records in the respective related child sections without pagination.
* 
This setting is used in Pagination on Child Lines.
Number
100
SET011
Acknowledge Warning Messages
When this true, user will have to acknowledge reviewing all the warning messages to save the transaction on react based SFM web delivery UI.
Boolean
False
SET012
Disable Bulk Action
When this setting is set to true, the bulk update child lines and the bulk delete child lines action is disabled for users on the Lightning SFM Delivery.
* 
This setting is used in Editing Child Lines.
Boolean
False
SET013
Respect Salesforce Duplicate Rules
When this setting is true, SFM transaction delivery will respect the actions configured in the Salesforce Duplicate Rules — that is, what happens when a user tries to save a duplicate record.
* 
Boolean
False
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