To provide the support field technicians need to effectively complete their work, it is important for them to connect in real time with the people, knowledge and resources necessary for high levels of performance and engagement. Zinc integration with ServiceMax and Service Board allows technicians to easily create contextual Conversations that pull all team members and resources together in real time. When issues arise, technicians can easily send photos or videos of the situation. Finally, you can use quick links in ServiceMax and Zinc search functionality to access and review communication history for analysis and customer success initiatives.

This integration supports universal deep links for Zinc mobile and desktop apps. After Zinc is configured in ServiceMax as a custom button or link, Zinc mobile, desktop, and web apps automatically start or join contextual Conversations related to an object, such as a Work Order, Installed Product, Account, or Contact. Additionally, after Zinc integration with Service Board is configured, you can start and join Workspace Conversations about specific Work Orders, create one-on-one Conversations with specific Resources, and send technicians Messages with a map and full details of their assigned daily work routes.

Zinc connects to ServiceMax and Service Board through Salesforce OAuth, so this integration works seamlessly with your combined ServiceMax and Salesforce instance. When you connect to a combined ServiceMax and Salesforce instance, you can also start contextual Conversations about the Salesforce Cases and Opportunities objects and the Work Order object in Service Board by using embedded Zinc apps. Embedded Zinc allows users to create and conduct contextual Conversations attached to Salesforce, ServiceMax, or Service Board objects, so that your users can collaborate without leaving their work environments. For details on how to configure SFA to send Zinc notifications to participants in connected Conversations when the associated records or fields are updated, see Zinc Notification in ServiceMax Go for Administrators.

Additionally, you can create custom actions that users can invoke in ServiceMax Go and FSA to launch new Conversations with Zinc Hotline Groups. You can configure links to one or more Hotlines as your needs dictate.