To allow users to launch contextual Conversations from Salesforce and ServiceMax record views, Workspace Conversations about Jobs in progress and Route Messages from Service Board, and collaborate without leaving their current working environments, you can configure Embedded Zinc.

To configure Embedded Zinc for ServiceMax, you first configure Salesforce and ServiceMax UX elements and custom fields for supported record types. After you add Zinc to your Salesforce layouts, your users can log into Zinc from within ServiceMax to connect their accounts and create new contextual Conversations.

To configure Embedded Zinc for Service Board, you perform a few simple steps to configure OAuth2 authentication for SSO support. For more information, see Configuring Zinc Integration in Service Board for Implementers.