What is a ServiceMax Integration?

The term ServiceMax integration refers to secure communication and data sharing between the ServiceMax and TrueContext systems. This topic briefly describes the ServiceMax integration points in TrueContext and lists the supported ServiceMax orgs, apps, and extensions.

Available on the Advanced and Enterprise tiers:


Benefits of a ServiceMax integration

ServiceMax provides an asset-centric field service management solution. Many service activities require forms-based data capture. ServiceMax has its own checklist feature for simple workflows. TrueContext extends the ServiceMax functionality by enabling forms with complex business rules, workflows, and advanced data capture methods.

TrueContext also provides the following benefits:

  • Updates ServiceMax, your system of record, in near real-time

  • Attaches Documents to the ServiceMax records for audit purposes

  • Creates follow-up work orders, ready to be scheduled and assigned

  • Posts a notification to Chatter or Zinc, improving your organization’s response time to escalations

TrueContext integration points

TrueContext can pull data from ServiceMax records of any Object type into your forms. TrueContext can also create or update ServiceMax records with data from submitted forms. The following integration points in TrueContext enable this type of communication:

Tip: TrueContext supports both Salesforce sandbox and production environments.

Supported ServiceMax orgs, apps, and extensions

TrueContext supports the following components:

  • ServiceMax Core org

  • ServiceMax Asset 360 org

  • Applications like ServiceMax Go, ServiceMax Zinc, and Salesforce Mobile Field Service

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