What is a ServiceMax Integration?

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

Supported 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. ProntoForms extends the ServiceMax functionality by enabling forms with complex business rules, workflows, and advanced data capture methods.

ProntoForms 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

ProntoForms integration points

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

  • Salesforce Connection—to establish a secure, OAuth connection between ServiceMax and ProntoForms

  • Salesforce Data Source— to use ServiceMax reports or Salesforce Object Query Language (SOQL) to pull data into ProntoForms

  • Salesforce Data Destination—to push data from ProntoForms to ServiceMax Objects

  • App-to-App Communication—to exchange data between the ServiceMax app and the ProntoForms app

Tip: ProntoForms supports both Salesforce sandbox and production environments.

Supported ServiceMax orgs, apps, and extensions

ProntoForms 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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