What is a ServiceMax Integration?
The term ServiceMax integration refers to secure communication and data sharing between the ServiceMax and TrueContext systems.
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:
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Updates ServiceMax, your system of record, in near real-time
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Attaches Documents to the ServiceMax records for audit purposes
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Creates follow-up work orders, ready to be scheduled and assigned
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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:
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Salesforce Connection—to establish a secure, OAuth connection between ServiceMax and TrueContext
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Salesforce Data Source
Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data.— to use ServiceMax reports or Salesforce Object Query Language (SOQL) to pull data into TrueContext -
Salesforce Data Destination—to push data from TrueContext to ServiceMax Objects
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App-to-App Communication—to exchange data between the ServiceMax app and the TrueContext Mobile App
Tip: TrueContext supports both Salesforce sandbox and production environments.
Supported ServiceMax orgs, apps, and extensions
TrueContext supports the following components:
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ServiceMax Core org
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ServiceMax Asset 360 org
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Applications like ServiceMax Go, ServiceMax Zinc, and Salesforce Mobile Field Service