The ServiceMax integration uses a number of Salesforce integration points to exchange data between ProntoForms and ServiceMax. This topic briefly explains the integration points and includes references for their configurations.
|When you want to…||Configure a…|
|Establish a secure, OAuth connection and communicate with your ServiceMax org||
ProntoForms supports both sandbox and production environments.
Note:A Salesforce Connection is a prerequisite for a Salesforce Data Source and Salesforce Data Destination A Data Destination specifices where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats..
Pull data from ServiceMax into ProntoForms to
|Update existing records or create new records in ServiceMax with the data from submitted forms|
|Exchange data between the ProntoForms and ServiceMax Go or Field Service apps, even if the device is offline||
Tip: If you want to prepopulate limited ProntoForms form data, you can pass the values as parameters in an App‑to‑App request. This option can replace the need for a Data Source.