Configure the ServiceMax Integration Points

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.

Supported on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

When you want to… Configure a…
Establish a secure, OAuth connection and communicate with your ServiceMax org

Salesforce Connection

ProntoForms supports both sandbox and production environments.

Note:A Salesforce Connection is a prerequisite for a Salesforce Data Source and Salesforce Data DestinationClosed 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

  • populate the answer choices for a Dropdown, Multiselect, or Radio Button question, or

  • prefill the answers to certain questions based on the previous responses

Salesforce Data Source

Update existing records or create new records in ServiceMax with the data from submitted forms

Salesforce Data Destination

Exchange data between the ProntoForms and ServiceMax Go or Field Service apps, even if the device is offline

Request or callback for App‑to‑App communication

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.

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