Configure the ServiceMax Integration Points
The ServiceMax integration uses a number of Salesforce integration points to exchange data between TrueContext and ServiceMax. This topic briefly explains the integration points and includes references for their configurations.
Available on the Advanced and Enterprise tiers:
When you want to… | Configure a… |
---|---|
Establish a secure, OAuth connection and communicate with your ServiceMax org |
TrueContext supports both sandbox and production environments. Note:A Salesforce Connection is a prerequisite for a Salesforce Data Source |
Pull data from ServiceMax into TrueContext to
|
|
Update existing records or create new records in ServiceMax with the data from submitted forms | |
Exchange data between the TrueContext 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 TrueContext 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. |