Set Up a ServiceMax Integration

ServiceMax integrates with TrueContext through a Salesforce Connection and requires a Salesforce Data Destination A Data Destination specifies 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. or a 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 share information between systems. Data Sources 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. retrieve data from ServiceMax to populate response choices in TrueContext forms. Data Destinations A Data Destination specifies 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. send data from TrueContext form submissions to ServiceMax records. The topics in this section describe how to choose and configure integration points to enable TrueContext to share data with ServiceMax.

These topics also describe how to configure App‑to‑App Communication to enable the user to open the TrueContext Mobile App from ServiceMax Go. This creates a seamless workflow when moving between systems.

Available on the Advanced and Enterprise tiers: