Looking for information about ProntoForms features and functionality? Visit our Product Documentation Portal.
The term ServiceMax integration refers to secure communication and data sharing between the ServiceMax and ProntoForms systems. This topic briefly describes the ServiceMax integration points in ProntoForms and lists the supported ServiceMax orgs, apps, and extensions.
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. ProntoForms extends the ServiceMax functionality by enabling forms with complex business rules, workflows, and advanced data capture methods.
ProntoForms also provides the following benefits:
Updates ServiceMax, your system of record, in near real-time
Attaches Documents to the ServiceMax records for audit purposes
Creates follow-up work orders, ready to be scheduled and assigned
Posts a notification to Chatter or Zinc, improving your organization’s response time to escalations
ProntoForms integration points
ProntoForms can pull data from ServiceMax records of any Object type into your forms. ProntoForms can also create or update ServiceMax records with data from submitted forms. The following integration points in ProntoForms enable this type of communication:
Salesforce Connection—to establish a secure, OAuth connection between ServiceMax and ProntoForms
Salesforce Data Source— to use ServiceMax reports or Salesforce Object Query Language (SOQL) to pull data into ProntoForms
Salesforce Data Destination—to push data from ProntoForms to ServiceMax Objects
App-to-App Communication—to exchange data between the ServiceMax app and the ProntoForms app
Tip:ProntoForms supports both Salesforce sandbox and production environments.
Supported ServiceMax orgs, apps, and extensions
ProntoForms supports the following components:
ServiceMax Core org
ServiceMax Asset 360 org
Applications like ServiceMax Go, ServiceMax Zinc, and Salesforce Mobile Field Service