ServiceMax connection

Introduction

A ServiceMax connection, created using the ServiceMax connector, establishes access to ServiceMax. Once a connection is configured, you can create instances of Salesforce activities associated with that connection to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Note

This connector supports the Enable Re-authentication on Change organization policy. If enabled, a change to the Server Host or Username in this connection requires users to re-enter the Password and Security Token for the connection.

Create or edit a ServiceMax connection

A new ServiceMax connection is created using the ServiceMax connector from one of these locations:

The design component palette's Project endpoints and connectors tab (see Design component palette).
The Global Connections page (see Create a global endpoint in Global Connections).

An existing ServiceMax connection can be edited from these locations:

The design component palette's Project endpoints and connectors tab (see Design component palette).
The project pane's Components tab (see Component actions menu in Project pane Components tab).
The Global Connections page (see Edit a global endpoint in Global Connections).

Configure a ServiceMax connection

Each user interface element of the ServiceMax connection configuration screen is described below.

ServiceMax connection configuration

Tip

Fields with a variable icon support using global variables, project variables, and Jitterbit variables. Begin either by typing an open square bracket [ into the field or by clicking the variable icon to display a list of the existing variables to choose from.

Connection Name: Enter a name to use to identify the ServiceMax connection. The name must be unique for each ServiceMax connection and must not contain forward slashes (/) or colons (:). This name is also used to identify the ServiceMax endpoint, which refers to both a specific connection and its activities.
Server Host: Enter the URL of the Salesforce server. If you are using a production instance, leave the default URL as https://login.salesforce.com. If you are using a sandbox instance, select the Sandbox checkbox below.
Sandbox: If you are using a Salesforce sandbox instance, select this checkbox to toggle the Server Host field above to https://test.salesforce.com.
Username: Enter the username for the Salesforce account. A Salesforce account that does not have multi-factor authentication (MFA) enabled is required.

To configure a Salesforce account without MFA, make sure that the Permission Set assigned to the Salesforce system integration login does not have the selection Multi-Factor Authentication for API Logins. System integration login types are exempt from Salesforce's MFA requirement, as described by Salesforce in Is MFA required for my integration users? in their documentation Salesforce Multi-Factor Authentication FAQ.
Password: Enter the password for the Salesforce account.
Caution

A Salesforce password that uses extended ASCII characters, such as £, may cause the following error when fetching data during activity configuration:
```
Invalid username, password, security token; or user locked out. [INVALID_LOGIN]
```
In this case, the connection test may still be successful. If you receive this error during activity configuration and are using special characters in the password, try changing the password.
Security Token: If required, enter the security token associated with the Salesforce account. Depending on your Salesforce security configuration, you may be able to clear this field. Check with your Salesforce administrator. For more information, see Salesforce documentation for Reset Your Security Token.
Test: Click to verify the connection using the provided credentials.
Save Changes: Click to save and close the connection configuration.
Discard Changes: After making changes to a new or existing configuration, click to close the configuration without saving. A message asks you to confirm that you want to discard changes.
Delete: After opening an existing connection configuration, click to permanently delete the connection from the project and close the configuration (see Component dependencies, deletion, and removal). A message asks you to confirm that you want to delete the connection.

Next steps

Menu actions for a connection and its activity types are accessible from the project pane and design component palette. For details, see Actions menus in Connector basics.

After configuring a ServiceMax connection, you can configure one or more ServiceMax activities associated with that connection to be used either as a source to provide data to an operation or as a target to consume data in an operation, or you can use the ServiceMax connection in a script.

Configure activities

There are eleven activities available, five standard and six bulk activities. Bulk activities should be used only if you do not need to use a transformation to change data prior to reaching the target.

Query: Queries data from ServiceMax and is intended to be used as a source to provide data in an operation.
Insert: Inserts new data into ServiceMax and is intended to be used as a target to consume data in an operation.
Update: Updates existing data in ServiceMax and is intended to be used as a target to consume data in an operation.
Upsert: Both updates existing data and inserts new data into ServiceMax and is intended to be used as a target to consume data in an operation.
Delete: Deletes data from ServiceMax and is intended to be used as a target to consume data in an operation.
Bulk Query: Queries a large number of records from ServiceMax and is intended to be used as a source to provide data in an operation.
Bulk Insert: Inserts a large number of new records into ServiceMax and is intended to be used as a target to consume data in an operation.
Bulk Update: Updates a large number of existing records in ServiceMax and is intended to be used as a target to consume data in an operation.
Bulk Upsert: Both updates a large number of existing records and inserts a large number of new records into ServiceMax and is intended to be used as a target to consume data in an operation.
Bulk Delete: Deletes a large number of records from ServiceMax and is intended to be used as a target to consume data in an operation. Deleted records are stored in the ServiceMax Recycle Bin prior to being permanently deleted.
Bulk Hard Delete: Hard deletes a large number of records from ServiceMax and is intended to be used as a target to consume data in an operation. Hard deleted records automatically become eligible for deletion.

Use ServiceMax connections in scripts

ServiceMax connections can be referenced in a script using script functions that use a salesforceOrg as a parameter. For more information, see Use Salesforce functions, the same information applies to ServiceMax connections as well.