This Best Practices Guide contains performance improvement recommendations for a ServiceMax mobile application. These configuration guidelines help you achieve better application performance by ensuring to download only relevant data to the device. The recommendations given below are grouped based on features:
This section provides a context for the optimal event window configuration.
Event window configuration option allows you to define a time range based on which events can be pre-downloaded to your mobile device. It allows you to configure certain number of days in the past and future so that the events scheduled during those days can get downloaded. When events get downloaded, the associated records such as the work order and the related work details will also get downloaded. It means that the long event window time range selection can lead to large amount of data download. In addition, the amount of data that gets downloaded using the Advanced Download Criteria is also based on the event window configuration.
Keep event window small: It is recommended to keep the event window date range at a minimum. It is not advisable to select the date range longer than 10 days.
This section specifies the recommended approach for effective event management.
1. Archive older events: The high volume of historic events in your Salesforce org can slow down the performance of the application because of the considerable number of records that can get included in the query. In such cases, it is recommended to have an archival policy for the salesforce orgs with more than ~200K.
2. Do not delete and recreate events: It is recommended that you avoid deleting and recreating events associated to the same reference record (E.g. same work order). The recreated event is treated as a new record and can lead to duplicate download of associated records like work orders and work order details.
Advanced Download Criteria (ADC)
This section provides information on the recommended usage of Advanced Download Criteria. The primary purpose of the Advanced Download criteria is to download records related to an object associated with the event window. For example, you can download all Accounts related to work orders in the event window, or download all Installed Products for the work order location.
This section provides information on the recommended usage of Download Criteria. The primary purpose of the Download Criteria is to download non-transactional master data like Accounts, Contacts, Installed Products etc.
Global Settings for Synchronization
This section provides information on how to use global settings to ensure performance improvements.
Profiles and Permissions
This section provides suggestions on how to manage profiles and permissions for improving the application performance.
SFM Process Assignment
This section helps you understand how to use SFM processes judiciously to improve performance.
Create a ‘placeholder’ profile for unused SFM processes: Please note that an SFM process which is not assigned to any profile is automatically assigned to all the profiles. While this can reduce the number of steps required to add an SFM process to the profiles, it can adversely affect the application’s performance. If more number of SFM processes are assigned, it might require more time for synchronization. Follow the guidelines given below while you assign SFM processes to profiles:
This section provides guidelines on optimizing Pricebook downloads.
IB App Configurations
External Data Integration
The same guide is also available as part of user docs at the following location:
And as a pdf at the following location:
Special thanks to Ranga Vaithyalingam for putting this guide together!
Thanks for publishing a Document on Mobile Configuration on Best Practices. I need a clarity on your suggestions on Profiles & Permissions. Are you suggesting to create multiple Salesforce Profiles for a Technician, if he uses Laptop, iPad & iPhone? One salesforce profile can only be assigned to one ServiceMax profile & so we cannot manage different SVMX Permissions with a single sfdc profile.