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Access Servicemax setup from lightning

Grill Chef
Grill Chef

Access Servicemax setup from lightning

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Possibly a stupid question but is there a way to access Servicemax setup from the lightning interface?

I've been able to add the Dispatch Console to lightning but I can't see how to add the Setup screen.

Cam.

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Employee
Employee

Re: Access Servicemax setup from lightning

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Hi Cameron,

For the ServiceMax Setup screen to become accessible you will need to setup a custom visualforce tab (in the Salesforce setup area). Ensure when setting up the tab the correct Salesforce profiles are given access for the tab to appear as an option in the lightning interface.

Here's a screenshot of the tab setup in one of my environments for reference:

Screen Shot 2017-07-21 at 10.07.28.png

Javed

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Retired
Retired

Re: Access Servicemax setup from lightning

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I'm not real familiar with the lightning interface, but we do have steps on how to add this in non-lightning interfaces.  Perhaps the steps are the same?

How Do I Add 'ServiceMax Setup' Link on the Home Page?

Message 2 of 6
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Grill Chef
Grill Chef

Re: Access Servicemax setup from lightning

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Thanks for that but unfortunately it doesn't help in Lightning. I've already followed those instructions several months ago so that we could get the link in the Classic Salesforce view.

However the link doesn't show up in Lightning.

Regards,

Cam.

Message 3 of 6
Employee
Employee

Re: Access Servicemax setup from lightning

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Hi Cameron,

For the ServiceMax Setup screen to become accessible you will need to setup a custom visualforce tab (in the Salesforce setup area). Ensure when setting up the tab the correct Salesforce profiles are given access for the tab to appear as an option in the lightning interface.

Here's a screenshot of the tab setup in one of my environments for reference:

Screen Shot 2017-07-21 at 10.07.28.png

Javed

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Message 4 of 6
Grill Chef
Grill Chef

Re: Access Servicemax setup from lightning

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Thanks Javed,

That's exactly what I needed.

Cam.

Message 5 of 6
Fry Chef
Fry Chef

Re: Access Servicemax setup from lightning

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Is this still the required way to access ServiceMax Setup in Lightning?  Or is there a pre-configured way to do it with more recent versions of the app?

 
 
 
 
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