Has anyone been using ServiceMax with Salesforce Lightning?

[sperez]

Any better details on getting the Dispatch Console link and SFM Wizards to display?

[ajohnson]

I have been playing around with it in one of our SBs and have found most things are working. I've only just started this past weekend after attending the #lightningnow tour by SFDC. You'll need to make sure you have the SFM Wizards available as VF pages then add those to the page layouts. In our org they were made available via the ServiceMax Configurator during an upgrade but we are still using the S-Controls on our page layouts. I switched them in the SB and then they show in Lightning. However, you currently do not have access to check the box to allow them to be used as components. I have posted and idea for that   There is documentation that handover SFMs will not work, but I have not tested that yet. There is also some guidance for the DC at How to Add Dispatch Console to Lightning After Upgrading to ServiceMax Summer 16

[richard_lewis]

Hi Aine Johnson and Shiva Perez , can you share with the community how Salesforce Lightening is working for you now you have been using it for a while? 

We are looking at moving over at some point and are very interested to learn about any challenges. 

One thing we have been told is that there is a Salesforce limit to the number of formula fields Lightening can handle.

Thanks in advance for your help. 

Regards, Richard 

[ajohnson]

I am no longer using ServiceMax in my current job. Sorry - wish I could be more help.

[sharath_sathees]

Probably good to check with Smax team on whether there is a tool that can be used to identify "items that need changing" in order to have a seamless SMax experience with lightning enabled (similar to the option that Salesforce provides which runs a report on the org and lists conflicting components).

[richard_lewis]

Not to worry. Thanks Aine. 

Regards, Richard

[omarrodriguez]

Enabling Custom Links:

Salesforce Lightning UI – Enabling Custom Links

https://userdocs.servicemax.com/ServiceMaxHelp/182/en_us/svmxhlp.htm#LightningUICodeSnippets.htm?Hig...

Dispatch Console

1. Create Visualforce pages for the Dispatch Console component by using the following code:

<apex:page >
<script type="text/javascript">
   window.onload = newWindowDC();

   function newWindowDC(){
      var urlString = '/apex/SVMXC__Dcon_DispatchConsole_JS?isdtp=mn';
      try{
         var strCommunityName = '';
         strCommunityName = "{!$Site.Prefix}";
         if(strCommunityName.length != 0)
           urlString = strCommunityName+urlString;
         window.open(urlString, '', 'resizable=1,status=0,toolbar=0,menubar=0,scrollbars=1');
   }
    catch(err){
         window.open(urlString, '', 'resizable=1,status=0,toolbar=0,menubar=0,scrollbars=1');
   }

   //Navigate back to previous page
   if( (typeof sforce != 'undefined') && (sforce != null) ) {
      sforce.one.back();
   }
  }
</script>
</apex:page>

1. Create Visualforce tabs and associate them with the Visualforce pages created in the above step.

[beth_koehl]

We have been using SF Lightning with ServiceMax (we are on Autumn 17) since April of 2018.  Everything functions just fine but the ServiceMax screens in Lightning are indeed 'ugly' compared to the sleek Lightning page design.

Nice-looking Lightning:

Not-so-nice-looking ServiceMax:

Can't wait for better ServiceMax UI!

[nick_sauer]

If you go to settings you can enabled the SVMXC Lightning UI which matches Salesforce.  See latest release documentation for your version (18.2 and up I believe).

[beth_koehl]

Excellent, another reason to upgrade to the latest release here very soon!

[dana_soza]

@chuck_davies @paul_schultz (not sure of Bill's member name) here are a bunch of customers discussing using Lightning.  Feel free to "@ mention" them to see how it's going.

Also, @kishan_kumar and @carlos_mira I believe Schneider and Tecpetrol have moved to Lightning.  Could you tag them here to see if they could give their 2-cents on how Lightning is for them? I know @jeff_mallett was asking for references of customers who are on Lightning so wanted to tag you too.

@Anita_Dsouza would happen to know how many customers have moved to Lightning, and if you've seen any issues come up for anyone? 

[#12]

I managed to add links to the ServiceMax setup and Dispatch console by using the following as links in rich text areas on the home page:

/apex/SVMXC__Dcon_DispatchConsole_JS?isdtp=mn
/lightning/n/Servicemax_Setup

Not sure if this is what everyone is looking for but it was a solution for my problem.

[#13]

I managed to add links to the ServiceMax setup and Dispatch console by using the following as links in rich text areas on the home page:

/apex/SVMXC__Dcon_DispatchConsole_JS?isdtp=mn
/lightning/n/Servicemax_Setup

Not sure if this is what everyone is looking for but it was a solution for my problem.

[#14]

I managed to add links to the ServiceMax setup and Dispatch console by using the following as links in rich text areas on the home page:

/apex/SVMXC__Dcon_DispatchConsole_JS?isdtp=mn
/lightning/n/Servicemax_Setup

Not sure if this is what everyone is looking for but it was a solution for my problem.

[#15]

I managed to add links to the ServiceMax setup and Dispatch console by using the following as links in rich text areas on the home page:

/apex/SVMXC__Dcon_DispatchConsole_JS?isdtp=mn
/lightning/n/Servicemax_Setup

Not sure if this is what everyone is looking for but it was a solution for my problem.

[elina_ristila]

We have added Lightning wizards to our pages when 19.1 wizard was installed. Our SF team also added Dispatch console and ServiceMax Setup links (two lightning components) to utility bar. This utility bar (two lightning components) is always visible on the lower part of window.


We recently installed 19.2 version which allowed us to hide classic wizards and also add ServiceMax setup to Navigation Items