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Asset 360 for Salesforce: Guide to the ServiceMax Community

Community Manager
Community Manager
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4 weeks ago

What is Asset 360 for Salesforce?

Here are a few of the key announcements

Asset 360 for SalesforceAsset 360 for Salesforce


Relevant Areas in this Community for Asset 360 Customers:

  • Entitlements (Warranties and Contracts):

Entitlements, Service Contracts, Warranties: What ServiceMax Customers are focused on

  • Installed Base Management:

Managing Your Installed Base: Topics, features, and business goals around your Assets

  • Parts Logistics:

Spare Parts, Returns & Depot Repair Management: Feature List and Business Goals

  • Preventive Maintenance:

Preventive Maintenance and Proactive Maintenance: Features and Business Goals

  • Service Flow/Process Manager:

Service Flow/Process Manager Feature Overview & Community Area for Discussions and Ideas


What Do People Have to Say About the Partnership?

TEC (Technology Evaluation Centers): New Salesforce Field Service Software Release Harnesses ServiceMax Asset 360

Excerpts from the article:

Salesforce is leveraging the asset management capabilities of ServiceMax, in a partnership that is expected to bolster the asset-centric field service capabilities of the CRM giant. Automation, predictive maintenance, and other capabilities will be enhanced to differentiate the customer service.

Service organizations are increasingly demanding preconfigured templates and best practices that meet their industry-specific needs. Salesforce has partnered with ServiceMax to deliver Asset 360 to improve its asset management capabilities. The partnership will enhance Salesforce’s asset-centric service, mobile debrief, contract invoicing, warranty and product recall, predictive maintenance, and other capabilities—and bring them on par with those of the FSM software players. This new set of asset management capabilities, co-developed by the two vendors, is being built on the Salesforce Field Service platform.

Salesforce and ServiceMax complement each other well, whereby Salesforce could also help ServiceMax with emerging field service technologies such as AI tools, digital assistants, and wearable IoT devices. It will take some time for the combined solution to get real-life complex use cases—that is, to evolve to a truly proven and scalable “first time fix” service solution. Still, it will give the likes of IFS, Microsoft Dynamics, Oracle, SAP, and others a run for their money.


Diginomica: Salesforce/ServiceMax detente continues with Asset 360 field service launch


Asset 360 for Salesforce combines ServiceMax's asset-centric background with the wider Salesforce Field Service offering. The resulting operational benefits are laid out to be:

  • Accelerating time-to-value to support asset-centric business processes with pre-configured templates and industry best practices.
  • Gaining greater visibility into warranty coverages and improving service margin by preventing uncovered work with warranty and entitlement management.
  • Maximizing contract attach rates and renewals by monitoring the install base to ensure warranty-to-contract conversion while delivering on entitlements.
  • Automating RMA/depot repair processes to efficiently manage returns, meet compliance and lower inventory costs with purpose-built interfaces.


IDC: The Salesforce and ServiceMax Strategic Partnership Builds on the Promise of End-to-End Field Servic...

This is only available with a subscription to IDC, but if you have it, it’s incredibly insightful and by one of the best Field Service Analysts around, @Aly Pinder.

A summary: This IDC Market Note provides an overview of the product launch of ServiceMax Asset 360 for Salesforce announced on September 1, 2020.

"Customer data and asset or product data have often been siloed sets of information with limited access or insight being provided to various stakeholders," states Aly Pinder, program director, Service Innovation and Connected Products, IDC Manufacturing Insights. "As equipment and assets become more intelligent and customers demand better visibility into the service experience, manufacturers will need platforms and solutions that can merge data from a variety of sources to deliver enhanced offerings and higher levels of support with the ultimate goal of faster resolution, better value, and increased efficiency."


Get Started!

ServiceMax Training: Asset 360 Digital Training

Documentation: Asset 360 Documentation

SFDC Information and Training:


About the Author
I'm obsessed with collaboration, networking, and social engagement. I'll work with clients on little things like @mentioning another admin in the thread, someone who is working on the same kind of project. Or big things, like getting a contact on an interview with Fortune Magazine or putting them on a huge keynote stage. Collaboration tools, fun in-person events, virtual calls and meetings, these are my areas to geek out, and helping you meet peers who are valuable connections is my work joy. At home, it's softball, Marlo (dog), Vermont, music.