This video produced in 2015 walks you through the steps to upgrade your current instance of
Salesforce to a newer version of ServiceMax. The two steps are:
1) Install ServiceMax Package
2) Install ServiceMax Default Configuration
Does this video still pertain to the current upgrade for Summer 16', or have there been changes?
This will be my first time going through an upgrade and it would be very helpful to have some sort of guideline for the process and knowing how much time is needed to dedicate to the entire process.
Rupali Hindocha Can you please assist Sonia to confirm this video is up to date?
Hi Sonia Genesse,
The video available here is bit older . Please refer below details from Online Help and Knowledge base Article for upgrade updated content and considerations.
Package Installation : https://userdocs.servicemax.com/ServiceMaxHelp/Summer16/en_us/svmxhlp.htm#INS02.htm#INS02-03642b3b9347ca42c9b00b820c00c373fa=2%3FTocPath%3DSetup%7CServiceMax%2520Suite%2520Installation%7CInstall%2520ServiceMax%2520Package%7C_____3
Seed data Load : https://userdocs.servicemax.com/ServiceMaxHelp/Summer16/en_us/svmxhlp.htm#INS04.htm%3FTocPath%3DSetup%7CServiceMax%2520Suite%2520Installation%7CLoad%2520Default%2520Configuration%2520and%2520Page%2520Layouts%7C_____0
Knowledge Base article : Logging an Upgrade Case
Thankyou so much for the update, much appreciated!
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