ServiceMax activities
- Creating or editing a ServiceMax endpoint
ServiceMax endpoints provide information that Studio and the Integration Appliance use to connect to a ServiceMax instance. - Configuring ServiceMax activities
Selecting fields from the ServiceMax object to map is one of the tasks you must complete to configure a ServiceMax activity. For more information about the configuration tasks in the Checklist, see the help topic for the specific ServiceMax activity. - Setting ServiceMax configuration properties
Any changes you make to configuration properties affects all orchestrations that use that endpoint. The edits are global, not local. - Specifying the Retry and Time Out parameters for ServiceMax activities
Specifying the Retry and Time Out parameters is one of the tasks you must complete to configure a ServiceMax activity. The ServiceMax Connector uses an HTTP 1.1 persistent connection over SSL to make all connections to the ServiceMax server. The ServiceMax connector compresses all data for requests and responses using the gzip format. - Understanding and setting polling preferences for the ServiceMax connector
- Poll Updated Objects activity
This activity polls the ServiceMax Server for objects that have been recently created or updated and returns all the object fields that you selected in the configuration panel to the Integration Appliance. In Studio, configure the polling interval for the activity. - Get Updated Objects
- Poll Deleted Objects activity
This activity polls the ServiceMax Server for objects that have been recently deleted and returns IDs to the Integration Appliance. - Get Deleted Objects
This activity retrieves the list of individual objects that have been deleted within the specified time-span for the specified object. - Create Objects activity
Use this activity to create one or more ServiceMax objects. In the Activities tab, open the ServiceMax directory to find the Create Objects activity. - Update Objects activity
Use this activity to update existing objects in ServiceMax. - Upsert Objects activity
Use this activity to update existing objects or create new objects in ServiceMax. - Delete Objects activity
Use this activity to delete one or more objects in ServiceMax. While the Salesforce.com API limits the number of objects that it can delete in a single call to 200 objects, the Cast Iron® ServiceMax connector does not have such a limit. You can use the Delete Objects activity to delete an unlimited number of objects. - Undelete Objects activity
- Retrieve Objects activity
Use this activity to retrieve one or more ServiceMax objects of a specified type. While the Salesforce.com API limits the number of objects that it can retrieve in a single call to 2,000 objects, the Cast Iron ServiceMax connector does not have such a limit. You can use the Retrieve Objects activity to retrieve an unlimited number of objects. - Query Objects activity
Use the Sforce Object Query Language (SOQL) to run a query on one or more Salesforce.com object types from this activity and return a results set. The Query Objects activity automatically runs a query or queryAll call, followed by continuous queryMore calls for all children and objects returned from Salesforce.com. - Configuring the Query Objects activity
You must create a Sforce Object Search Language (SOSL) query to configure the Search Objects activity. The following sections discuss the steps to configure the Search Objects activity, create an SOSL query, and provide SOSL syntax rules for IBM® Cast Iron. - Search Objects activity
- Configuring the Search Objects activity
You must create an Sforce Object Search Language (SOSL) query to configure the Search Objects activity. - Convert Lead activity
Use this activity to convert leads into accounts, contacts, or opportunities in ServiceMax. While the Salesforce.com API limits the number of objects that it can convert in a single call to 100 objects, the Cast Iron ServiceMax connector does not have such a limit. You can use the Convert Lead activity to convert an unlimited number of objects. - Merge Objects Activity
Use this activity to merge ServiceMax objects into a single record. - Get User Information activity
Use this activity to get user information from the ServiceMax server. In the Activities tab, open the ServiceMax directory to find the Get User Information activity. - Get Server Timestamp activity
Use this activity to get the current time from the ServiceMax server. In the Activities tab, open the ServiceMax directory to find the Get Server Timestamp activity. - Send email activity
Use this activity to send single or multiple emails. The emails include all standard email attributes such as the email address, subject line, and carbon copies. - Set password activity
Use this activity to change the password of a user or SelfServiceUser to a value that you specify. - Reset password activity
Use this activity to reset the password of the user to a system-generated value.