To prepare for success on your certification exam, be sure you are familiar with the topics below. Reference your course notes and visit for applicable information on the topics.

About the Exam

  • Passing score: 75%
  • Content: 60 multiple-choice, multiple-select, and true/false questions
  • Time allotted to complete the exam: 90 minutes
  • Delivery method: online via the ServiceMax LMS
  • References: help site and course materials
  • Prerequisite: course attendance highly recommended
  • Registration/Retake Fee: $200 USD
  • Register here

SVMX101 Certification Exam
Study Topics

ServiceMax Basics

  • Access ServiceMax documentation

Salesforce Basics

  • Manage Salesforce user records
  • Modify an object's attributes for accurate data entry
  • Set up a Salesforce List View to list an Object's records
  • Use Salesforce Record Types to provide different Work Order page layouts for different profiles

ServiceMax Profiles

  • Create and use Salesforce profiles to assign Salesforce permissions and associate with a ServiceMax Group Wide profile to manage ServiceMax settings
  • Use Group Wide Profiles to manage ServiceMax settings by group

Account, Location, and Installed Product Records

  • Set up and maintain Location records in a proper hierarchy for customer site addresses, partner locations, Technician home addresses, and stock locations, including mobile locations
  • Set up and maintain Installed Product records in a proper hierarchy

Service Resources

  • Set up and organize Service Resources in ServiceMax and associate with a Salesforce user for access to mobile apps when necessary

Warranties & Service Contracts

  • Set up Warranties and Service Contracts and the ability to create them either manually or automatically so Work Orders can be entitled manually or automatically
  • Set up the ability to entitle Work Orders either manually or automatically

Service Flow Manager Basics

  • Create and provide access to SFM views and transactions to create, edit, or view Work Order and related records on either the browser or mobile device
  • Set up a simple Output Document and provide the ability for users to generate it
  • Set up an SFM Wizard to display SFM Transactions, Checklists, Custom Actions, and Output Documents according to the logged-in user's profile
  • Set up SFM searches and configure who can access them using Group Wide profiles

Dispatch Console Basics

  • Set up Dispatch Console and Dispatchers, and provide access to Work Orders, Service Teams, Technicians, and Resources
  • Use the Dispatch Console as a Dispatcher to assign Work Orders to Service Resources

Mobile Configuration Basics

  • Set up mobile sync and configurations, and troubleshoot and fix sync and configuration issues
  • Use the appropriate ServiceMax mobile app as a Technician to perform day-to-day tasks

SVMX201 Certification Exam
Study Topics

Advanced SFM Configuration

  • Configure the page layout of an SFM Transaction for ease of use and accurate data entry
  • Create an SFM Transaction that can be executed according to a schedule instead of launched by the user
  • Create and configure an SFM Wizard so the Wizard appears and buttons are enabled only in the appropriate desired conditions
  • Set up an SFM transaction that can be launched from a related record
  • Write an expression that can be used to filter records or for data validation

Preventive Maintenance Plans

  • Create a Preventive Maintenance Plan that can automatically generate PM Work Orders based on a time schedule or condition

Service/Maintenance Contracts & Entitlement

  • Create a Service Plan that contains coverages, pricing, and SLA terms that can then be used to create a Service/Maintenance Contract
  • Set up the ability to entitle a Work Order that has multiple Products Serviced lines

Advanced Dispatch Console Configuration

  • Customize the Dispatch Console for ease of use and alignment with business processes
  • Set up an Immediate Dispatch Process to assign Work Orders without the use of the Dispatch Console
  • Set up the ability to locate Technicians on the Dispatch Console Map so their routes can be determined and they can be assigned based on proximity to a Work Order
  • Set up the ability to perform searches on the Dispatch Console that quickly identify qualified Technicians based on the selected Work Order

Inventory Management

  • Set up an inventory management process that can track the transfer and consumption of parts and returns so that accurate inventory amounts are maintained, and Technicians can request and receive a part when needed

Migration Tool

  • Use the Migration Tool to transfer data between a target and a source org for the purpose of setting up new ServiceMax orgs for user testing and upgrades

Install & Upgrade

  • Set up a new ServiceMax org or perform an upgrade using the Configurator to properly load the default configuration

Get Price Configuration

  • Set up Get Price to automatically calculate the price on a Work Order that has been entitled

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