Follow these study guides to make sure you're up to speed with each topic in order to pass the SVMX101 or the SVMX201 Certification Exam.

SVMX101 Certification Exam
Introduction to ServiceMax Administration

Prepare to take the SVMX101 Certification Exam by making sure you can achieve each of these objectives.
  • Access ServiceMax documentation
  • Associate Salesforce profiles with ServiceMax group profiles to manage ServiceMax configuration profile settings
  • Manage Salesforce group profiles and permissions
  • Modify an Object's attributes for accurate data entry
  • Use Salesforce Record Types to provide different Work Order page layouts for different profiles
  • Understand object relationships 
  • Set up and maintain Location records and hierarchy for customer site addresses, partner locations, technician home addresses, and stock locations, including mobile locations
  • Set up and maintain Installed Product records and hierarchy
  • Set up and organize service team, dispatcher, and technician structure
  • Manage technician and team attributes for Dispatch Console
  • Set up Warranties and Service Contracts and the ability to create them either manually or automatically
  • Set up the ability to entitle Work Orders either manually or automatically
  • Create, use, and understand the different types of FCO searches and the benefits of using FCO functionality
  • Modify configuration profile settings to control FCO batch sizes
  • Execute the process of configuring an FCO as an administrator, using configuration templates and mappings
  • Complete a field change order, create a search using search parameters, and generate different types of delivery methods as an end-user
  • Create and provide access to SFM views and transactions to create, edit, or view Work Order and related records on either a laptop or mobile device
  • Set up an SFM Wizard to display SFM Transactions, Checklists, Custom Actions, and Output Documents according to the logged-in user's profile
  • Create and configure an SFM Wizard so the Wizard appears, and buttons are enabled only in the appropriate desired conditions
  • Set up a simple Output Document and provide the ability for users to generate it
  • Configure who can access SFM Searches using ServiceMax group profiles
  • Navigate and configure Dispatch Console as an end-user (dispatcher)
  • Use Dispatch Console to manage work order scheduling and assignment
  • Create and provide access to SFM views and transactions to create, edit, or view Work Order and related records on a mobile device
  • Provide access to SFM searches on mobile devices
  • 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
ServiceMax Advanced Administration

Prepare to take the SVMX201 Certification Exam by making sure you can achieve each of these objectives.
  • Configure a Lookup filter and Form Fill on an SFM Transaction page layout 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
  • Configure a Linked SFM transaction
  • 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
  • Create and assign an SFM Search
  • Create a Preventive Maintenance Plan that can automatically generate PM Work Orders based on a time schedule or condition
  • Create Task Templates and a Master Task Template to:
    • Map one set of required parts to a PM work order, regardless of the number of products serviced.
    • Map required part(s) to a PM work order for each product serviced.
  • Configure settings and enable dynamic coverage on PM Plans associated to Service Contracts
  • 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
  • Configure an Auto Entitlement Rule
  • 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
  • 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
  • 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
  • Set up a new ServiceMax org or perform an upgrade using the Configurator to properly load the default configuration
  • Set up Get Price to automatically calculate the price on a Work Order that has been entitled