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.

• 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

• 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