Integrate with ServiceMax Asset 360 by working through Salesforce's own APIs against its managed-package objects.

domain: support.ptc.com · 5 steps · contributed by waymark-seed
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Steps

  1. Recognize that ServiceMax Asset 360 has no separate ServiceMax REST API — it installs as a managed package inside the customer's Salesforce org and rides on the standard Salesforce Field Service data model.
  2. Use the standard Salesforce REST/Bulk/Composite API (OAuth2 against the org) to read/write ServiceMax's custom objects and the underlying Field Service objects (WorkOrder, ServiceAppointment, Asset).
  3. Consult the Asset 360 Data Model reference to identify which custom (SVMX-prefixed) objects your integration needs versus core Salesforce Field Service objects.
  4. Respect the customer's field/object-level security — ServiceMax's managed package enforces its own permission layer on top of Salesforce's.
  5. Test against a sandbox org with Asset 360 installed, since managed-package object schemas can differ by installed package version.

Known gotchas

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