servicemax administration Practice Questions & Answers (Set 2) | CodeWme
#1 Which types of coverage can be added to a Service/Maintenance contract? (Choose 3) Select all that apply
✅ Answer: Accounts, Covered Locations, Covered Products
Service Contracts can cover assets at the specific Installed Product level, the Location level (all products at a site), or the Account level (all products owned by a customer).
#2 Which high-level components are configured within an auto-entitlement rule? (Choose 4) Select all that apply
✅ Answer: Conflict Resolution, Coverage Scope, Criteria, Matching & Logic
Auto-entitlement rules require Criteria (when to run), Matching (how to find contracts), Scope (what qualifies), and Conflict Resolution (how to handle multiple matching contracts).
#3 An administrator wants to review some of the default settings existing for Automatic Entitlement, but doesn't need to modify any settings. What path would the admin follow to accomplish this? Select 1
✅ Answer: ServiceMax Setup > App Administration > Modules
To simply review the baseline or default configurations without altering specific user/group profiles, admins check the Global settings within App Administration > Modules.
#4 Which Installed Product Timeline category requires both a start and end date? Select 1
✅ Answer: Timespan Event
Timespan events visually represent a duration (like an active contract or a long repair period) on the timeline, therefore requiring both start and end parameters.
#5 Which statements about Available Services are true? (Choose 2) Select all that apply
✅ Answer: They can be reused across multiple Service Plans, They define the catalog of services a company offers
Available Services act as a master catalog of what the service organization provides. They are meant to be generic so they can be mapped to various Service Plans.
#6 On a Location record, the Add Installed Product SFM transaction should be visible but unavailable (greyed out) until the Latitude and Longitude fields are populated. Where should this be configured? Select 1
✅ Answer: Within Wizard Step Properties, in the Criteria to Enable This Step field
Criteria to Enable allows the button to remain visible (so users know it exists) but disabled (greyed out) until the specific criteria are met.
#7 Which statements about Technical Attribute Templates are true? (Choose 2) Select all that apply
✅ Answer: Attribute Templates define which Technical Attributes apply to an Installed Product, Templates organize Technical Attributes into logical sections
Templates bundle specific attributes (like voltage, firmware version) and organize them into manageable UI sections for specific types of equipment.
#8 Iniscope wants to perform preventive maintenance on critical equipment only when performance metrics indicate wear or an increased risk of failure, rather than on a fixed schedule. Which type of preventive maintenance should they use? Select 1
✅ Answer: Condition-based preventive maintenance
Condition-based PM triggers work orders based on actual equipment health data or metrics reaching specific thresholds, rather than calendar dates.
#9 Which of the following is NOT component of an SFM Transaction? Select 1
✅ Answer: Wizards
Wizards are a separate structural component used to group and display SFM Transactions on the UI. They are not a building block of the transaction itself.
#10 Which of the following are benefits of using Field Change Orders (FCO)? (Choose 3) Select all that apply
✅ Answer: Ensure standards of compliance are maintained for installed products across all customer sites, Identify installed products in need of a recall or modification, Locate serialized or batched inventory affected by a modification or recall
FCOs are specifically designed for mass campaigns, recalls, and compliance tracking against specific assets and inventory batches.
#11 An organization needs to apply different ServiceMax behavior to subsets of users while keeping all users on the same Salesforce Profile. What should the administrator configure? Select 1
✅ Answer: User-Based Group-Wide Configuration Profiles
User-Based Group Profiles allow admins to override Salesforce profile limitations by grouping specific users together to control granular ServiceMax settings.
#12 Which statements about updating Technical Attributes are true? (Choose 2) Select all that apply
✅ Answer: Technical Attributes can be updated through integrations, Users can manually update Technical Attribute values only when the Allow to Edit Attributes setting is enabled in the Core – Technical Attributes LWC component.
Technical Attributes are dynamic. They are frequently updated by IoT integrations, or by users if the specific LWC setting grants them editing access.
#13 How does ServiceMax determine which Technical Attribute Template is applied and displayed on an Installed Product record? Select 1
✅ Answer: Based on Application Criteria defined on the Attribute Template (product, product line, product family, or a combination)
The Application Criteria dynamically evaluates the asset's product hierarchy to render the correct technical data template.
#14 Where can an administrator enable or disable automatic entitlement? Select 1
✅ Answer: Group-Wide Configuration Profile Settings
The master switch to turn on or off the auto-entitlement engine for specific groups of users is located in the Group-Wide Configuration Profile settings.
#15 Which type of record can be automatically generated as a result of preventive maintenance configuration and execution of a PM Process? Select 1
✅ Answer: Work Orders
The output of a successful PM Process execution is the automatic creation of Work Orders needed to perform the required maintenance.
#16 What triggers auto-entitlement to evaluate and apply coverage? Select 1
✅ Answer: Saving a Work Order or Case with Perform Auto Entitlement checked
Auto-entitlement relies on the 'Perform Auto Entitlement' flag being true during the save event of the record to initiate the background logic.
#17 True or False: Time-based preventive maintenance allows coverage by Product, Account, or Location. Condition-based preventive maintenance is limited to Product coverage only. Select 1
✅ Answer: True
Because Condition-based PM relies on Technical Attributes (which are tied strictly to the physical Installed Product), it cannot be executed broadly at the Account or Location level.
#18 SFM Expressions can be used to control which of the following? (Choose 2) Select all that apply
✅ Answer: When a wizard step is enabled or disabled, When an SFM transaction is available to users
Expressions are essentially logic filters used in Wizard criteria and Qualification criteria to determine if a user should be able to access or click a specific action.
#19 What is the primary purpose of Service Offerings in ServiceMax Core? Select 1
✅ Answer: To define quantities, limits and coverage levels for Available Services on a Service Plan
Service Offerings take the generic 'Available Service' and apply the specific business logic (e.g., limits, discounts, or included quantities) for a specific Service Plan.
#20 An administrator is configuring a multi-step SFM wizard and wants users to move directly from one transaction page layout to the next without returning to the original record page. Which Wizard step feature allows this behavior? Select 1
✅ Answer: Handover
The Handover feature links the 'Save' action of one SFM directly into the launch of the next SFM in the sequence.