Zenkraft Blog

Run your Logistics and Post-Purchase Experience on the Salesforce Platform.

5 awesome shipping reports

Published on 18 September 2018 by in salesforce usps fedex reports 

A lot of our customers purchase our app to automate processes. They don’t realize how powerful the reporting capabilities are.

Well, the secrets out! 

We hope you will take advantage of this additional benefit of shipping from Salesforce by creating these 5 shipping reports. 

1. Late Shipments shows all shipments that have missed SLA. Great for building process builder tasks to alert customers, but also for auditing bills with your carrier/LSPs.

2. Un-Used Return Labels shows all labels that have been generated for returns, however they have not entered the carrier’s system yet.

3. Shipment Cost can show the cost of shipping to a particular account, but also by time period.

4. Shipment growth over time View shipment growth week-by-week. This can help with planning and forecasting peak delivery times:

5. Shipments Issues identify shipments with issues quickly and alert customers and/or contact your carrier to ensure they’re fixed quickly:

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Field Service Lightning Shipment object: FedEx, UPS, DHL, USPS

Published on 17 September 2018 by in  

The Shipment object that is included with Field Service Lightning is a great way to track Product Transfers between warehouse locations. Wouldn’t it be great if when you created a shipment object in Field Service Lightning, the shipment was actually booked with the carrier and tracking data automatically updated every hour in Salesforce? With Zenkraft, it’s simple – and takes about 15 minutes to setup.

1. Install the Multi-Carrier App from the AppExchange:

2. Create your shipping preference (if you want to just test this out, use this FedEx test account)

3. Create a lookup field from the Multi-Carrier Shipment object (zkmulti__MCShipment__c) to the Shipment Field Service Lightning object

4. Create a Custom Address Source following the guide here:

1.We use the “Ship From” and “Ship To” fields on the Shipment object to map the sender/recipient data:

2. For service type e.g. “ground”, “priority”, “express” we created a select list similar to that on the Return Order object called “Shipment Type” and mapped the options to UPS service types e.g. “Standard” = “UPS Ground”:

3. We mapped the remaining fields in the Custom Address source and saved it, noting the Salesforce ID.

4. Finally, we had to setup a Process Builder to auto-create the Zenkraft Shipment (and book it with the carrier) once a Shipment object was created. The Custom address Source ID and the Shipment ID are passed in as parameters:

5. Activate the Process Builder and create a Shipment to test. You should see a Zenkraft Shipment booked with the carrier with a tracking number, cost data and shipping label 

as an attachment. If you need to debug the process builder task go to setupapex jobs.

6. Lastly, you should create a second process builder to move some of the important shipping fields from the Zenkraft Shipment object back onto the Field Service Lightning Shipment object. Fields include: tracking number, shipment cost, estimated delivery date and real delivery date:

If you’re having issues getting setup. Please contact us.

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Bulk Ship to any object in Salesforce

Published on 10 September 2018 by in  

Zenkraft Multi-Carrier now supports bulk shipping out of the box. With 5 minutes of setup you can be mass shipping to any object in Salesforce. Follow the steps in the video below to start bulk shipping.

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FedEx and UPS Freight now part of Multi-Carrier!

Published on 17 July 2018 by in ups multi-carrier fedex freight 

Do you ship Freight too? Our Multi-Carrier App now supports FedEx Freight and UPS Freight. This means you can generate BOLs (Bill of Ladings) directly from Salesforce! Service types include:

  • FedEx – FedEx Freight Economy, FedEx Freight Priority, International Freight Economy and International Freight Priority
  • UPS – UPS Freight LTL, UPS Freight LTL Guaranteed, UPS Freight LTL Guaranteed A.M. and UPS Standard LTL

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Products and Shipments with Orders Report

Published on 22 May 2018 by in salesforce reports 

Important – This report must be done in Salesforce Classic as the joined report function is not available yet.

Step 1

Create a report for ‘UPS Shipments with Order’

Step 2

Select Report type ‘Joined’. This will allow you to add other relationships to the report.

Step 3

Click add report type

Step 4

Add a new ‘Orders with Products’ Report type.

This is what you should see

Step 5

Remove order number from each of the reports

Step 6

Add order number into here:

Step 7

Add the following filter:

Order: Status equals “Activated, Replacement Shipped, Replacement received, Delivered”

Step 8

Save the report

Final Result

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