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Zenkraft Blog

Zenkraft Blogs about Logistics, LSPs, Integration with CRM, ERP and WMS applications.

Self-service Returns and Order Status using Einstein Bots

Published on 18 September 2018 by in  

During the holiday season research suggests that 70-80% of customer inquiries are WISMO (where is my order). This is the perfect use case for a chat bot.

We’ve just extended our Multi-Carrier app to support Einstein Bots. This means that Customer Service can be taken to a whole new level of automation.

Using our three new methods, Service Cloud customers can:

1. Provide WISMO updates

2. Create return shipping labels for existing orders.

3. Re-schedule deliveries.

The power of the Salesforce platform means that the Bots are 100% configurable and the Zenkraft Actions can be easily added to existing Bot implementations.

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5 awesome shipping reports

Published on 18 September 2018 by in usps salesforce fedex 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: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000DvLFvUAN

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: https://zenkraft.com/docs/multi/custom-address-source

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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Report on unused RMA labels

Published on 01 May 2018 by in salesforce fedex reports returns 

If you have sent our an RMA label for a customer to return a faulty product, this report will show you exactly how many of them are still outstanding.

Step 1

Create a report for ‘UPS Shipments with Order’

Step 2

Add the following fields:

UPS Shipment: UPS Shipment Number

Status Description

Order: Order Number

Recipient Name

Recipient Phone

Add the following filters:

Returns Shipment = “True”

AND Delivered = “False”

This will allow you to produce a call list of those customers who have received returns labels but have not used them yet.

Step 3

Save the report

Final Result

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