Zenkraft Blog

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 setup> apex 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.

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.

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

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

This report will show you a list of shipments which have an atypical status description for example stuck at customs, held at UPS location or customer unavailable.

Step 1

Create a report for ‘UPS Shipments’

Step 2

Add the following fields:

• UPS Shipments: UPS Shipment Number
  UPS Checkpoint: UPS Checkpoint Name
  Status Exception Description
  Event Description
  Recipient Name
  Recipient Phone
  Email Recipient

Add the following filter:

Status Exception Description not equal to “” (Empty)
AND Delivered = “False”

Tip – You can also filter by date to show you most recent shipments.

Step 3

Save the report

Final Result