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Zenkraft Blog

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

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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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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Status Exception Report

Published on 08 May 2018 by in returns 

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

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