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Zenkraft Blog

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

Upload UPS Tracking Numbers for Tracking in Salesforce

Published on 12 January 2018 by in  

This post will show you how you can upload ups tracking numbers from a CSV file into salesforce, and have our UPS app provide you with tracking updates.

For this example we will use a Sales Order object that has two fields. One for the tracking number and one for the ship date you will be uploading.

 

The first thing you need to do is create a look up from the UPS Shipment Object to your Sales Order object, if you haven’t already done so. If you are unsure how to do this, please look at step 4 in this guide.

Once you have your look up relationship, you need to create a UPS Custom Address Source entry. Click on the “UPS Custom Address Source” tab, and then click New.

Fill out the Custom Address Source Name, select the Sales_Order__c under object, and make sure that you populate the Shipment Object Lookup Field. Your screen should look like this:

Click save.

Next please create a new Process Builder task and give it an appropriate name such as “Bulk Upload Tracking Numbers”

Next we have to select the object we are going to look for changes on, that will then create the UPS shipment for tracking. In our case we select “Sales Order”.

Click save, and move onto the “Add Criteria” section. This is where we need to check that a tracking number has been added and a ship date has also been added. Fill in the fields as you see below:

Click save, and then choose “Add Action”.

As you can see from the screen above you need to fill in quite a few fields.

  1. Set the “Action Type” to be “Apex”
  2. Fill in “”Action Name”
  3. Under “Apex Class”, ensure you choose “Track Shipment (UPS)”.

You will now need to set all the variables: Below is an explanation of each one:

preferenceIdType: IDValue: is the Salesforce ID of your UPS Preference. The id can be found by navigating to the preference and copying the last part of the URL.

trackingnumberType: Field ReferenceValue: choose the field on your Sales Order object where the tracking number will be populated

recordId – Type: Field ReferenceValue: choose the RecordId of this Sales Order object. This is what you should see:

createShipmentIfNotFoundType: BooleanValue: True or false. If the shipment tracking number is not found in UPS system then continue to create the shipment record.

customAddressIdType: IDValue: this is the ID of the Custom Address Source we created earlier. To get the ID just click on your Sales Order Custom Address Source object and copy the ID form the URL:

Click save and don’t forget to Activate this process builder task.

We are now ready to start using Dataloader.io to load in your data.

Go to Dataloader.io and sign in using your salesforce login, then select New Task

Then click on “Import”:

Select the object we are going to upload our details to, in our case the Sales Order:

Click next, and you will then be able to choose your CSV file to upload. You also have other options of where to get your data from, but thats beyond the scope of this blog post.

After click Next you will need to map the columns in your CSV file to the fields on your Salesforce object.

Once you click next, you are presented with this screen:

The most important part of this page is setting the Batch API to run 1 record at a time. Please double check you have set this otherwise the process builder task will only run once, and not for each row in your CSV.

Click Save and Run.You should now see the task running:

Whilst this is running you should be able to go into your salesforce and click on Setup > Monitoring > Apex Jobs and see a screen similar to this that shows the individual shipments being created:

If there are any errors you will see them displayed here.

When you now go and view any of your Sales Orders you will see the UPS Shipments objects in the related list, and this will update the tracking details according to your scheduled tracking settings.

Please contact us if you have any questions.

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Webinar Recording – Shipping Automation using Process Builder and Flows

Published on 15 December 2017 by in  

If you missed out webinar on shipping automation using process builder and flows on the 14th of December, you can view the recording here.

In the presentation, Chris Hall and James Lumb take you through how to

  • Email Shipping Labels when a Case Status Changes
  • Calculate Shipping Quotes on Opportunities when the stage changes
  • Track shipments in Salesforce generated by non-native ERP products

And much more, if you are interested in seeing what Zenkraft can do to improve your shipping operation, head to Zenkraft.com and book a demo now.

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5 Must See Sessions at Dreamforce 2017

Published on 03 November 2017 by in  

With Dreamforce starting on Monday these are Adrian our CTO’s must see sessions at Dreamforce 2017.

1. Shipping at Lightning Speed: Salesforce Jolts Transportation and Logistics

https://success.salesforce.com/Sessions?eventId=a1Q3A00000stRRuUAM#/session/a2q3A000001yt5DQAQ

Looking forward to seeing how Transportation and Logistics are being improved by other customers.

2. UPS Powers its Global Field Sales with Lightning and Mobile

https://success.salesforce.com/Sessions?eventId=a1Q3A00000stRRuUAM#/session/a2q3A000001ytDrQAI

UPS is one of our key partners, we are UPS certified on a global level, I’m looking forward to learning about how they are using Salesforce to drive efficiencies in their company.

3. The Future of AppExchange: A Roadmap for AppExchange Partners

https://success.salesforce.com/Sessions?eventId=a1Q3A00000stRRuUAM#/session/a2q3A000000GV0bQAG

It’s important to stay up to date with the AppExchange future changes. There will be an overview of the road ahead as the Salesforce product team discusses the roadmap and their vision for the future of app distribution.

4. ISVs and Salesforce: GDPR Perspectives and Discussion

https://success.salesforce.com/Sessions?eventId=a1Q3A00000stRRuUAM#/session/a2q3A000001WTkMQAW

GDPR is coming into force in May, and as we are based in Europe, it will be interesting to learn the Salesforce strategy on this new legislation.

5. Salesforce Reports Roadmap: The Future of Salesforce Reporting

https://success.salesforce.com/Sessions?eventId=a1Q3A00000stRRuUAM#/session/a2q3A000001yt1PQAQ

Sneak Peak of the roadmap ahead for report and dashboard. Looking forward to how we can integrate these new changes into our apps to better benefit our customers.

What are you most looking forward to seeing at Dreamforce 2017? Let us know in the comments and don’t forget to visit us at booth 1941.

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