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Zenkraft Blog

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

Generate return labels from web2lead

Published on 13 March 2019 by in multi-carrier returns 

A very easy, almost non-code way to offer self-service return label generate on your website is using Salesforce's popular web2lead capabilities. We've outlined the steps below to get this setup. 

 

1.Generate the web2lead code

Login to your Salesforce instance and go to Setup > Customize > Leads > Web-2-Leads. Click the Create Web-2-lead Form button. The following fields are required to create a shipping label:

 

We will hide the lead Source field. You should add a new lead source called something like Requested Shipping Label.

 

2. Embed form on your website

Next you should embed the web-2-lead form on your website. The only change we need to make is to apply style="display:none" to the Lead Source section and default it to Requested Shipping Label. This will enable us to run a process builder task of this lead source.

 

3. Install the Multi-carrier app 

Next you should install our Multi-carrier app. Follow the guide here to get setup: https://zenkraft.com/docs/salesforce-multi-carrier

 

You will need to create a custom address source that looks up to the Lead object. Here is the guide: https://zenkraft.com/docs/multi/custom-address-source

 

4. Setup a process builder on the lead to send a label

Once the Multi-carrier app is setup and you have added a Preference for your shipping carrier (a test FedEx account is available here) you can create a process builder task. You will need to set the Lead Status = Requested Shipping Label as below:

 

 

Next selected an Immediate Action. And choose Apex Class and Create Shipment. You should enter the Custom Address Source ID that you created in step 3 and set the recordId as a field Reference of Lead ID. 

 

 

 

5. Setup a second Process Builder to Send the label

Now that a shipping label will be generated when a web-2-lead form is submitted, we now need to email it to the customer. This can be done with a second process builder task based on the Shipment object:

 

 

That's it! Now it's time to try it out by completing your web-2-lead form. You should receive a shipping label in under 10 seconds via email. 

 

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1-click International Shipping Now Available

Published on 16 January 2019 by in ups multi-carrier usps fedex 

1-click International Shipping

Starting today, you can pull product data from related Order and Order Lines directly into the shipment wizard. This makes it possible to automatically submit paperless invoices, or lookup commercial invoice templates when shipping internationally. Docs here.

Ship Now Button

If the service type is selected, the ship now button will show (no need to calculate rates every time):

Address Validation Button & Global Apex Method

You can now validate addresses using wizard button or via APEX. docs here.

A few more Updates

  • UPS Ground with Freight Pricing
  • USPS International Shipments Via Bulk
  • Limit how far back you want to schedule track shipments

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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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The new Multi-Carrier Shipping App for Salesforce is now Live on AppExchange!

Published on 10 January 2017 by in multi-carrier ecommerce salesforce 

multi-carrier-email-image

Shipping inside Salesforce just got better, with the introduction of the new Multi-Carrier Shipping app to the AppExchange. Users can now choose between 30+ carriers to manage their logistics within the CRM platform(Multi-Carrier supports all Salesforce Editions: Group, Professional, Enterprise, Unlimited, Force.com, Developer, Performance).

Today, Salesforce users can create shipments, schedule pickups, track, and set up automation rules for carriers such us: DHL, Parcel Post, Canada Post, Australia Post and TNT.

You can find a full list of the supported carriers on our multi-carrier product page. We aim to add several new carriers each month over the coming years.

Like our FedEx, UPS and USPS shipping apps for Salesforce®, the Multi-Carrier app also brings great features to businesses searching for solutions in the AppExchange ecosystem. Companies can benefit from:

  • Sending mail or shipping packages to any Lead, Contact, Account, Opportunity or any custom object
  • Saving time with One-click shipping
  • Calculating and comparing rates
  • Generating and printing labels to standard and thermal printers
  • Tracking shipments automatically
  • All this and more without ever leaving Salesforce

Because we build our apps natively on salesforce.com, users can seamlessly integrate with all the order management and supply chain management apps that businesses currently use, like Kenandy, Accounting Seed, Conga Composer, Glovia, Ascent, Cloud Conversion, ChikPea, Veeva, Rootstock and FinancialForce.

Sound interesting? Book a meeting with one of our team for a personalized demo.

Can’t wait? Get started now, go to Multi-Carrier in AppExchange and start your free trial today!

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Coming Soon: New Multi-Carrier App and Features for FedEx and USPS Shipping Apps

Published on 28 June 2016 by in multi-carrier salesforce 

We are really exited to announce the future incorporation of a new app to our portfolio. At the end of July 2016, we will launch a Multi-Carrier App that will support more than 50 carriers. Same as our FedEx, UPS and USPS apps, the Multi-Carrier app will be 100% Salesforce native.

Supporting 50+ Carriers

 

With Shipmate Multi-Carrier for Salesforce, you will be able to easily create shipments with:

  • LaserShip
  • OnTrac
  • GSO
  • Aramex
  • Asendia
  • Australia Post
  • Bluedart
  • Boxberry
  • Cainiao
  • Canada Post
  • Canpar
  • China Post
  • Chronopost
  • Colis Privé
  • Colissimo
  • Correios
  • Delhivery
  • Deliv
  • Deutsche Post
  • Direct Link
  • DPD
  • EC Firstclass
  • Ecom Express
  • EMS
  • Fastway
  • Flyt Express
  • GLS
  • Hong Kong Post
  • IMEX
  • India Post
  • Interlink Express
  • JP Post
  • La Poste
  • LSO
  • Nanjing Woyuan
  • New Zealand Post
  • Norco
  • Nova Poshta
  • OnTrac DirectPost
  • Parcelforce
  • POS Malaysia
  • Postmates
  • PostNL
  • PostNord
  • R+L Carriers
  • Royal Mail
  • SMSA Express
  • Spee-Dee
  • TNT Express
  • Uber RUSH
  • Yanwen
  • Yodel
  • Yun Express

Create Labels and Track Shipments

 

You will be able to create any shipping labels with just one click and to obtain real-time tracking updates, all without leaving your CRM platform.

In addition to the Multi-Carrier app release, in July be will bring more new features to our FedEx and USPS apps. The core updates will include:

• Improved printing management features

• Extended custom address source fields for both our apps

• More international one-click shipping options

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