Todays blog post will show you how add the FedEx Tracking Number onto the Contact object after you have created a shipment.
Firstly make sure you have the text field available on your contact object:
Next let’s create a Process Builder task to retrieve the tracking number once the shipment has been created.
To access the process builder page, go to Setup > Create > Workflow & Approvals > Process Builder
Click on “New” and give it a name. We want to start this process when “A record changes” , so select that from the dropdown. This is what you should see:
You are now presented with this blank process builder screen.
Here is the closer look at the “Field” value we have chosen
We do this as it creates a small delay after the shipment has been created, which ensures the shipment creation process is not blocked.
Next we need to select which records to update. Make sure you select “Recipient Contact”, and not “Recipient Contact >” as there is a big difference.
Next set the field value you want to update on the Contact object, which in our case is “FedEx Tracking Number”.
The Value field we are using is the Master Tracking Number as you can see here.
If you have any issues then please contact us and we would be glad to help.
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