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B2B Commerce Tracking

Zenkraft automatically updates the status of the shipment in real-time both in "My Account" and within your Salesforce Org.

1

Install Multi-Carrier

To install, begin by going to the Salesforce AppExchange and finding the Multi-carrier for Salesforce listing. You can find the app through Search or by clicking this link.

Click on the Get It Now button and select the desired destination (sandbox or production). Multi-carrier for Salesforce can be installed in both Sandbox (does not expire) and Production (7 day trial) instantly. Click Continue.

2

Install Multi-Carrier B2B Extension Package

To install, begin by going to the Salesforce AppExchange and finding the Zenkraft Multi-Carrier Shipping for B2B Commerce listing. You can find the app through Search or by clicking this link.

Click on the Get It Now button and select the desired destination. Zenkraft Multi-Carrier Shipping for B2B Commerce can be installed in both Sandbox and Production instantly. Click Continue.

3

Preference Setup

If you want to test the shipping functionality then we recommend using our test FedEx preference (this is because FedEx offers the most friendly test environment). By using this test preference you won't be charged for any of your test shipments.

You can add this by going to Zenkraft Settings and turning on Demo Mode and then clicking the "Create FedEx Test Preference" button.

Otherwise please do go ahead and add your own preferences. Make sure Demo mode is off though, otherwise you might see some authentication errors.

4

Configure the Zenkraft B2B Settings for Tracking

The Tracking Options tab is where you can specify which  fields on the CC Order Object will be displayed on the MyAccount -> My Order UI.

Create two new fields on the CC Order object called Tracking Number and Tracking Stage, and set the two fields like so on the Zenkraft B2B Setting page. You can then populate these fields yourselves if you are fullfiling the orders via a different system or you can set up a process builder task to copy the tracking number and stage from the related shipment you create from the order.

Click on Save and this part is now done.

5

Configure the Salesforce B2B Admin

Follow the steps below to set up the B2B Admin settings.

1. Go to CC Admin Tab

2. Go to Configuration Modules, select 'My Orders' and Click on the New Button (optional) under the Configuration Model.. 

3. These are needed if you want to show the Tracking Status, tracking Number columns and the Return button to automatically create a return label. :

    a. Name: Show Return Button, API Name: showreturnbutton, Externally Safe: checked

    b. Name: Show Tracking Number, API Name: showtrackingnumber, Externally Safe: checked

    c. Name: Show Tracking Status, API Name: showtrackingstatus, Externally Safe: checked

    d. Name: Show Branding Tracking URL, API Name: showbrtrackingurl, Externally Safe: checked

4. Go to Configuration Settings

5. Create options using New button (if needed):

    1. Module: My Orders, Configuration: Show Return Button, Page: My Account (MA), Value: TRUE

    2. Module: My Orders, Configuration: Show Tracking Number, Page: My Account (MA), Value: TRUE

    3. Module: My Orders, Configuration: Show Tracking Status, Page: My Account (MA), Value: TRUE

    4. Module: My Orders, Configuration: Show Branding Tracking URL, Page: My Account (MA), Value: TRUE

5. Go to 'Configuration Settings', select Module as 'Body Includes Begin'

6. Create 2 options (by clicking the 'New' button):

    Option 1 (this allows you to set this as being on or off):

        Module: Body Includes Begin

        Configuration: Enabled

        Page: My Account (value should be MA)

        Value: TRUE

    Option 2 (this option specifies the method to use):

        Module: Body Includes Begin

        Configuration: Page Include Name

        Page: My Account (value should be MA)

        Value: zkb2b__MCOrderHistories

7. Go to Global Settings -> Configuration Cache Management. Deactivate old cache, Build and Activate new cache (do this every time you make a change in CC Admin settings)

Setup Sharing Settings

1. Go to  Setup -> Security -> Sharing Settings

2. Click 'Edit' on Organization-Wide Defaults

3. Select 'Read-only' for MC B2B Configuration / Custom Address Source / Shipmate Preference / Shipmate Preference Info objects. You should receive an email once it is ready, in a few minutes.

Enable the Platform Cache

1. Go to Setup -> Develop -> Platform Cache

2. Click 'Edit' for zkb2b cache

3. Set the values as you see below:

4. Click Save

6

Test

Now it is time for you to test.

If you have any queries then please contact us and we will be happy to help

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