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Tracking Technical Guide

Get real-time visiblity of your shipments alongside customer data for a true Customer 360 experience.

Overview

Scheduled tracking runs a batch job and will attempt to update the status of your shipments at a regular interval.

This can be any where between every hour and every 24 hours. The job will update the status fields on the shipment object and once the shipment is delivered the delivered checkbox will be checked.

Optionally you can enable checkpoint objects to be created. This means each time the carrier scans the package a new record will be created. This is particularly useful for alerting customers of package delays or running other processes in your organization.

Track Shipments Manually

You can track any Zenkraft-created shipment by going to the shipment record and clicking Track Shipment:

Setup Scheduled Tracking

To setup Schedule Tracking, follow the steps below:

  1. Navigate to the Multi-carrier Shipments tab
  2. Click the Schedule Tracking button
  3. Define a Start and End time
  4. Define a Frequency
  5. Select the Days you want the automatic track to occur
  6. Click Save

Track External shipments

Our invocable method allows you to create a Multi Carrier Shipment object as long as you have a Tracking Number and the Ship Date* (only required for FedEx).

You also need to create a lookup relationship and have Custom Address Source object set up. Here are the steps to create a lookup relationship and Custom Address Source.

This can be achieved using Process Builder and our standard Multi Carrier for Salesforce App.

For this guide we will work from an Opportunity object.

Step 1: Create Fields

Firstly make sure you have two custom fields available on the Opportunity object where the user will add the tracking number (Type: Text, Length 100) and the shipment date (Type: Date):

Step 2: Create Process Builder Process

Create a Process Builder Process by going to Setup > Create > Workflow & Approvals > Process Builder and click the New button.

Give the process a name, description, and choose to start the process when "A record changes".

Next choose the object you are starting the process from. Remember in this guide, we are using the Opportunity object, and we will be running the shipment creation once the Opportunity object has the Tracking Number and Ship Dates filled.

Make sure you set "Start the process" to be "when a record is created or edited". Click Save, and then select "Add Criteria".

We need to look out for three conditions to be met.

  1. Tracking Number has been changed
  2. Tracking Number is not null
  3. Ship Date is not null

This is how your page will look:

Click Save.

Next add an Immediate Action. The Action Type will be "Apex", and the Apex Class will be "Track Shipment".

There are now 2 Apex variables that need to be set, and up to 6 variables that can be set. Below is an explanation of each one:

  • preferenceId - this is the Preference ID
  • trackingNumber - this is the tracking number you want to track
  • shipDate - the date this tracking number was created
  • recordId - the Opportunity ID (in this case)
  • createShipmentIfNotFound - if set to True, a new shipment object will be created if the tracking number does not already exist as a shipment on Salesforce
  • customAddressId - if you want to relate this shipment to your Opportunity (in this case) you need to specify the Custom Address Source ID, so that the link can be made
  • For the customAddressId please set it to the Custom Address Source ID that you are running this process from. To get this ID, navigate to your Custom Address Source and copy the last part of the URL. If you are in Lightning just use the first 15 characters of this objectId

For the recordId please set the Type as Field Reference, and the value to be the Object ID. In our case it will end up being the Opportunity ID.

Once all these fields have been added your screen will look like this:

Click Save, and don't forget to Activate this Process.

That is all set, you will now be able to have shipments created via process builder for tracking.

Once you have activated the process builder, go to an Opportunity object, add the tracking number and ship date and the shipment will be auto-created.

Step 3: Troubleshooting

If you have missed a step and the shipment isn't created, you can view error messages under Setup > Jobs > Apex Jobs.

The error messages are extremely helpful for debugging.

Please contact us using the icon to the bottom right of this screen if you have any queries, and we will be glad to help.

Edit Scheduled Tracking

  1. To edit Schedule Tracking, follow the steps below:
  2. To edit and change your Schedule Tracking, you must first delete the old schedule
  3. You must be a System Administrator to perform this task
  4. After you have saved your Schedule Tracking, a new button will appear on the page allowing you to view your scheduled jobs
  5. Navigate to the Multi-carrier Shipments tab
  6. Click the Schedule Tracking button
  7. Click the Go To Scheduled Jobs button. You can also go to Scheduled Jobs by navigating to Setup | Monitoring | Scheduled Jobs
  8. Click Del on the job named Track Shipment
  9. Navigate to the Mulit-carrier Shipments tab
  10. Click the Schedule Tracking button
  11. Define a Start and End Time
  12. Define a Frequency
  13. Select the Days you want the automatic track to occur
  14. Click Save

Deleted Scheduled Tracking

To delete Schedule Tracking, follow the steps below:

You must be a System Administrator to perform this task

  1. After you have saved your Schedule Tracking, a new button will appear on the page allowing you to view your scheduled jobs
  2. Navigate to the Multi-carrier Shipments tab
  3. Click the Schedule Tracking button
  4. Click the Go To Scheduled Jobs button. You can also go to Scheduled Jobs by navigating to Setup | Monitoring | Scheduled Jobs
  5. Click Del on the job named Shipmate Track Shipment

High Volume Shipment Tracking

The default number of days that shipments keep tracking for is 180 days, but you can change this by using the custom setting that can be found under Setup > Custom Settings > General Settings, click on Manage as you can see from the screenshot below.

You can then click on edit under the settings you see here:

And you then see all the custom settings for the Multi Carrier app.

You can now change the number of days to suit the number you need.

Click Save.

Enabling Checkpoint Objects

Turn on checkpoints via Setup > Custom Settings, and clicking on the Manage link for General Settings:

Click on the Edit link as you see here to edit the custom settings:

Next click on the Record Shipping Checkpoints checkbox , and click on Save.

Once this is done, the next time the tracking runs on a shipment that is not delivered you will see a related list on your shipment object that shows you the checkpoints.