Introduction

Bringg is the #1 unified delivery & fulfillment cloud solution to rapidly improve your delivery capacity, pickup services, and customer experience at scale. Bringg's platform connects and digitizes your entire last mile ecosystem, engineering competitive fulfillment services based on your own business goals and KPIs.

This guide below will show the steps necessary to get Bringg set up on both Salesforce Clouds and also on Salesforce Commerce Cloud.

Bringg Requirements

To enable your Bringg account to be used within Salesforce please ensure the following:

• Work with your Bringg account manager to create Team(s) for each of your locations and that for each team you have set the “Service Zipcodes“ or utilize the polygon tool - this defines which postal codes are serviceable from that specific location.
• Work with your Bringg account manager to make sure your account has enabled fleet routing, so that the correct delivery providers are assigned correctly for each order.

Salesforce Clouds - Preference Setup

To set up a Bringg preference you need to know your Client ID and Client Secret and Server Location. If you do not have these details already please contact your Bringg representative and they will be able to provide you the details.

Once you have these details please navigate to Zenkraft Preferences, and click on the New Button. You should then see the below section where you can add your details.

Team ID: you can define the ID of a specific Team to be used with this preference.

Fleet ID: you can define the ID of a specific Fleet to be used with this preference.

Bringg does not have a concept of a test environment. But you can make a test order if you ensure that Demo mode is turned on. You can do this by going to Bringg Settings > Demo Mode and turning it on.

The order will automatically be accepted and go through the delivery stages every 20 seconds until its been marked as delivered.

Salesforce Clouds - Custom Address Source

You must first set up the Custom Address Source as you would for any carrier.

Some things to note when creating a Bringg shipment are:

1. A reference is required. We recommend setting this to be the order number or fulfillment order id if you are using order management. You can add this in the custom address source as you can see here:
   
2. If you want to specify a particular Team ID to send the order from then you can set that in custom address source. This is not a requirement and Bringg can auto choose the closest Team ID to the delivery location. If you don't have these Team IDs but would like the fine grain control of deciding which location to fulfill from then please contact your Bringg representative.
   
3. If you want to specify a particular Fleet ID to ship the order with then you can set that in custom address source. This is not a requirement and Bringg can auto choose the ID of the most suitable fleet to deliver the order. If you don't have these Fleet IDs but would like the fine grain control of deciding which fleet to fulfill with then please contact your Bringg representative.
   

Service types

• Bringg Auto Dispatch will automatically select the fleet to fulfill the order
• Bringg Scheduled will let you pass the Team ID to fulfill the order from

Salesforce Clouds - Service Types

We currently support the below service types.

• Bringg Auto Dispatch will automatically select the fleet to fulfill the order
• Bringg Scheduled will let you pass the Team ID to fulfill the order from

Bringg Auto Dispatch

The bringg_auto_dispatch service will automatically select the fleet to fulfill the order.

Bringg Scheduled

The bringg_scheduled service will let you pass the Team ID to fulfill the order from.

If you want to use this service type for quoting you need to add the following configuration to the Custom Address Source:

• Output Service Name Field
• Output Quote ID Field - supports Text fields
• Delivered Date Field
• Delivered Time Field - supports Time fields / Text fields. If you want to specify a static value you can use the next formats: 21:00 / 21:30:00 / 1:00PM/2:00 am/04:45:00 PM
• Output Preference Id Field

If you are using this service for shipping then you need to add the Quote ID Field mapping under Carrier Specific Fields.

Salesforce Clouds - Wizard

You are able to use the Zenkraft Shipping Wizard to create a shipment for immediate pickup, just as you would create a shipment for any other carrier.

From your object click on the New button on the Shipment related list, and it will launch the Wizard.

As you can see the Quote ID, Team ID, Fleet ID, and the Reference fields are available for populating.

You are able to get a rate and it will show you who will be fulfilling the order and what the cost is.

Salesforce Clouds - Automation and Flows

Most organizations will utilize the power of Salesforce to automate fulfillment, and Zenkraft expose two Invocable Methods that allow automation for order fulfillment to work as seamlessly as possible.

Create Shipment (Multi Carrier)

This invocable method can either book a shipment directly or it can create a draft shipment. To create a draft shipment ensure you set the processing type to be draft.

The draft shipment can then be booked either using the invocable method below, or by utilizing the Kanban view and dragging the shipment over from Awaiting Packing to Ready for Pickup.

Book Shipment (Multi Carrier)

You can utilize this method if you are not using the Kanban view, and instead are utilizing a different trigger to specify that the shipment is ready to be picked up.

Please note:

Both of the above invocable methods can be run in a Queueable format. This is useful if you are bulk creating/booking from an external system using the Salesforce Bulk API.

Salesforce Clouds - Kanban View

You can create a new list view of shipment in a Kanban mode which enables your users to move shipments across to Ready for Pickup once they are ready for the driver to arrive at their store.

To move a shipment to Ready for Pickup just click and drag the Awaiting Packing to the Ready for Pickup column.

Refresh the Kanban view and you will see that the shipment will have a tracking number. This means the order has been created and the driver will be arriving shortly.

You can edit the fields you want to show on the Kanban view by utilizing the standard Salesforce select fields dialogue.

Salesforce Clouds - Shipment View

You can track the progress of the shipment by going to the shipment view.

The map on the right hand side will automatically show the progress of the driver, and the path along the top will show the current stage of the shipment.

The following fields will also be updated if available such as Estimated Delivery Date and Time, and Estimated Pickup for when the driver is estimated to arrive.

Salesforce Commerce Cloud - Installation

Please install the Zenkraft Cartridge (version 22.2.0 and above) from this Github link, where you will be able to see all the latest releases and updates.

The full guide on how to install the cartridge can be found in our B2C Commerce Cloud section; Installation, Estimated Delivery Dates, Tracking, Returns.

Salesforce Commerce Cloud - Shipping method

When utilizing Bringg please ensure that you set the Shipping Method attributes to utilize the bringg_auto_dispatch as your Shipping Method ID and to set On-demand to true.

Salesforce Commerce Cloud - Stores

Zenkraft has extended the Store object as you can see below to include store opening times, store holiday days, the Bringg Team ID and the lead time that the particular store needs to prepare the order.

An example of the JSON used for the store opening and closing times are:

{
	"1": {
		"open": "09:00",
		"close": "18:00"
	},
	"2": {
		"open": "09:00",
		"close": "18:00"
	},
	"3": {
		"open": "09:00",
		"close": "18:00"
	},
	"4": {
		"open": "11:00",
		"close": "17:00"
	},
	"5": {
		"open": "09:00",
		"close": "18:00"
	},
	"6": {
		"open": "09:00",
		"close": "18:00"
	},
	"7": {
		"open": "09:00",
		"close": "18:00"
	}
}
			

Salesforce Commerce Cloud - Fulfillment

You are able to fulfill orders from within Commerce Cloud by utilizing our Business Manager extension under Zenkraft > Orders.

Your users can click on the Request Delivery button for an order once they have prepared it and the request for a driver is made right away. You can then click on the tracking number to view the live tracking of this order. Your customers will also receive an SMS once the order has been accepted by your fleet or 3rd party fleet such as Deliveroo/Uber/Lyft.

If you click into the order you can get the full details of this order.

If any shipment creation errors are encountered you will see the error message in the Shipping Error field, which will allow your users to modify for example the address and then retry again.