Field Service - Set up

The Shipment object that is included with Field Service Lightning is a great way to track Product Transfers between warehouse locations. 

Here are the steps to set this up:

Install the Multi-Carrier App from the AppExchange: 

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000DvLFvUAN

Create your shipping preference 

If you want to just test this out, use this FedEx test account

Create lookup field

Create a lookup field from the Multi-Carrier Shipment object (zkmulti__MCShipment__c) to the Shipment Field Service Lightning object

Create a Custom Address Source 

Follow this guide here: https://zenkraft.com/docs/multi/custom-address-source

We use the “Ship From” and “Ship To” fields on the Shipment object to map the sender/recipient data.

For service type e.g. “ground”, “priority”, “express” we created a select list similar to that on the Return Order object called “Shipment Type” and mapped the options to UPS service types e.g. “Standard” = “UPS Ground”:

We mapped the remaining fields in the Custom Address source and saved it, noting the Salesforce ID.

Set up the Process Builder Task

Finally, setup a Process Builder to auto-create the Zenkraft Shipment (and book it with the carrier) once a Shipment object was created. The Custom address Source ID and the Shipment ID are passed in as parameters:

Activate the Process Builder and create a Shipment to test. You should see a Zenkraft Shipment booked with the carrier with a tracking number, cost data and shipping label as an attachment. If you need to debug the process builder task go to Setup > Apex jobs.

Lastly, you should create a second process builder to move some of the important shipping fields from the Zenkraft Shipment object back onto the Field Service Lightning Shipment object. Fields include: tracking number, shipment cost, estimated delivery date and real delivery date:

If you’re having issues getting setup. Please contact us.