Apttus
Zenkraft Setup Guide
Who are you?
My Use Case is:
I'm trying to:
We will do this for you!
Here are the next steps:
- Install our Multi-Carrier app from the AppExchange.
- Creae a test FedEx preference to create sample shipments (you won't be charged).
- Setup a Custom Address Source with the Case object
- Create a Process Builder to move tracking data back onto the Case
Have you followed our guide for printing setup on Windows and Mac?
Here are the guides for setting up your preferences with
Have a look at some of our Custom Address Source guides for each of the apps
- Multi Carrier (Guide here)
- FedEx (Guide here)
- UPS (Guide here)
- USPS (Guide here)
- Purolator (Guide here)
Remember to create a NEW lookup from the shipment object to your custom or standard object first to then associate with your Custom Address Source.
The three most common way to fulfill orders using Salesforce are as follows:
1. Using the Wizard
Our domestic and international guides will explain how the shipping wizard works.
2. Using Process Builder
Create shipments when the Order object is created or changes e.g. an order is approved Process Builder Docs
3. Ship from List View
Want to bulk ship and print order? Checkout our ship from a list view docs
Here are the docs (remember to create a lookup field first):
The three most popular integrates are listed below:
There are 10+ other integrations documented here
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