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Salesforce Multi-Carrier Docs

Step 1: Install App

Install from the AppExchange using the install guide. Once installed, assign some users. You may run into an Salesforce bug when you have to manually enable remote site settings.

Step 2: Setup Carrier Accounts

Create a preference using your account. Test first with our FedEx dummy account. For UPS, you need a recent invoice within the last 3 months. For USPS add your Endicia Account.

Use Cases

Manage Returns

Order Fulfillment

Track Shipments

Generate Shipping Quotes


Useful Guides

Custom Address Source

Our 2 most popular are Cases and Orders. Here is our Complete Guide to Custom Address Source and you can see the carrier values here. If you want to bypass the wizard, you can setup one-click shipping.

Process Builder

We support process builder for creating shipments, emailing labels, calculating rates and tracking shipments. If you want to create 100s of shipments at once use our global apex methods.

Carrier-Specific Services


Partner Integrations

We work nicely with Roostock, Kenandy, Ascent, FinancialForce and AccountingSeed.

Troubleshooting

Printing and permissions.

Release Notes

Our latest version is 1.58.1. Full release notes.
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