Service Cloud Returns
Zenkraft fully integrates with Service Cloud to provide
return shipping capabilities.
You can either manually create shipments using our wizard, or auto-create and email them when the status of the case changes such as "Return Approved".
Click on the Get It Now button and select the desired destination (sandbox or production). Multi-carrier for Salesforce can be installed in both Sandbox (does not expire) and Production (7 day trial) instantly. Click Continue.
If you want to test the shipping functionality then we recommend using our test FedEx preference (this is because FedEx offers the most friendly test environment). By using this test preference you won't be charged for any of your test shipments.
You can add this by going to Zenkraft Settings and turning on Demo Mode and then clicking the "Create FedEx Test Preference" button.
Otherwise please do go ahead and add your own preferences. Make sure Demo mode is off though, otherwise you might see some authentication errors.
Create a lookup to the Case
Navigate to Setup | Object Manager | Shipment
Click New under Custom Fields & Relationships
Select Lookup Relationship:
Select the Case object.
Click Next until the custom field is created and click Save.
Setup Custom Address Source with a Case
Creating a Custom Address Source will automatically pass your data into our Shipment object. Here is an example of some of the values you could set for a FedEx Return Ground shipment:
|Field||Value Type||Value||Field Docs|
|Object Lookup Field||Lookup||
|Service Type||Static Value||
|Package Type||Static Value||
|Shipment Type||Static Value||
For the ultimate guide on the Custom Address source and all the values you can set please follow this link
Now it is time for you to test.
Go to a Case object, select any record on the object, you will now see a related list called ‘Shipments’. In the related list, you’ll see any created Shipments related to the Case object. Click on the New button ad it will take you to the Shipment Wizard with all the fields filled out.
If you have any questions then please contact us and we will be happy to help.