UPS App Configuration Guide
To configure the app, complete the following steps:
1. Assign licenses
Select the Salesforce users you would like to assign licenses to. Shipmate installs with 30 user licenses. Please message us via the live chat icon at the bottom right of this page or go to our contact us page to write us an email, if you require more. You must be a Salesforce Administrator or have the permission Manage Package Licenses to assign licenses.
- Navigate to Setup | Installed Packages
- Click Manage Licenses
- Click Add Users
- Select the desired users by checking their name
- Click Add
After you have assigned a license, you’ll notice Shipmate for UPS is accessible in the Force.com Apps dropdown menu.
2. Create a lookup field / Custom Address Source
Which object will you be shipping to - Orders, Cases, Accounts, or something else? The next step is to create a lookup relationship from the Shipment object to the object you will be shipping to. The steps are available here:
Congratulations! Shipmate has been fully installed and configured. Before you can ship a package, be sure to define a Shipmate Preference. Click here to learn how.