How to Track Your Shipped Packages in Salesforce


Whether you're in the financial services industry, the legal industry, manufacturing, retail, healthcare or higher education...chances are that once in a while (ok, maybe every day) you are sending packages to your clients and prospects.

Wouldn't it be cool if you could have a relatively easy way to track those shipments in Salesforce?

Wouldn't it be even better if you could do this without paying extra fees?

Yes, it is true that the suggestion included in this article does not natively update Salesforce with the shipment status. If you seriously need those features (and are willing to pay), there are several impressive (and costly) apps on the AppExchange that might be better solutions for you.

Below are the simple steps you need to do in order to implement this solution - on each object where you want to track shipments:

STEP 1:

On the Opportunity Object, create a picklist field called "Shipping Company" with the following values:

FedEx
UPS
USPS
DHL

STEP 2:

On the Opportunity Object, create a text field (25 characters should suffice) called "Tracking #"

STEP 3:

On the Opportunity Object, create a text formula field, cutting and pasting the formula in between the blue asterisks below:

*************
IF( ISPICKVAL({!Shipping_Company__c},"USPS"), HYPERLINK("http://trkcnfrm1.smi.usps.com/PTSInternetWeb/InterLabelInquiry.do?origTrackNum="& {!Tracking__c} ,"Track " ),

IF( ISPICKVAL({!Shipping_Company__c},"UPS"), HYPERLINK("http://wwwapps.ups.com/etracking/tracking.cgi?tracknums_displayed=1&TypeOfInquiryNumber=T&HTMLVersion=4.0&InquiryNumber1="& {!Tracking__c} ,"Track "),

IF( ISPICKVAL( {!Shipping_Company__c},"FedEx"), HYPERLINK ("http://www.fedex.com/Tracking?cntry_code=us&tracknumbers="& {!Tracking__c} ,"Track ") ,

IF( ISPICKVAL( {!Shipping_Company__c} ,"DHL"), HYPERLINK ("http://track.dhl-usa.com/TrackByNbr.asp?ShipmentNumber="& {!Tracking__c} ,"Track "),
Null)))) 
*************
STEP 4:

On your Opportunity page layout(s) simply create a new section called "Package Tracking Info" and place your newly created fields in that section.

That's it. You can now do the happy dance and show off your masterpiece to your colleagues in the office.



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About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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