Enable Shipping Confirmation - SalesForce
0.6 min read
|Custom order fields are needed in SalesForce for Extensiv Integration Manager to upload tracking info.
Step-by-step guide
- Go to your SalesForce Dashboard, then click Setup at the top-right corner.
- Type order in the Quick Find/Search box.
- Go to Customize → Orders→ Fields.
- Scroll down to the bottom of page, and click New under the Order Custom Fields & Relationship section.
- Select data type Text, and hit Next.
- Fill in custom field info:
- Field Label: Tracking
- Length: 128
- Field Name: Tracking
- Required, Unique, External ID fields are not checked.
- Click Next to configure Visible and Read-Only permission. Then, keep clicking Next and Save to finish setting up custom fields.
- Repeat steps 4 to 7 with following custom field info:
- Field Label: Carrier
- Length: 128
- Field Name: Carrier
- Required, Unique, External ID fields are not checked.
- Copy custom fields API Names and paste them to Integration Manager SalesForce Cart Setup page.