SalesForce

Enable Shipping Confirmation - SalesForce

0.6 min read

| September 14, 2024

Custom order fields are needed in SalesForce for Extensiv Integration Manager to upload tracking info. 

Step-by-step guide

  1. Go to your SalesForce Dashboard, then click Setup at the top-right corner. 
  2. Type order in the Quick Find/Search box. 
  3. Go to Customize → Orders→ Fields
  4. Scroll down to the bottom of page, and click New under the Order Custom Fields & Relationship section.
  5. Select data type Text, and hit Next.
  6. Fill in custom field info: 
    • Field Label: Tracking
    • Length: 128
    • Field Name: Tracking
    • Required, Unique, External ID fields are not checked. 
  7. Click Next to configure Visible and Read-Only permission. Then, keep clicking Next and Save to finish setting up custom fields.
  8.  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.
  9. Copy custom fields API Names and paste them to Integration Manager SalesForce Cart Setup page.

https://static.helpjuice.com/helpjuice_production/uploads/upload/image/12985/direct/Sample_SF_Data_Mapping.xlsx

https://static.helpjuice.com/helpjuice_production/uploads/upload/image/12985/direct/SalesForce_Data_Mapping.xlsx

 

Not finding the help you need?

Contact Support