CategoryTechnical

Using Process Builder to send a custom email after shipment creation

Here is a quick guide to show you how you can send an email to the recipient’s email address to let them know they shipment has been created and is being sent today, by using the integrated SalesForce Process Builder. First you need to set up a new Process Builder task. Go into Setup > Process Builder and click on the New button in the top right hand side of the page, and fill in the...

UPS Address validation on an Account

Todays blog post will show the code you need to validate an Account address via the UPS Address Validation call you can find in the UPS Shipmate app.   Firstly we will look at the Controller code, and we will explain how it works below:     Lines 7-12: This is where you specify the name of the Account object that you want to validate the address for.   Lines 14-27: We need to...

Create a button to replicate the Custom Address Source “New Shipment Functionality”

Today we will show you how to create a custom button on your object that does the same as the New Shipment button from your related list. The most usual use case for this is if you want to create 2 one click shipment buttons from a standard or custom object. One for a standard outbound shipment, and the other for a return shipment. For this demo we will use the standard Case object. The first...

Send an email template with a GIF attachment

Today we will show you how to send an email template with a GIF return label attached once a shipment is created from a Case. Before you can write any code you need to set up three things; Email template Notification checkbox Create a new lookup relationship from the UPS Shipment to the Case object First thing you need to do is create an email template. This you can do by going into Setup >...

Request FedEx rate for shipment from the Account Object

Today we will show you how you can get FedEx rates for a shipment and add the users choice back onto the account object. The first thing we need to do is set the “to” and “from” address of the shipment. In the code below we get the preference details to ship from and we get the ship to address details from the account object itself. We add all this information to a queuedShipment object. Note...

Add External UPS tracking numbers to an Order

In todays blog post we’ll show you how to add externally created UPS tracking number to an object. Most common use cases are to get updated tracking, that you are then able to query using the standard salesforce reporting. We will be using the Order object in our demo here. The code is made up of 3 parts. Trigger on the Order Object: Line 3: For when a brand new order is added with a...

Create a FedEx shipment from a trigger on the Account object

Today’s blog post explains how to create a FedEx shipment directly from a trigger on a standard Salesforce Account object. You will need our FedEx app and our Bulk Shipping package. Contact us if you need any further information. Firstly, create a checkbox on your account object. Let’s call it Create_Fedex__c. We will run the shipment creation process when this gets set to TRUE. To...

Multiple Package Returns for UPS and Auto Printing

This weeks post will detail how to achieve the following using our package, and some apex code. Multiple Package Returns for UPS Auto Printing Multiple Package Returns for UPS Currently the UPS api only allows the creation of 1 return label at a time. So if you want to create 20 return labels at once you need to set up a batch process to create them individually but group them into a Bulk...

Convert a GIF shipping label image to PDF

In today’s blog post we’re going to show you the codes needed to convert a GIF shipping label into a PDF document. We’re going to use pages, classes, and controllers. APEX Class The first method we need to look at is regenerateGifToPdfLabel (line 2). The steps are as follows: Select all the attachments that have been generated and add them to the allLabels list (line 3-8) Create...

Bulk Shipping From a List View in Salesforce

Today we are going to create shipments in bulk from the Contacts list view. By the end of this tutorial you will be able to add a button to the contacts list view as you can see here: This will take you to the preview and bulk processing page here: Once the shipments have been processed you will be redirected to the printing page: Below are the steps: 1. Create the visualforce page. Code is...