Enable Shipping Confirmation - SalesForce
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 on Setup button on 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 on New button under the Order Custom Fields & Relationship section.
- Select data type Text, and hit Next button.
- Fill in custom field info:
- Field Label: Tracking
- Length: 128
- Field Name: Tracking
- Required, Unique, External ID fields are not checked.
- Click on Next button again to configure Visible and Read-Only permission. The keep clicking on 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.
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