The client is the primary postal operator of USA, which provides services such as courier express, freight forwarding and logistics. The client has divided its range of services into three main categories: Transaction Mail service for transmission of any paper document, domestic and international Parcel service, and Direct Marketing service for addressed and unaddressed targets.
The client needed to integrate Shipment Tracking application with Salesforce.com’s Customer Relationship Management (CRM) solution to create and retrieve shipment orders within Salesforce.
The objectives of the project are as follows:
Integrate shipment-tracking application with Salesforce
Create shipment order from within Salesforce
Retrieve shipment order in PDF format within Salesforce
Create an email template to send shipment details to the customers
Eternus Solutions reviewed the business objectives and worked with the client to implement a Salesforce CRM solution to create and retrieve shipment orders within Salesforce, leveraging Force.com’s Apex and Web services as the implementation technology stack.
The shipment tracking application was integrated with Salesforce through the REST API web services. Eternus Solutions consultants created a custom button by customizing Case page layout to redirect shipment creation requests to the shipment tracking application.
Customization of existing standard objects viz. Case to create shipment within Salesforce
Use of apex classes to parse the XML response received from the shipment tracking application
Use of REST web services to call the create shipment process of the shipment tracking application
Creation of email templates to send the shipment details to the customers
Development and testing on the Developer Sandbox and moving to the Production Org
Extensive use of apex classes, REST web services and custom buttons
Deployment plans and change sets to deploy the application once completed
Development using SFDC standards and best practices
Tracking through weekly timesheets and status calls