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Transportation Management for Salesforce Organizations

Run Your Transportation Operation Inside Salesforce.

FTM adds quoting, load management, dispatch, carrier operations, documents, billing, and reporting to the Salesforce environment your team already uses. No separate TMS, duplicate records, or disconnected reporting.

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Native Salesforce application · AppExchange since 2016 · 4.9-star rating
4.9AppExchange rating
2016Listed on AppExchange since
Native Salesforce managed application
View on AppExchange
The challenge

Your CRM shouldn’t stop where transportation begins.

Most Salesforce organizations run customers, sales, and operations in one environment – then handle transportation in a separate system. That separation creates data handoffs, duplicate records, and disconnected reporting.

FTM extends Salesforce into transportation. Same environment, same records, no separate TMS.

Your Salesforce Environment
CRM, Sales, and Operations
Accounts Contacts Opportunities Cases Reports
data handoffs between systems
Separate Transportation System
Freight and Logistics Operations
Quotes Loads Dispatch Carriers Tracking Documents
With FTM
Salesforce
FTM Transportation Management
All transportation workflows

FTM Doesn’t Connect to Salesforce. It Runs Inside It.

Most TMS products connect to Salesforce through an integration layer. FTM is a native Salesforce application – installed directly into your org, no external system required.

Traditional TMS + Salesforce
Salesforce
CRM, accounts, contacts, opportunities
Integration layer
Custom API connections, middleware, or iPaaS to synchronize data between systems
External TMS
Transportation management in a separate application, separate user base, separate data store
Transportation and customer data exist in separate environments, connected by synchronization layers.
FTM Architecture
Salesforce
Your existing Salesforce environment – accounts, contacts, data
FTM
Transportation management installed as a native Salesforce application – no separate system, no separate login
Transportation workflows
Quoting, dispatch, carrier management, billing, and reporting – all inside Salesforce
Transportation and customer data share the same environment. Same users, same records, same platform.

From Quote to Invoice, Inside Your Salesforce Environment.

FTM manages the complete freight shipment lifecycle – each stage connected on the same Salesforce record.

What FTM Handles in Salesforce.

FTM extends Salesforce with transportation-specific functionality across operations, carrier management, customer experience, and finance.

Transportation Operations

Core transportation workflows – quoting, load management, and dispatch – managed inside Salesforce rather than in a separate system.

Lane Quote
Multi-carrier LTL rate quoting with carrier integrations, available from the Salesforce record
Load Management
Create, assign, and track loads through the shipment lifecycle on the Salesforce platform
Dispatch
Assign carriers and drivers, manage dispatch workflow, and track operational status
Documents
BOL, rate confirmations, and shipment documents generated and stored in Salesforce

Carriers & Customers

Manage your carrier network and give customers visibility into their freight – all from within your Salesforce org.

Carrier Management
Carrier relationships, contracts, and compliance managed from Salesforce records
Private Loadboard
Internal load posting and carrier assignment for your carrier network
Driver App
Mobile driver application connected to FTM dispatch and load management
Customer Portal
Shipment visibility, quoting, and document access for customers, built on Salesforce Experience Cloud

Billing & Reporting

Financial and visibility workflows connected to the transportation records they belong to – using Salesforce infrastructure your team already knows.

Billing
Invoice creation and billing management connected to shipment records in Salesforce
Reporting
Transportation reporting using Salesforce’s native reports and dashboards – no separate BI tool required
Shipment Visibility
Status and tracking data on the Salesforce record – visible to your operations and finance teams

Automation & Integrations

Reduce manual steps using Salesforce-native automation, and connect to the carrier and logistics systems your operation depends on.

AutoFill
Reads rate confirmations, BOLs, PODs, invoices, and other transportation documents, then converts the information into structured FTM records for review
Salesforce Flows
Use Salesforce’s native automation to trigger transportation actions based on record changes – no separate workflow engine
LTL Carrier APIs
Direct connections to LTL carriers for rate quoting, tracking, BOL, and document retrieval
46+ Integrations
EDI, carrier APIs, and logistics platform connections – carrier data surfaces on the Salesforce record

Already on Salesforce? Start Here.

FTM is designed for organizations that already operate on Salesforce and want to manage transportation in the same environment.

Brokers & 3PLs

Manage transportation operations where your business already lives.

Connect sales, quoting, loads, carrier assignments, and billing on the same Salesforce records your customer relationships already live on.

Learn more
Shippers

Extend Salesforce into the freight and logistics side of your operation.

Connect customer and order information with shipment execution and visibility – so your operations team sees freight status on the same records your sales team works from.

Learn more
Carriers & Transportation Operators

Connect operational workflows with your Salesforce environment.

Connect accounts, contracts, dispatch, drivers, and equipment with billing – all within the Salesforce environment where your customer and operational data already lives.

Learn more

Available on Salesforce AppExchange.

FTM is listed on Salesforce AppExchange – the marketplace for Salesforce-compatible applications. Your IT and Salesforce teams can evaluate FTM within the standard AppExchange process.

View FTM on AppExchange
4.9
AppExchange rating
2016
Listed on AppExchange since

Rating shown reflects the FTM AppExchange listing. Verify current figures on AppExchange.

A Structured Path From Salesforce Discovery to Go-Live.

FTM implementation is structured in defined phases. Core workflows can go live in as little as 14 days, depending on scope, integrations, and data migration.

1
Discovery
Review your existing Salesforce environment, transportation workflows, data, users, and integrations
2
Configuration
Configure FTM to match your transportation operation and business processes
3
Integration
Connect carriers, EDI, and any external systems required for your workflows
4
Data Planning
Plan data migration and establish how existing records transition to FTM
5
Training
Train your team on FTM workflows within the Salesforce environment they already know
6
Go Live
Launch with FTM team support and post-go-live monitoring
Discuss Your Implementation

Questions from Salesforce organizations evaluating FTM.

Common questions from COOs, IT Directors, and Salesforce administrators.

Talk to the FTM Team
Yes. FTM is built natively on the Salesforce platform and is available through the Salesforce AppExchange. It is not a third-party application connected to Salesforce through an integration – it is a native Salesforce application that runs within your Salesforce environment.
Yes. FTM is a native managed application that can be deployed within an appropriate existing Salesforce environment. During discovery, the FTM team reviews your Salesforce edition, current configuration, users, permissions, and data architecture to determine the right deployment approach.
Because FTM is native to Salesforce, it can connect to existing Salesforce records such as Accounts and Contacts. FTM’s AutoFill capability can populate transportation records from existing Salesforce data. The specific configuration depends on how your current Salesforce environment is structured. The FTM team can discuss this during a discovery conversation.
Yes. FTM has carrier integrations, EDI capabilities, and a library of 46+ integrations with freight carriers and logistics platforms. Being native to Salesforce means FTM can also use Salesforce’s own integration infrastructure where that is part of your environment. The FTM team can discuss which integrations are relevant to your operation.
FTM supports brokers, 3PLs, carriers, shippers, and mixed transportation operations. This is especially valuable for organizations that already use Salesforce and want transportation data and workflows in the same environment. FTM has been on AppExchange since 2016 and serves customers across carriers, brokers, shippers, and 3PLs on five continents.
FTM runs within Salesforce, so users access it through their existing Salesforce login and interface. User access is managed through Salesforce’s standard permission framework. The team members who already use Salesforce do not need to learn a separate application to use FTM. License requirements depend on the FTM deployment scope and your Salesforce edition.
FTM implementation is structured in phases: discovery, configuration, integration, data planning, training, and go-live. Because FTM is a native Salesforce application, Salesforce administrators familiar with your environment can be directly involved in configuration. The FTM team handles the transportation-specific setup and carrier integrations. Contact the FTM team to discuss the scope of your implementation.
FTM can also provide an appropriate Salesforce environment with included Enterprise platform licensing as part of the FTM deployment. A separate Salesforce purchase is not required for those included users. Contact the FTM team to discuss licensing and deployment options for your organization.

See Your Transportation Workflow Running Inside Salesforce.

Bring your current Salesforce architecture, operational requirements, and integration questions. We’ll show you how FTM fits your environment.

Book a Salesforce TMS Demo Explore FTM

No commitment required. Talk to the FTM team about your Salesforce environment and transportation workflows.

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