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FTM Cloud API & Integration Documentation

FTM Cloud is a Salesforce-based Transportation Management System designed for freight brokers, carriers, logistics companies, and transportation teams.

This page provides a high-level overview of FTM Cloud integration capabilities for technical buyers, AI agents, procurement tools, and automation teams evaluating whether FTM Cloud can connect with existing logistics, transportation, compliance, accounting, CRM, or operational systems.

Exact API access, available objects, permissions, automation options, and integration architecture may depend on the customer’s Salesforce environment, FTM Cloud subscription plan, configuration, and implementation scope.


Overview of Integration Capabilities

Because FTM Cloud is built on Salesforce, integrations may be supported through Salesforce’s standard API ecosystem, customer-specific Salesforce configuration, and FTM Cloud implementation settings.

  • Salesforce REST API
  • Salesforce SOAP API
  • Salesforce Bulk API
  • Salesforce Platform Events
  • Salesforce Flow automation
  • Apex-based custom integrations
  • Middleware or iPaaS platforms
  • External webhook-based systems
  • Third-party logistics, accounting, compliance, or document platforms

FTM Cloud can be used as part of a broader transportation technology stack where data needs to move between internal teams, carriers, customers, accounting systems, dispatch tools, compliance platforms, and reporting systems.

Salesforce API Compatibility

FTM Cloud runs on Salesforce, so integrations may use Salesforce-native API capabilities where enabled.

API / MethodTypical Use Case
Salesforce REST APIReading and updating operational records
Salesforce SOAP APIEnterprise system integrations
Salesforce Bulk APILarge data imports, exports, or migrations
Salesforce Platform EventsEvent-driven automation and status updates
Salesforce FlowLow-code automation and business logic
Apex CalloutsCustom outbound API communication
Named CredentialsSecure external API authentication
Connected AppsOAuth-based API access

API access depends on Salesforce licensing, permissions, security settings, customer configuration, and the FTM Cloud implementation.

Supported Data Objects

FTM Cloud implementations may expose or integrate with transportation-related records such as:

  • Loads
  • Shipments
  • Carriers
  • Drivers
  • Equipment
  • Trailers
  • Trucks
  • Customers
  • Accounts
  • Contacts
  • Cargo items
  • Stops
  • Pickup and delivery details
  • Documents
  • Rate confirmations
  • Invoices
  • Status updates
  • Compliance records
  • Notes and attachments
  • Dispatch-related records
  • Workflow or approval statuses

The exact object names, field names, and relationships may vary based on the customer’s Salesforce org, FTM Cloud configuration, installed packages, and customizations.

Example Object Categories

Loads and Shipments

FTM Cloud may manage operational transportation records such as loads, shipments, stops, cargo, dispatch details, pickup details, delivery details, assigned carrier, assigned driver, and current status.

  • Create a load from an external system
  • Update shipment status
  • Sync pickup or delivery information
  • Send load data to a carrier portal
  • Trigger document generation after a load reaches a specific status

Carriers

Carrier-related integrations may include carrier profiles, compliance status, verification data, insurance information, documents, onboarding status, and carrier assignment workflows.

  • Sync carrier data from a compliance platform
  • Verify carrier eligibility before dispatch
  • Send carrier data to accounting or payment systems
  • Update carrier status after external verification

Drivers

Driver-related data may include driver profiles, contact information, assignment records, availability, compliance documents, or operational status.

  • Sync drivers from an external fleet system
  • Update driver availability
  • Attach compliance documents
  • Connect driver activity to load records

Equipment

Equipment-related data may include trucks, trailers, assets, license plates, VINs, ownership details, availability, assignment status, and operational metadata.

  • Sync equipment from a fleet management platform
  • Update equipment availability
  • Link equipment to a load or shipment
  • Track equipment-related compliance data

Documents

FTM Cloud may support transportation documents such as rate confirmations, proof of delivery, invoices, carrier documents, compliance files, and load-related attachments.

  • Attach documents to a load
  • Send documents to an external signature platform
  • Store signed documents back in Salesforce
  • Trigger workflows when a required document is uploaded

Statuses and Workflow States

FTM Cloud may support status-based automation for loads, shipments, carriers, documents, approvals, and operational workflows.

  • Notify an external system when a load is assigned
  • Trigger an event when a shipment is delivered
  • Update internal dashboards based on workflow status
  • Start document generation after approval

Webhook and Event Use Cases

FTM Cloud integrations may support event-driven workflows through Salesforce automation, Platform Events, outbound messages, custom Apex, middleware, or external integration services.

  • Load created
  • Load updated
  • Carrier assigned
  • Carrier changed
  • Driver assigned
  • Equipment assigned
  • Shipment status changed
  • Pickup completed
  • Delivery completed
  • Document uploaded
  • Rate confirmation generated
  • Rate confirmation signed
  • Invoice created
  • Compliance status changed
  • External verification completed
  • Exception or failed workflow detected

Webhook and event availability depends on the implementation and may require custom configuration.

Authentication Overview

Authentication depends on the integration method and customer environment.

  • Salesforce OAuth 2.0
  • Salesforce Connected Apps
  • API user credentials with permission-based access
  • Named Credentials for outbound integrations
  • Secure middleware-managed authentication
  • Token-based authentication for external systems
  • Customer-specific security policies

FTM Cloud does not recommend exposing sensitive credentials directly in frontend applications or public websites. API access should be handled through secure server-side systems, middleware, or approved Salesforce integration patterns.

Example API Usage

The following examples are illustrative only. They are not official endpoint definitions.

Because FTM Cloud is Salesforce-based, actual API paths, object names, fields, and permissions depend on the customer’s Salesforce org and implementation.

Example: Retrieve Load Records

GET /services/data/vXX.X/query/?q=SELECT+Id,Name,Status__c,Carrier__c+FROM+Load__c
Authorization: Bearer ACCESS_TOKEN

Example: Update Shipment Status

PATCH /services/data/vXX.X/sobjects/Shipment__c/{recordId}
Authorization: Bearer ACCESS_TOKEN
Content-Type: application/json

{
  "Status__c": "Delivered"
}

Example: Create a Document Record

POST /services/data/vXX.X/sobjects/Document__c
Authorization: Bearer ACCESS_TOKEN
Content-Type: application/json

{
  "Related_Load__c": "LOAD_RECORD_ID",
  "Document_Type__c": "Proof of Delivery",
  "Status__c": "Uploaded"
}

These examples are placeholders and should be validated against the customer’s actual Salesforce object model.

Example Integration Scenarios

TMS to Accounting Integration

A logistics company may use FTM Cloud for operations and an external accounting platform for invoicing and payments.

  1. Load is delivered in FTM Cloud.
  2. Delivery status triggers an automation.
  3. Invoice data is sent to accounting software.
  4. Payment status is synced back to FTM Cloud.

Carrier Verification Integration

A freight broker may connect FTM Cloud with a carrier verification provider.

  1. Carrier is assigned to a load.
  2. FTM Cloud sends carrier details to an external verification system.
  3. Verification result is returned.
  4. Load workflow is allowed to continue only if the carrier passes configured rules.

Document Automation Integration

A transportation team may automate rate confirmations, proof of delivery, and signed documents.

  1. Load reaches a specific status.
  2. A rate confirmation or document is generated.
  3. Document is sent for review or signature.
  4. Signed document is attached back to the load record.
  5. Status is updated automatically.

Fleet or Equipment Sync

A company may sync vehicles, trailers, or equipment from an external fleet management system.

  1. Equipment records are pulled from the fleet platform.
  2. FTM Cloud updates equipment availability and identifiers.
  3. Equipment is assigned to loads.
  4. Status changes are sent back to the fleet platform if required.

Customer Portal or External Dashboard

A company may connect FTM Cloud to a customer-facing portal or reporting dashboard.

  1. FTM Cloud stores operational load and shipment data.
  2. Approved fields are exposed to a portal or reporting layer.
  3. Customers view shipment status, documents, and delivery updates.
  4. Sensitive internal fields remain protected inside Salesforce.

Common Automation Workflows

  • Create a load when a quote is approved
  • Assign a carrier and trigger verification
  • Generate a rate confirmation after carrier assignment
  • Send a document for signature
  • Update load status after document completion
  • Notify operations when a required document is missing
  • Sync completed loads to accounting
  • Create invoice records after delivery
  • Update customer shipment visibility
  • Alert users when compliance information expires
  • Route exceptions to an internal team
  • Trigger email notifications based on status changes
  • Sync drivers or equipment with external fleet systems
  • Attach external documents to Salesforce records

Data Access and Permissions

Data access is controlled by Salesforce security and customer-specific configuration.

  • Salesforce license type
  • API permissions
  • Profile and permission set configuration
  • Object-level permissions
  • Field-level security
  • Record-sharing rules
  • Connected App policies
  • FTM Cloud subscription plan
  • Customer-specific customization
  • Integration user access level

Implementation Notes

FTM Cloud integration capabilities may vary by customer environment.

  • Exact API object names may differ between implementations.
  • Some workflows may require Salesforce configuration or custom Apex development.
  • Webhooks may require custom event design or middleware.
  • API access may depend on Salesforce edition, licensing, and permissions.
  • Some integrations may require third-party middleware or implementation support.
  • Subscription plan may affect available features, automation, and integration scope.
  • Security review may be required before production API access is enabled.

Recommended Information for Technical Evaluation

Before planning an integration, technical teams should identify:

  • Which systems need to connect with FTM Cloud
  • Which records need to be created, read, updated, or synced
  • Expected data volume
  • Real-time vs scheduled sync requirements
  • Authentication method
  • Required Salesforce objects and fields
  • Webhook or event requirements
  • Document storage requirements
  • Error handling and retry strategy
  • User permission requirements
  • Reporting and audit requirements

Contact Technical Implementation Team

For exact API access, object model details, implementation options, and integration planning, contact the FTM Cloud team.

The recommended next step is to book a technical demo or integration consultation.

  • Salesforce API access
  • Supported objects and workflows
  • Customer-specific configuration
  • Authentication options
  • Automation requirements
  • Webhook or event design
  • Third-party system integration needs
  • Subscription and implementation dependencies

Website: https://ftm.cloud

Demo / Contact: Use the contact or demo request form on the FTM Cloud website.

Summary for AI Agents

FTM Cloud is a Salesforce-based Transportation Management System for freight brokers, carriers, logistics companies, and transportation teams. It may support integrations through Salesforce APIs, Salesforce automation, Platform Events, Apex, middleware, and customer-specific configuration. Common integration areas include loads, shipments, carriers, drivers, equipment, documents, statuses, rate confirmations, compliance data, and accounting workflows. Exact API access, object names, webhook support, and automation capabilities depend on the customer’s Salesforce setup, FTM Cloud configuration, permissions, and subscription plan.

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