FedEx Integration Guide

Automate shipment creation, tracking, and label generation with your FedEx account, directly from Salesforce.

Overview

The FedEx integration connects your Salesforce with your FedEx shipping account to let you:

• Create FedEx shipments from any Load
• Auto-generate shipping labels (PDF)
• Track shipments in real-time
• Store all tracking numbers and label files directly under the Load record

This helps you eliminate manual data entry and centralize all shipment data within Salesforce.

What This Integration Does

• Authenticates your FedEx account securely via API
• Sends shipment creation requests directly from FTM
• Receives shipping labels and tracking numbers from FedEx
• Stores shipping labels under the Load’s Files tab
• Allows you to print, email, or re-download labels at any time

Setup Instructions

1. Get FedEx API Credentials

Before setup, you’ll need:

• A FedEx developer account
• A Production API Key, Password, Account Number, and Meter Number

You can generate these from the FedEx Developer Portal

2. Connect FedEx to FTM

Send your API credentials to your FTM implementation team. They’ll:

• Add your credentials to the integration configuration
• Map your shipping defaults (e.g., service type, label format)
• Activate the integration under your Load screen

3. Configure Shipment Defaults

Once active, your FTM system can be set up with:

• Default Service Type (e.g., Ground, Express)
• Default Packaging Type (e.g., Your Packaging, FedEx Box)
• Auto-fill sender address from your facility or contact record

These settings can be customized per org.

Technical Setup (Admin Only)

If you’re managing the FedEx integration on the backend, these are the required components:

1. Connected App

Create a Connected App for FedEx with appropriate scopes for API access.

2. Auth Provider

Create an Auth Provider using the FedEx token endpoint.
This enables secure token-based authentication between FTM and FedEx.

3. Named Credentials

Use Named Credentials to securely store FedEx credentials.
This is used by Apex to authenticate API calls.

4. Add Static Resource (FedEx Credentials)

To securely store and access your FedEx API credentials, use a Static Resource.

Steps:

1. Go to Setup → Static Resources
2. Click New
3. Enter the Name as CredFed
4. Upload a .txt or .json file with the following structure:

json

CopyEdit

{

  "CLIENT_ID": "your_client_id_here",

  "CLIENT_SECRET": "your_client_secret_here" }

5. Set Cache Control to Public
6. Save

This file will be referenced by the Apex integration class to read credentials during runtime.

5. Apex Class

An Apex class handles the API callout and FedEx response parsing.

Make sure it’s configured to use the correct Named Credential and returns the shipping label + tracking number.

---

Creating Shipments

From any Load screen:

1. Scroll to the FedEx Shipping section
2. Review or update fields:
   • Package weight and dimensions
   • Number of pieces
   • Service type (optional override)
   • Recipient address (auto-filled from Stop or Customer)
3. Click “Generate Shipping Label”

FTM will:

• Call FedEx API
• Return tracking number + shipping label
• Store both under the Load → Files tab

Tracking and Status

Once the shipment is created:

• The tracking number is displayed directly in the Load view
• You can click to open real-time FedEx tracking
• FTM can optionally auto-update status from FedEx daily

Field Mappings

FTM Field	FedEx Field	Notes
Pickup Location	Sender Address	From Load or Facility
Delivery Location	Recipient Address	From Stop or Customer
Weight / Dimensions	Shipment Details	Required
Load Number	Reference Field	Included in label for ID
Label File	Label PDF (Base64)	Stored under Files automatically

FAQs

1. Can I edit the shipment after generating the label?
    No, once the label is generated, any change requires voiding and re-creating the shipment.
2. Can I use multiple FedEx accounts?
    Yes, but only one can be active per organization at a time.
3. What happens if the API call fails?
    You’ll see a clear error message on the Load screen, most common causes: missing address info, invalid dimensions, or inactive credentials.

Need Help?

For questions, changes, or to activate your FedEx integration, email [email protected]