CustomCo transportation data, connected.
Plan a CustomCo integration that brings approved carrier data into FTM and Salesforce. Because CustomCo supports customizable electronic connections, the project can focus on the quoting, tracking, document, or data-exchange workflows your operation actually needs.
Planning illustration only. Final interfaces, fields, and workflows require CustomCo confirmation and implementation.
How a CustomCo integration project moves from idea to production
First, the team defines the operational result it needs. Then FTM and CustomCo access requirements are confirmed before any fields, endpoints, or automated actions are treated as production-ready.
Define the workflow
First, choose the business process, such as quoting, tracking, documents, pickup events, or invoicing.
Confirm carrier access
Next, CustomCo confirms the electronic service, account permissions, credentials, and technical documentation available.
Map the FTM records
Then, the team maps carrier fields and events to Lane Quotes, Loads, documents, or related Salesforce records.
Build and test
Afterward, the connection is tested with approved sample data, error cases, authentication, and expected responses.
Release the workflow
Finally, validated data appears in the selected FTM workflow with monitoring and clear ownership for support.
Important: This page describes an integration planning path. It does not present every CustomCo web feature as an active, prebuilt FTM connector.
Choose the CustomCo data that should support your FTM workflow
CustomCo publicly provides online quoting and shipment tracking, while also describing customizable EDI, API, and web-based XML options. However, a useful FTM project begins by selecting the data that improves a real operating process.
Potential CustomCo data domains
These carrier capabilities can guide discovery, although access must be confirmed.
Possible destinations inside FTM
After the scope is approved, selected data can support the records and users that need it.
- Lane Quote context for approved rate information
- Load milestones for approved tracking events
- Related files for authorized document retrieval
- Billing records for supported invoice data
- Operational alerts for selected exceptions
Carrier capability is not the same as a live FTM connector
CustomCo offers customer-facing technology and customizable electronic connections. Nevertheless, the exact FTM workflow depends on the services CustomCo enables for your account and the project FTM implements.
Online services and customizable data exchange
CustomCo publicly supports online quoting and tracking. In addition, the carrier describes EDI, API, web-based XML, and electronic invoicing options.
FTM endpoints, fields, and automated actions
However, this page does not claim that quoting, tracking, documents, pickups, invoicing, or EDI are already active in FTM. Each item requires approved access, mapping, implementation, and testing.
Put approved CustomCo data beside the transportation record it supports
Instead of treating carrier information as a separate portal task, a configured integration can connect selected data to the relevant FTM record. Consequently, operations can work with carrier context inside the Salesforce workflow.
One operational context
Because selected carrier data can connect to the load or quote, users spend less time matching information manually.
A purpose-built scope
Moreover, the project can prioritize the workflow with the clearest value instead of connecting data that no one uses.
Controlled implementation
Finally, authentication, mappings, failures, and support ownership are tested before the workflow reaches production.
What changes after the approved CustomCo workflow is connected
Without an integration, users often move between the carrier portal and the transportation record. With a configured CustomCo integration, however, selected data can appear where operations already manage the shipment.
- Open a separate carrier workflow
- Search by shipment or reference number
- Copy selected information manually
- Match the result to the correct FTM record
- Use the mapped FTM record as context
- Exchange only approved fields and events
- Apply tested validation and error handling
- Review connected data inside Salesforce
What a properly scoped CustomCo integration can support
Less portal switching
First, approved carrier information can reach the FTM record where the user already works.
Connected shipment status
Next, authorized tracking events can support load visibility when programmatic access is available.
Consistent field mapping
In addition, identifiers and carrier values can follow tested mapping rules instead of manual interpretation.
Document context
Likewise, authorized carrier documents can be associated with the correct Salesforce record when the chosen interface supports retrieval.
Structured data exchange
Because CustomCo describes EDI, API, and XML options, the project can evaluate the path that fits the approved use case.
A scalable first phase
Finally, teams can begin with one valuable workflow and expand only after the first connection performs reliably.
Related FTM integrations and capabilities
Questions about the CustomCo integration
For planning guidance, the FTM team can review your desired workflow, available CustomCo access, record mappings, and implementation requirements.
Define the right CustomCo workflow for your FTM operation
Bring the carrier process you want to improve, whether it involves quoting, tracking, documents, pickup events, or structured data exchange. Then the FTM team can help define the access, mappings, implementation, and testing required.
CustomCo account access and technical confirmation are required. Final scope depends on the approved electronic services and customer requirements.
