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Setup

Quick Start

✅ Step #1: Input Your Company Information

  • From the top-right gear icon ⚙️ navigate to Setup > Company Settings > Company Information. 
  • Select Edit, make the necessary changes, and save.

✅ Step #2: Upload Your Company Logo

  • From the top-right gear icon ⚙️ navigate to Setup > Custom code > Static Resources. 
  • Select new, enter a name, choose file with Public Cache Control, and save.

✅ Step #3: Add New Users (If Signed up for More Than 1 User)

  • From the top-right gear icon ⚙️ navigate to Setup > User > User > New User. 
  • For Admin users, choose Salesforce as the User License and System Administrator as the Profile. For non-Admin users, select Salesforce Platform as the User License and the corresponding Profile.

✅ Step #4: Make the FTM Package Available/Unavailable for Existing Users

  • From the top-right gear icon ⚙️ navigate to Setup > Apps > Packaging > Installed Packages. Click Manage Licenses and add/remove users.

✅ Step #5: Add/Remove Fields on Load, Lane Quote or Other Tabs

  • Go to Object’s Tab > Edit Object > Page Layouts > [Page Layout Name] 
  • Please note you can use the ‘Page Layout Assignments’ button on the right to determine which Layout is assigned to which profile.
  • Here you can reorder fields’ positions and add/remove them on the layout.

☑︎ Step #6: Override Labels of FTM Packaged Fields (Optional)

  • Go to the Object’s Tab. Then from the top-right gear icon ⚙️ navigate to Setup > User Interface > Translation Workbench > Override
  • Select FTM, [Language], Custom Field, [Object] and Field Label for Package, Language, Setup Component, Object and Aspect respectively. Enter the desired field label in the Field Label Override column and save.

☑︎ Step #7: Add/Remove/Edit/Reorder Values of a Picklist Field (Optional)

  • Go to the Object’s Tab. Then from the top-right gear icon ⚙️ navigate to Edit Object > Fields & Relationships> [Field Name] > [Field Name] Picklist Values.
  • Here you can edit/add/reorder and remove picklist values.

☑︎ Step #8: Add a New Field (Optional)

  • Go to the Object’s Tab. Then from the top-right gear icon ⚙️ navigate to Edit Object > Fields & Relationships > New 
  • Select its Data Type and give it a name. Add the new field to the profile(s) and layout(s) and save.

☑︎ Step #9: Modify List View Columns (Optional)

  • Go to any Tab and select a List View from the left side. Then from the right side smaller gear icon ⚙️ choose Select Fields to Display 
  • Here you can add / remove / reorder columns and save.

☑︎ Step #10: Add Filters to Your List Views (Optional)

  • Go to any Tab and select a List View from the left side. Then click the right side funnel icon.
  • Here you can add / edit / delete filters and save.

☑︎ Step #11: Modify Profiles’ Access Level (Optional)

  • From the top-right gear icon ⚙️ navigate to Setup > Users > Profiles and select any profile. 
  • Here you can modify object access level, field-level security, layouts and more for your user profiles.

☑︎ Step #12: Update Your Theme and Branding (Optional)

  • From the top-right gear icon ⚙️ navigate to Setup > Interface > Themes and Branding and create a new theme.
  • Here you can use your logo, banner images and colors to match your branding guidelines.

☑︎ Step #13: Edit Pages (Optional)

  • From the top-right gear icon ⚙️ of a record page or Home page navigate to Setup > Edit Page.
  • From the left panel you can drag and drop components and from the right panel you can edit preferences of each component.

☑︎ Step #14: Modify or Add Reports (Optional)

    • From the top navigation bar go to Reports > All Folders > FTM. Select an existing report or create a new one. Click the Edit button if not in edit mode.

    • On the right side you are able to add columns and groupings. Also you are able to apply necessary filters.

☑︎ Step #15: Modify or Add Dashboards (Optional)

  • From the top navigation bar go to Dashboards > All Folders > FTM. Select an existing dashboard or create a new one. Click the Edit button if not in edit mode. Click the top + Component. Then select the report and the chart type you’d like to add.
  • Here you can add, remove or rearrange components.

FAQ

Go to Setup | Users | Users | Find your user and change the email. Save and go to the inbox of the new email. Confirm via the link sent to your new email address.

Go to Setup | Users | Users

Find your user. Click Edit, uncheck the Active box and Save.

With a System Administrator user go to Setup | Users | Users

Find your user. Click reset password and confirm. The other user will receive an email to reset their password.

Go to Setup | Users | Profiles | New

Select an Existing Profile, give it a name and Save.

Before creating a sandbox, you must have at least one public group in your system. 

Follow these steps to create a public group. Go to Setup | Public Groups and Create a New Public Group.

Then go to Setup | Environments | Sandboxes

Click New Sandbox and give it a name for example ‘test1’

Click Next on the bottom left and Create

Go to Setup | Environments | Deploy| Deployment Settings

Click on the Sandbox name and Edit. Allow Inbound Changes and Save.

Go to Setup | Outbound Change Set | New

Give it a name and add the components you’d need to deploy to the destination Org. Then upload the changes.

Pease note you’d need to include corresponding test classes if you are including Apex components.

Go to Setup | Inbound Change Set | Validate | Run specified tests

Enter the names of test classes in a comma-separated list and validate. After a successful validation, Deploy or Quick Deploy the change set.

Go to Setup | User Interface | Rename Tabs and Labels Click Edit any Custom or Standard Tab, make changes and save.

Go to Object’s Tab | Edit Object | Fields & Relationships | Set History Tracking

Select the fields you’d like to track. Make sure the object history is added under Related Lists of the page layout.

Go to Setup | Data | Export Data

Export Now or Schedule Export for the object(s) you’d need the records for.

Data Model

Whether you’re a developer, customer, or partner looking to implement, extend or integrate with FTM, Data Model is your go-to resource. It outlines 58 objects, their attributes, relationships, and roles across carriers, shippers, and brokers—providing a solid foundation for building on top of the FTM system.

Integration

Once you’ve studied and extended the Data Model to fit your needs, the next step—if required—is integrating with third-party applications. We’ve already implemented several integrations to support this, and below you’ll find clear instructions on how to use the ones currently available.

  • DAT
  • Truckstop
  • Google Maps
  • PC Miler
  • Geotab
  • Samsara
  • Satrack
  • Macropoint
  • QuickBooks
  • AccountingSeed
  • Sage
  • Haul Pay
  • Truimph
  • RMIS
  • Saferwatch
  • My Carrier Portal
  • FedEx
  • JP Express
  • Ward
  • CustomCo
  • Estes Express
  • Estes Forwarding
  • R+L Carriers
  • SAIA
  • AAA Cooper
  • Daylight Transport
  • Xero
  • Primus
  • Trucker Tools
  • XPO
  • UPS
  • EDI file transfer
  • XML file transfer
  • Highway
  • EnterSoft WMS

Use Case

The following examples show how businesses with different structures and challenges have successfully tailored the system to their needs. From manufacturers to freight brokers and carriers, these use cases highlight how the platform supports real-world logistics operations through smart integrations and efficient workflows.

Use Case #1

Industry: Manufacturing / shipper
Operations: 21 countries across multiple continents
Employees: ~700
Product: Electric appliances
Distribution: From internal and external warehouses to customer sites

Overview:
This manufacturer manages a complex distribution network spanning multiple continents. Their operations include hundreds of warehouses—both internal and external—and they require precise coordination of shipments and inventory across regions.

How the System Helps:

  • Supports high-volume order processing and global distribution logistics
  • Automates carrier selection based on availability, capacity, and service area
  • Uses route optimization tools to ensure cost-effective deliveries
  • Manages costing and invoicing through centralized workflows
  • Provides visibility across all stages of shipment and inventory movement

Integrations:

  • Internal WMS (Entersoft) for inventory data
  • Google Maps & OpenStreet for location data and routing
  • GraphHopper for route optimization
  • Bid portal to enable carrier’s sales team to bid on available shipments

Why This Matters:
FTM’s flexible integrations and intelligent dispatch tools help large-scale manufacturers manage complex supply chains without compromising efficiency or visibility.

Use Case #2

Industry: Freight Brokerage with In-House Fleet and Warehousing
Headquarters: Miami, Florida
Service Regions: North, Central, and South America

Overview:
This freight broker operates a hybrid model, combining third-party logistics with its own fleet and storage facilities. They needed a system to manage sales, logistics, and compliance across multiple countries and modes.

How the System Helps:

  • Centralizes load planning, dispatch, and fleet coordination
  • Handles invoicing and sales workflows within the same platform
  • Supports multi-regional operations with real-time tracking
  • Streamlines load posting and carrier communication
  • Enables team collaboration through role-based access
  • Carrier Portal to enable carrier’s rep or drivers to update the shipment status

Integrations:

  • Accounting Software (Sage) for financial reporting
  • RMIS and Highway for carrier vetting and onboarding
  • Load Boards (Truckstop, DAT) for wider load visibility and capacity sourcing

Why This Matters:
By using FTM’s integration-ready platform, this brokerage reduced back-and-forth between systems, increased transparency, and improved operational efficiency.

Use Case #3

Industry: Transportation / Carrier
Headquarters: Bogotá, Colombia
Fleet Size: 300 Trucks

Overview:
A mid-sized carrier operating across Colombia needed a way to monitor its fleet, ensure compliance, and reduce manual tasks in dispatching and government reporting.

How the System Helps:

  • Real-time fleet tracking and dispatch from a centralized console
  • Automatic government reporting to comply with transport regulations
  • Integrated telematics for live GPS data and maintenance alerts
  • Efficient route planning and load scheduling

Integrations:

  • Satrack for telematics and vehicle tracking
  • National government portals for compliance reporting
  • Accounting Software (Xero) for financial reporting

Why This Matters:
FTM gives carriers the tools to operate more transparently and stay compliant, while reducing overhead through automation and visibility.

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