Quick Start

Congratulations on signing up with FTM 🎉👏🎊

Start managing your freight with us. Personalizing your account is easy, from setting up your brand, uploading your company logo, using our dashboards, or creating your own. Take a tour of some of the configuration options available.

Now, use the following steps to personalize Freight Transportation Manager.

✅ 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