Welcome to FTM.
Everything you need to begin using Freight Transportation Manager, understand the implementation journey, and access the right documentation for your role.
1
Getting Started
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2
Configuration
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3
User Setup
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4
Training
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5
Go-Live
Implementation journey
Your First Week with FTM
A typical implementation timeline. Your FTM implementation specialist will align this to your specific environment and requirements.
Day 1
Project Kickoff
Introduction call with your FTM implementation specialist
Review of your transportation workflows and current systems
Confirmation of go-live timeline and key milestones
Salesforce org access verified and AppExchange installation confirmed
Days 2 to 3
Environment Configuration
FTM custom objects and fields configured in your Salesforce org
Workflow rules and automation reviewed and activated
Initial integration connections established and tested
Document templates configured for your organization
Days 4 to 7
User Setup and Workflow Review
Users created and permission sets assigned by role
Data imported using the Salesforce Import Wizard
Carrier and customer records verified in the system
End-to-end workflow walkthrough with your core operations team
Week 2
Training and Go-Live Preparation
Role-based training sessions for dispatchers, brokers, and administrators
Test loads processed end-to-end through quoting, dispatch, and billing
Open questions resolved and configuration adjustments finalized
Go-live confirmed and cutover plan agreed with your team
Documentation
Start with These Guides
Select the guide that matches your primary role in the implementation.
PDF
Brokers & 3PLs
Broker Guide
Daily workflow reference for freight broker operations. Covers quoting, load management, carrier sourcing, dispatch, and billing inside FTM.
Open Guide
PDF
Carriers & Fleet
Carrier Guide
Dispatch, fleet management, and driver workflow reference. Covers load assignment, tracking, POD capture, and settlement workflows.
Open Guide
PDF
Administrators
Salesforce Import Guide
Step-by-step guide for importing data into Salesforce using the Import Wizard. Covers data preparation, field mapping, and record validation.
Open Guide
Live
All Roles
Setup & Implementation
Rollout planning, configuration approach, timeline guidance, and integration sequencing for enterprise FTM deployments.
View Guide →
By role
Documentation by Role
Start with the documentation that maps to your responsibilities in the organization.
Broker Operations
Start with the Broker Guide. Covers quoting, load creation, carrier sourcing via Private Loadboard, dispatch, and invoice generation.
Open Broker Guide
Carrier Operations
Start with the Carrier Guide. Covers load assignment, driver dispatch, the Driver App, POD capture, and carrier settlement workflows.
Open Carrier Guide
Shipper Operations
Start with the Setup guide and Customer Portal documentation. The Shipper Guide is currently in production and will be available soon.
Customer Portal Overview
Salesforce Administrator
Start with the Import Guide and Setup documentation. Covers org configuration, permission sets, user management, and integration setup.
Open Import Guide
Operations Manager
Review both the Broker and Carrier guides to understand full workflow coverage. Focus on the Dispatch Console and Billing documentation.
Dispatch Console Overview
Executive Leadership
Start with the Platform Overview. Focus on Billing and Reporting documentation for KPIs, dashboards, and executive visibility configuration.
Platform Overview
Pre go-live
Before Going Live
Use this checklist to track implementation progress. Click each item to mark it complete.
Organization configured
FTM installed from AppExchange, custom objects and fields active
Users added
All team members created in Salesforce with correct profiles
Permission sets assigned
FTM permission sets applied to each user by role
Data imported
Carriers, customers, and historical records loaded via Import Wizard
Integrations configured
ELD, accounting, and other system connections tested and active
Testing completed
End-to-end test loads processed through quoting, dispatch, and billing
Training completed
Role-based training sessions delivered to all operational teams
Go-live scheduled
Cutover date confirmed with your FTM implementation specialist
0 of 8 complete
How long does implementation take?
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Core workflows are typically live within 14 days. The exact timeline depends on your data complexity, number of integrations, and team availability for training. Your implementation specialist will confirm the schedule during the kickoff call.
Who should attend training?
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Training sessions are structured by role. Dispatchers and brokers attend operational workflow training. Salesforce administrators attend configuration training separately. Executive leadership typically receives a separate reporting and visibility session.
Where do I import data?
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Data is imported using the Salesforce Import Wizard. The Salesforce Import Guide covers field mapping, data preparation, and step-by-step import instructions for carriers, customers, and other records.
Where do I configure integrations?
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Integration configuration is covered in the Setup & Implementation guide and the Integrations page. Your implementation specialist will assist with connection setup during the configuration phase.
Where can I find workflow guides?
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Start with the Broker Guide or Carrier Guide above, depending on your operation type. Detailed workflow documentation for each FTM module is available on the individual platform pages at ftm.cloud/platform.
Who do I contact for support?
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Email [email protected] or call +1 (949) 800-7197. For technical and implementation questions, the support team responds within one business day.
Support
Need Additional Assistance?
Two ways to get help, depending on what you need.
Contact Support
For technical questions, implementation assistance, configuration help, and operational workflow questions. Responses within one business day.
Book an Executive Session
For platform architecture discussions, advanced implementation planning, workflow strategy, and executive reporting configuration. Not for day-to-day support questions.
Schedule a Session →
