Upgrading Shipmate

How do I upgrade to Shipmate Version 2.6?

Version 2.6 Overview

Shipmate Version 2.6 includes some great new features including:

  • Support for 4 x 6.75 thermal labels with DocTab
  • A workaround for hitting the scheduled job limit
  • Speed enhancements in wizard – making shipping even faster

To Upgrade go to the AppExchange to get the latest version and then follow the upgrade steps below:

  1. Go to Setup | Create | Objects
  2. Click on the FedEx Shipment object
  3. Under the Field Label column, click on Label Image Type
  4. In the Picklist Values section, click New
  5. Copy and Paste the following two lines into the input box EXACTLY as written below, then click Save. NOTE: Error in copy/paste will cause label generation to fail.

Thermal 4×6.75 – Eltron

Thermal 4×6.75 – Zebra

  1. Go to Setup | Create | Objects
  2. Go to Setup | Create | Objects
  3. Click on the Shipmate Preference object
  4. Under the Field Label column, click on Label Image Type Default
  5. In the Picklist Values section, click New
  6. Copy and Paste the following two lines into the input box EXACTLY as written below, then click Save. NOTE: Error in copy/paste will cause label generation to fail.

Thermal 4×6.75 – Eltron

Thermal 4×6.75 – Zebra

How do I upgrade to Shipmate Version 4.0?

Depending on what edition of Shipmate you are currently using, the steps to upgrade will differ slightly. First, follow these steps to determine what version of Shipmate you are currently using:

  1. Go to Setup | View Installed Packages

  2. Click ZenKraft Shipmate - FedEx for Salesforce

IMPORTANT: Upgrading Shipmate does NOT require you to uninstall your previous version. None of your old shipment data or customizations will be lost or affected.

I am on V3.0 or higher:

It's easy! Just go to our  FedEx AppExchange listing and install the app over the top of your existing version.

If you've forgotten how to do that,  just follow the installation guide.

I am on a version 2.6-3.0

  1. Go to Setup | View Installed Packages
  2. Click ZenKraft Shipmate – FedEx for Salesforce
  3. Go to our FedEx AppExchange App and click Get It Now to install the latest version (v3.00) into your production environment.

I am on version 2.2 or lower

Go to the AppExchange to get the latest version and then follow the upgrade steps below:

  1. Go to Shipmate Preferences tab
  2. Select any existing Shipmate Preference record
  3. On the top right, click on Edit Layout
  4. In the layout editor, on the left, select Buttons
  5. Drag Setup Thermal Printer onto the Shipmate Preference Layout, into the Custom Buttons box
  6. On the top left, click Save
  7. Go to Shipmate Preferences tab
  8. Select any existing Shipmate Preference record
  9. On the top right, click on Edit Layout
  10. Drag Email Notify on Delivery Default, Email Notify on Exception Default and Thermal Printer Name to the Shipmate Preference layout, under the Other Defaults section
  11. On the top left, click Save

Add buttons to shipment layout

  1. Go to Shipments tab
  2. Select any existing Shipment record
  3. On the top right, click on Edit Layout
  4. In the layout editor, on the left, select Buttons
  5. Drag Printable Summary onto the Shipment Layout, into the Custom Buttons box
  6. Drag Print Thermal labels onto the Shipment Layout, into the Custom Buttons box
  7. On the top left, click Save
  8. Go to Shipments tab
  9. Select any existing Shipment record
  10. On the top right, click on Edit Layout
  11. Drag Email Notify on Exception to the Shipment layout, under the Email Recipients section

Edit picklist values for Shipmate Preference object

  1. Go to Setup | Create | Objects
  2. Click on Shipmate Preference
  3. Under the Field Label column, click on Label Image Type Default
  4. In the Picklist Values section, verify the values "Thermal 4×6 – Eltron" and "Thermal 4×6 – Zebra" are values. If not, perform steps 5 & 6.
  5. In the Picklist Values section, click New
  6. Copy and Paste the following two lines into the input box EXACTLY as written below, then click Save. NOTE: Error in copy/paste will cause label generation to fail.

Thermal 4 x 6 - Eltron

Thermal 4 x 6 - Zebra

Edit picklist values for Shipment object

  1. Go to Setup | Create | Objects
  2. Click on Shipment
  3. Under the Field Label column, click on Label Image Type
  4. In the Picklist Values section, verify the values "Thermal 4×6 – Eltron" and "Thermal 4×6 – Zebra" are values. If not, perform steps 5 & 6.
  5. In the Picklist Values section, click New
  6. Copy and Paste the following two lines into the input box EXACTLY as written below, then click Save. NOTE: Error in copy/paste will cause label generation to fail.

Thermal 4 x 6 - Eltron

Thermal 4 x 6 - Zebra

 I am on version 2.3

Go to the AppExchange to get the latest version and then follow the installation guide.

You will need to deploy Shipmate version 2.4 by following the steps below:

  1. Navigate to Setup | View Installed Packages.
  2. Click on ZenKraft Shipmate – FedEx for Salesforce package.
  3. Click Deploy, then Deploy.

Remove Version Capture button from Shipmate Preference Layout

  1. Select Shipmate or ZenKraft Shipmate from the app drop-down
  2. Go to Shipmate Preferences tab
  3. Select any existing Shipmate Preference record
  4. On the top right, click on Edit Layout
  5. In the layout editor, on the left, select Buttons
  6. Drag the Version Capture button off the layout into the Buttons area
  7. On the top left, click Save

Add ‘Save As’ fields to Shipment Layout

Ever ship to a recipient that’s not already stored in Salesforce? Now you can utilize these friendly links to quickly save the Recipient data from a Shipment record to a Lead, Contact or Account. Simply click one of the links and you’ll be taken to the respective Edit page with Name, Company, Phone, Email and the Mailing address pre-populated. If your shipment contains Shipment Notes, they will also pre-fill the corresponding Description field. If you Save as Contact and the Shipment record already has a Recipient Account, this will also pre-fill the Account Name field on the Contact Edit page. We hope this feature saves you keystrokes and time.

Note: When saving as a Lead or Contact, the Name will be passed to the Last Name field. You will need to manually move the first part of the full name into the First Name field on the Lead and Contact.

  1. Go to Setup | Create | Objects
  2. Click on FedEx Shipment
  3. Under Page Layouts click Edit
  4. In the layout editor, on the left, select Custom Links
  5. We recommend you create a new section called Save Recipient under the Recipient section on the page layout. Then drag the 3 custom links to this new section as shown in the image below.
  6. On the top left, click Save

Add Schedule Tracking button to the FedEx Shipment page

  1. Go to Setup | Create | Objects
  2. Click on FedEx Shipment
  3. Under Search Layouts click Edit next to FedEx Shipments List View
  4. Move Schedule Tracking from Available Buttons to Selected Buttons
  5. Click Save

Add new Shipment fields to Shipment Layout

  1. Go to Setup | Create | Objects
  2. Click on FedEx Shipment
  3. Under Page Layouts click Edit
  4. In the layout editor, on the left, select Fields
  5. Drag the four fields onto the page layout: Actual Delivery Date, Delivered, Last Track Update Time and Status Description
  6. Click Save

Add new fields to Shipment Package

  1. Go to Setup | Create | Objects
  2. Click on Shipment Package
  3. Under Page Layouts click Edit
  4. In the layout editor, on the left, select Fields
  5. Drag the two fields onto the page layout: Delivered and Status Description
  6. Click Save

Change App Name and Logo

  1. Go to Setup | Create | Apps
  2. Click on ZenKraft Shipmate
  3. Click Edit
  4. Change the App Label from ZenKraft Shipmate to Shipmate
  5. Under Choose the Image Source for the Custom App Logo click Insert an Image
  6. In the pop-up window change the File Location to Shipmate Folder
  7. Click FedEx Logo
  8. Click Save

Delete all remaining Version Capture reminders

  1. Go to the Shipmate Preference Record
  2. Scroll down to Activites
  3. Click on the name of any single version capture reminder, "Please perform ‘Version Capture’…"
  4. Click on the View Series tab
  5. Click Delete Series
  6. Repeat for each Shipmate Preference record

Initialize Shipmate security settings

  1. Select Shipmate or ZenKraft Shipmate from the app drop-down
  2. Go to Shipmate Preferences tab
  3. Click New Shipmate Preference
  4. Click Initialize
  5. Click Cancel
  6. Select any existing Shipmate Preference record

I am on version 2.5

Go to the AppExchange to get the latest version and then follow the upgrade steps below:

  1. Go to Setup | Create | Objects
  2. Click on the FedEx Shipment object
  3. Under the Field Label column, click on Label Image Type
  4. In the Picklist Values section, click New
  5. Copy and Paste the following two lines into the input box EXACTLY as written below, then click Save. NOTE: Error in copy/paste will cause label generation to fail.

Thermal 4×6.75 – Eltron

Thermal 4×6.75 – Zebra

  1. Go to Setup | Create | Objects
  2. Click on the Shipmate Preference object
  3. Under the Field Label column, click on Label Image Type Default
  4. In the Picklist Values section, click New
  5. Copy and Paste the following two lines into the input box EXACTLY as written below, then click Save. NOTE: Error in copy/paste will cause label generation to fail.

Thermal 4×6.75 – Eltron

Thermal 4×6.75 – Zebra

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