Table of Contents

  1. Kenandy Introduction
  2. Choose an object to integrate shipping with 
  3. Use Formula fields to bring contact data onto the Accounting Seed Object 
  4. Create a Custom Address Source based on your Formula Fields

1. Kenandy Introduction

Kenandy is the developer of the only complete next generation ERP running on the Salesforce App Cloud. Kenandy automates all of your core business processes including quote-to-cash, planning and production, supply chain, and global financials.

2. Choose an object to integrate shipping with

There are two objects that you could potentially integrate with:

  • Sales Order
  • Ship / Invoice

In tutorial we will integrate with Kenandy’s Ship / Invoice object.

3. Use Formula Fields to bring contact data onto the Kenandy Object

Follow the steps below to add Formula Fields to Kenandy’s Ship / Invoice record:

   1. Go to Setup | Create | Objects

   2. Click on the Kenandy Ship / Invoice object

   3. Scroll down to Custom Fields & Relationships and click New

   4. Choose a Formula

   5. Enter an easily identifiable name e.g. ‘RecipientFirstName’ and choose text, click Next

   6. Change the formula type to an Advanced Formula

   7. Click Insert Field and select the formula as follows:

   8. Click Next

   9. Click Next

   10. Uncheck all values because you do not want the formula field on the Ship / Invoice page layout

   11. Click Save & New
Now repeat the steps above for the following additional fields:

  • Ship To Recipient Name
  • Ship To Recipient Phone
  • Ship To Recipient Street
  • Ship To Recipient City
  • Ship To Recipient State
  • Ship To Recipient Postal Code
  • Ship To Recipient Country

4. Create a Custom Address Source based on your Formula Fields

You can now use our Custom Address Source functionality to map your new formula fields to the fields in our shipping wizard.

Follow the Custom Address Source tutorials to finish the integration:

FedEx Custom Address Source Integration

UPS Custom Address Source Integration

USPS Custom Address Source Integration

Did this answer your question?