Table of Contents

  1. Choose an Object to integrate with 
  2. Create the lookup field
  3. Create a Service Type Field (on the Order object)
  4. Create a Packaging Type Field
  5. Create a Shipment Type Field
  6. Pre populate any other fields
  7. Create the Custom Address Source record
  8. Shipment Auto-creation
  9. Test

Now you can create shipments with one click using our standard Shipmate for USPS App

1. Choose an Object to integrate with

In this tutorial we are going to integrate with the Order object:

2. Create the lookup field

a.) Go to the USPS Shipment custom object by navigating to Setup | Create | Objects | USPS Shipment

b.) Click New under Custom Fields & Relationships

c.) Select Lookup Relationship:

d.) Choose the Order object:

e.) Now you can can keep clicking Next until the custom field is created and then click Save.

3. Create a Service Type Field (on the Order object)

Now that we’ve created our lookup field, we can begin creating the fields that contain the data required for shipping. You can either create a text field or even a formula field if you want to be really smart.

1. Go into Setup > Orders > Fields

2. Click on the New button

3. Select the type of field you want to create. If you select Formula then you can either set a default for all Order objects or you can be clever and write code to generate different values.

4. Choose the name of your Custom Field.

5. This is where you can pre-fill the Custom Address Source values or you can write some code to dynamically choose the value to populate.

6. Then click through the next steps and once finished you should see your new custom field.

Here are the list of values our USPS app accepts for Service Type if you are using Endicia:

  • First
  • Priority
  • PriorityExpress
  • ExpressMailInternational
  • PriorityMailInternational
  • FirstClassMailInternational
  • FirstClassPackageInternationalService
  • PriorityMailExpressInternational
  • GXG
  • LibraryMail
  • MediaMail
  • ParcelSelect

Here are the list of values our USPS app accepts for Service Type if you are using Express1:

  • Priority
  • PriorityExpress
  • ExpressMailInternational
  • PriorityMailInternational

4. Create a Packaging Type Field

Here are the list of values our USPS app accepts for Service Type if you are using Endicia:

  • Card
  • Letter
  • Flat
  • Parcel
  • LargeParcel
  • IrregularParcel
  • FlatRateEnvelope
  • FlatRateLegalEnvelope
  • FlatRatePaddedEnvelope
  • FlatRateGiftCardEnvelope
  • FlatRateWindowEnvelope
  • FlatRateCardboardEnvelope
  • SmallFlatRateEnvelope
  • SmallFlatRateBox
  • MediumFlatRateBox
  • LargeFlatRateBox
  • RegionalRateBoxA
  • RegionalRateBoxB
  • LargeFlatRateBoardGameBox

Here are the list of values our USPS app accepts for Service Type if you are using Express1:

  • Letter
  • Flat
  • Parcel
  • Large Parcel (Any Dimension over 12")
  • Irregular Parcel
  • Flat Rate Envelope
  • Flat Rate Legal Envelope
  • Flat Rate Padded Envelope
  • Flat Rate Gift Card Envelope
  • Flat Rate Window Envelope
  • Flat Rate Cardboard Envelope
  • Small Flat Rate Envelope
  • Small Flat Rate Box
  • Medium Flat Rate Box
  • Large Flat Rate Box
  • DVD Flat Rate Box
  • Large Video Flat Rate Box
  • Regional Rate Box A
  • Regional Rate Box B
  • Regional Rate Box C

5. Create a Shipment Type Field

You can default the shipment type to either outbound or return. Let’s create a text field and set the default value to "OUTBOUND". Here are the available options:

  • RETURN
  • OUTBOUND
  • PAY_ON_USE

6. Pre populate any other fields

You can prepopulate most of the other fields using text, but some you need to know the values specifically. These are detailed below:

Label Size: 4x6, 4x6c, 3.5x5.25, 4x4, 4x5, 4x4.5, DocTab, 6x4, 4x8, 7x3, 6x4, Dymo30384, EnvelopeSize10, Mailer7x5, 7x4, 8x3, Booklet, EnvelopeSize10

Shipment Preferences:

  • If you are using Endicia you need to use this format: Endicia-Preference-00000
  • If you are using Express1 you need to use this format: Shipping-Preference-00000000

7. Create the Custom Address Source record

Now that we’ve created all the required fields on our Order object, it’s time to map them in the Custom Address Source!

Choose the object Order and the lookup field that we created earlier Order__c

Now you can map all fields to the fields we’ve created earlier in this tutorial:

8. Shipment Auto-Creation

If want to bypass the shipping wizard completely and go straight to the shipment page you can check Auto-create shipment if all required fields are set.

9. You’re done! Time to test.

The next step is to set up Chatter.

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