AppAssessor

How to Unify Shipping, Tracking, and Returns Without Leaving Salesforce

By Hamza Abib

Branded content with Zenkraft

Enable end-to-end shipping, real-time tracking, and seamless returns directly within Salesforce, eliminating integration complexity and optimizing fulfillment workflows.

Highlights

  • Ship, track, rate-shop, and process returns from within Service, Sales, or Commerce operations on Salesforce without the need for middleware.
  • Instantly connect to FedEx, UPS, USPS, DHL, LTL freight carriers, and dozens more with a single, pre-certified managed package.
  • Give customers and agents instant visibility with branded tracking pages and proactive push notifications.
  • Deliver live shipping rates and estimated delivery dates at checkout across B2B and B2C Commerce Cloud.
  • Agentforce extension empowers agents and bots with instant, in-chat shipping updates and return processing.
  • Initiate returns, generate labels with embedded RMA numbers, and schedule pickups directly from Salesforce records.
  • Optimize container selection, reduce shipping costs, and accelerate warehouse throughput with an intelligent boxing algorithm and pre-built integrations to industry standard scales, scanners, and printers.

For any business that ships physical goods, the moment an order is placed is just the beginning of the customer journey. Giants like Amazon have set such a high bar that the post-purchase experience (fulfillment, shipping, tracking, and returns) is no longer a back-office function – it has become a critical, customer-facing channel where loyalty can be either won or lost. 

Organizations that wish to make this process more efficient are facing the issue of getting their data to the carrier, outside of Salesforce, through integrations that can be time-consuming, costly to build, and need constant maintenance as carrier systems change and evolve. This causes many organizations to still have this vital part of the process siloed, managing it outside their core CRM. Their teams are having to figure out how to manage multiple carrier portals, manually update tracking information in Salesforce, and constantly fight against custom-built integrations that break regularly. 

Because these organizations have such a disconnected process, it usually leads to higher operational costs, frustrated support agents, and a disconnected customer experience that doesn’t meet the high bar customers expect.

What if you could consolidate this entire logistics puzzle into a single, efficient workflow inside the platform your teams already use every day? This is where Zenkraft comes in. As a 100% native Salesforce application, Zenkraft embeds a comprehensive suite of shipping, tracking, and returns management tools directly into your Salesforce org. 

It transforms Salesforce from a system of record into a system of action for fulfillment, giving your sales, service, and operations teams the ability to manage the entire delivery lifecycle without ever leaving the CRM.

This in-depth overview will showcase the main Zenkraft features, ideal use cases, and setup effort, as well as how fast your users can (and will) enjoy this new integration. 

Features

Zenkraft’s power lies in its comprehensive feature set and pre-built integrations to hundreds of carriers across the globe, which is designed to address every aspect of the logistics lifecycle directly within Salesforce. Let’s explore the core capabilities that make it such a powerful tool for any organization shipping physical products.

Multi-Carrier Shipment Creation and Rate Shopping

One of the most persistent challenges in logistics is managing relationships and integrations with multiple carriers. Each carrier usually has its own portal, its own custom API, and its own process for generating labels and tracking shipments. This makes it difficult for teams and puts them into a constant cycle of logging in and out of different systems, copy-pasting data, and manually comparing rates; a process that is both time-consuming and prone to costly errors.

Zenkraft elegantly solves this problem by centralizing carrier management within Salesforce. It acts as a single, unified gateway to over 150 carriers, including global giants like FedEx, UPS, and DHL, national postal services like USPS and Canada Post, as well as a wide array of LTL (Less Than Truckload) and same-day delivery services.

Here’s how it usually goes. From any standard or custom object in Salesforce (this could be an Order, Quote, Opportunity, or a custom RMA Request object), a user can start the shipping process with a single click. Zenkraft’s intuitive interface allows them to instantly understand the different rates for the different configured carriers.  

The platform pulls in your specific negotiated rates alongside published rates in real time, presenting a clear comparison of services and costs. This ensures that your team can always make the most cost-effective choice for every single shipment without ever leaving the Salesforce UI. 

But it goes deeper than simple rate comparison – you can leverage the full power of the Salesforce platform to automate and customize this process. Using invocable methods in Apex or no-code tools like Salesforce Flow, you can build custom logic to automatically select the best carrier based on predefined business rules. 

For example, you could configure a Flow that automatically applies a 10% markup on shipping for standard customers while offering free shipping to your VIP tier. Or you could set a rule that automatically selects the fastest shipping option for any order over a certain value. This level of automation not only saves time but also ensures that your shipping policies are applied consistently across the board, without relying on individual users to remember complex rules.

Real-Time Tracking and Public Tracking Pages

The question “Where is my order?” (or WISMO) is the bane of every customer support team. These inquiries flood service channels, pulling agents away from more complex issues and driving up service costs. The root of the problem is a lack of proactive communication and accessible tracking information.

Zenkraft tackles the WISMO problem head-on by creating a single source of truth for tracking information within Salesforce. Once the Zenkraft package retrieves a label and tracking number from the carrier, automated status updates will be delivered from the carrier to the associated Shipment record in Salesforce. This status data is summarized in standard stages ( “Picked Up”, “In Transit”, “Out for Delivery”, “Delivered” / “Exception”) and is written back to Zenkraft Shipment records in Salesforce in real time, with the option to also save Checkpoint details.

This means your support agents no longer have to hunt for tracking numbers and look them up on external websites. They can see the complete, live history of any shipment directly on the relevant Salesforce record. But more importantly, Zenkraft empowers you to share this information directly with your customers.

You can embed a Lightning component on your Experience Cloud site or provide a link to a branded, mobile-friendly public tracking page. This page displays the full checkpoint history, and the carrier’s estimated delivery date. This self-service tool deflects a huge volume of service inquiries and provides the transparent, modern tracking experience customers have come to expect from major retailers.

Furthermore, you can manage customer notification preferences, allowing them to opt in or out of receiving updates via their preferred channel, whether it’s email, SMS, or a community portal notification. This gives customers control over how they are informed, further enhancing their experience.

Branded Notifications and Subscription Management

Proactive communication can really be make-or-break when it comes to the post-purchase experience. Customers are usually more forgiving of delays or issues if they are kept in the loop, and proactive notifications keep Where Is My Order (WISMO) inquiries down. Zenkraft provides the tools to build a sophisticated, automated notification strategy using the power of Salesforce.

You can configure event-driven notifications to trigger at any key shipment milestone. For example, you can create customized email templates or SMS messages that automatically go out when a package is shipped, encounters a delay, is out for delivery, or has been successfully delivered. These notifications can be sent through native Salesforce channels like Email-to-Case or connected to third-party messaging platforms like Twilio for SMS and WhatsApp.

The real power here is the ability to automate responses to negative events. When a carrier reports a delivery exception (e.g., “damaged in transit” or “address incorrect”), you can use a record-triggered Flow in Salesforce to orchestrate an immediate, proactive response. For instance, an exception could automatically:

  • Create a new Case and assign it to a specific support queue.
  • Send a Slack notification to your logistics team to investigate.
  • Put a hold on the related invoice until the issue is resolved.

This transforms your support model from reactive to proactive. Instead of waiting for an angry customer to call, your team is alerted to the problem the moment it happens and can begin working on a solution, often before the customer is even aware there’s an issue.

Returns and RMA Management

Returns, or reverse logistics, are an unavoidable part of commerce and can be a major operational and financial drain if not managed effectively. A clunky, difficult returns process can permanently damage a customer relationship. 

Zenkraft streamlines returns by managing the entire process within Salesforce. From a Salesforce Case, a custom RMA (Return Merchandise Authorization) object, or even a self-service portal, your agents or customers can initiate a return.  

You retain full control over the process, with the ability to enforce business rules. For example, you can use a simple toggle on the original Order record to control return eligibility, automatically preventing returns outside your specified window.

Once a return is approved, Zenkraft handles the logistics. It generates a return shipping label, which can be emailed directly to the customer, and can even embed the unique RMA number directly into the barcode. This ensures that when the package arrives back at your warehouse, a simple scan is all that’s needed to identify the original order and customer. Zenkraft can also schedule pickups with the carrier, saving your customer a trip to the post office.

As the return shipment makes its way back, its tracking status is updated in Salesforce, giving both your team and the customer full visibility. The arrival of the return can then trigger native Salesforce Flows to automate the final steps of the process, such as issuing a refund, creating a replacement order, or updating inventory records. This level of automation reduces the manual follow-up required by your team and ensures that customers receive their refunds or replacements as quickly as possible, turning a potential negative experience into a positive one.

Agentforce Extensions

Zenkraft’s Agentforce extension brings powerful logistics actions directly into customer conversations, helping organizations reduce manual work and elevate customer satisfaction. The Agentforce extension includes pre-built Salesforce Flows and invocable Apex methods (“getShipmentTrackingDetails”, “initiateReturn”, for example) that let your support agents or Agentforce chatbot instantly fetch live shipping updates, provide accurate ‘Where Is My Order?’ responses, and initiate returns without leaving the chat window.

Business and technical teams can extend or customize the pre-built flows, by adding client-specific logic for rate markups, preferred carriers, or exception handling, for example, using low-code tools like Salesforce Flow. The solution also enables automated responses for the most common shipping inquiries, freeing up agents’ time to focus on high-value tasks, cutting support costs, and speeding up resolution times. By combining technical ease-of-use with clear business outcomes, Zenkraft’s Agentforce extension empowers support teams to build on their existing Agentforce investment to deliver proactive, on-brand logistics experiences that drive both operational efficiency and customer loyalty.

Use Cases

Zenkraft’s flexibility makes it a valuable tool across a wide range of industries and business models. Here are just a few scenarios where it can deliver transformative results:

  • B2B Commerce Sites: A manufacturing company running its distributor portal on Salesforce B2B Commerce can use Zenkraft’s Shipping Provider Extension to present real-time shipping rates at checkout. Distributors can choose from their negotiated freight rates or standard parcel options, with the costs flowing directly into the final order total. This eliminates the need for manual freight quoting and streamlines the ordering process for business customers.
  • B2C Commerce Experiences: A fashion retailer using Salesforce Commerce Cloud (SFCC) can leverage the Zenkraft Cartridge for SFCC to offer a premium delivery experience. At checkout, the customer sees not just shipping costs but also reliable, carrier-provided estimated delivery dates. They could be offered specialized options like “Locker Pickup” or “Ship to a Local Access Point,” with a map to find the most convenient location, boosting conversion rates and customer satisfaction.

Other scenarios can include: 

  • Field Service and Parts Logistics: A medical device company using Field Service Lightning can automate the shipment of spare parts to its technicians in the field. When a technician creates a part request from a Work Order, Zenkraft automatically generates a shipping label from the nearest warehouse. The technician has full visibility into the shipment’s tracking status, ensuring they know exactly when the part will arrive, which is critical for meeting strict service level agreements (SLAs).
  • Case-Based Returns and RMAs: A consumer electronics company can embed the returns process directly within Service Cloud. When a customer reports a faulty device, the support agent can verify warranty eligibility on the original Order record and, with a single click, initiate an RMA. A return label is emailed to the customer, and the agent can track the inbound shipment directly from the Case, ensuring a smooth and efficient replacement or repair process.
  • Contracts and Paperwork: A law firm or financial services company can use Zenkraft to manage the delivery and return of sensitive, time-critical documents that require manual “wet” signatures. By generating shipping labels directly from a Contract or Opportunity object, they can track the documents’ journey to the client and back. Automated workflows can create follow-up tasks for the legal team once a contract is delivered or flag contracts that have not been returned within a specified timeframe, ensuring that no critical paperwork falls through the cracks.

Setup

One of the most compelling aspects of Zenkraft is its ease of setup. Unlike traditional logistics software that can require lengthy and complex implementation projects, a Salesforce administrator can get Zenkraft up and running quickly using guided, point-and-click interfaces.

The process typically involves these steps:

  1. Install Package: The journey begins by installing the Zenkraft managed package from the AppExchange. Once installed, you assign the included permission sets to the relevant users, giving them access to the application’s features.
  2. Carrier Credentials: Next, you connect your carrier accounts. This is done securely within the Zenkraft Shipping Preferences tab. You simply enter the access credentials and/or account numbers provided by your carriers. This direct, secure connection is what allows Zenkraft to pull live rates, book shipments, and enable tracking updates with the carriers.
  3. Shipping Object Setup and Page Configuration: To make the shipping features accessible to your users, you simply create lookup relationships, configure page layouts, and set up Zenkraft’s Lightning Web Components. You can add the Shipping, Tracking, and Returns components to any standard (Order, Case, etc) or custom objects in your org.
  4. Workflow Configuration and Customization: Finally, you configure the application to match your specific business processes. This includes mapping your Salesforce data to automate the fields that indicate Ship From / To addresses, defining your standard package sizes for the boxing algorithm, customizing your tracking notification templates, and setting up any automation rules in Salesforce Flow.

An intermediate admin can typically get the core shipping and tracking capabilities piloted within a single business day. A full implementation, including returns management and pick-and-pack workflows, can be operational in less than a week, delivering an incredibly fast time-to-value.

Support

Zenkraft understands that logistics are mission-critical, and they back their solution with a robust, multi-layered support model to ensure customer success.

  • Online Documentation and Help Center: Their comprehensive help center is the first port of call, offering detailed setup guides, API documentation, best practice articles, and step-by-step tutorials.
  • Customer Support: For immediate assistance, users can access a log case directly from within the Zenkraft website. They can also email a case directly to support@zenkraft.com, where the Zenkraft team focuses on a swift first response, and is happy to arrange a call or screen share.

Pricing

Zenkraft offers a tiered subscription model that is designed to scale with your business. The pricing is primarily based on shipment volume and the specific features you require. For more pricing information, please visit their AppExchange listing

Summary

Managing the physical fulfillment of goods is usually an overlooked aspect of the customer journey, where customer loyalty could be improved. All too often, it involves a messy web of external systems, manual processes, and data silos that drive up costs and create poor customer experiences. 

Zenkraft offers a powerful and elegant solution by embedding a complete, end-to-end logistics platform directly into the heart of your business: Salesforce.

By centralizing multi-carrier shipping, providing proactive, real-time tracking, and streamlining complex processes like returns and warehouse management, Zenkraft eliminates the friction and inefficiency of traditional logistics. 

It empowers your teams to work smarter and faster, all within the familiar Salesforce environment. Most importantly, it allows you to deliver a seamless, transparent, and responsive post-purchase experience that builds lasting customer loyalty. 

If you ship physical products and run your business on Salesforce, Zenkraft isn’t just a “nice-to-have” utility; it’s a foundational component for achieving true operational excellence.

The Author

Hamza Abib

The Presales Architect | 31x Salesforce certified | Salesforce Practice Lead

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