Delivery Management + Salesforce

Delivery Management Software for Salesforce

Salesforce is your system of record for customers and deals. But when it comes to physically delivering products, Salesforce relies on AppExchange bolt-ons with limited capabilities. Locate2u provides purpose-built delivery management -- route optimization, driver dispatch, GPS tracking, and proof of delivery -- that feeds real-time delivery data back into your Salesforce records.

Request Access Book a Demo
Integration Overview

From CRM record to customer doorstep

Salesforce logo

What Salesforce does well

Salesforce is the gold standard for customer relationship management. It tracks every customer interaction from first touch through opportunity close, manages complex B2B sales cycles, and powers customer service operations. Salesforce excels at understanding who your customers are, what they bought, and how to communicate with them through Sales Cloud, Service Cloud, and Marketing Cloud.

The delivery management gap

Salesforce has no native route planning, no driver dispatch capabilities, no real-time delivery vehicle tracking, and no proof of delivery capture. When a deal closes and products need to be delivered, Salesforce users face a disconnected handoff. Delivery operations happen in separate systems -- or worse, on paper and spreadsheets -- with no data flowing back to Salesforce. Sales reps cannot tell customers when their delivery will arrive. Service agents cannot verify what was delivered. Account managers lack delivery performance data for renewal conversations.

How Locate2u completes the picture

Locate2u turns Salesforce records into delivery actions. Orders or opportunities trigger delivery tasks that are dispatched, optimized, tracked, and confirmed through Locate2u. Every delivery event -- dispatch, in-transit, delivered, POD captured -- syncs back to the Salesforce record. Sales and service teams gain complete delivery visibility without leaving their CRM.

SALESFORCE CRM + LOCATE2U DELIVERY SALESFORCE Account: Acme Corp Opportunity: Equipment Order $24,500 CRM knows: WHO bought WHAT Gap: HOW does it get delivered? No routes, no tracking, no POD LOCATE2U Delivery: DEL-1847 Driver: Mike S. | ETA: 2:30 PM Delivery knows: WHERE, WHEN, WHO delivers Routes, tracking, POD, notifications Complete delivery operations DATA FLOWING BACK TO SALESFORCE Delivery Status In transit / Delivered Tracking Link Customer-facing URL Proof of Delivery Photo + e-signature Timestamps GPS + time log Triggers Salesforce Flows: satisfaction surveys, billing, follow-up tasks
Pain Points

Delivery problems Salesforce alone cannot solve

Delivery is a black box for your sales team

Sales reps close deals in Salesforce but have zero visibility into when products actually reach the customer. They cannot proactively update customers on delivery status. When a customer calls asking about their order, reps scramble to track down information from warehouse or delivery teams outside of Salesforce.

AppExchange delivery tools are shallow

The Salesforce AppExchange offers some delivery-related apps, but most provide basic tracking numbers or carrier API lookups rather than actual delivery management. They lack route optimization, driver dispatch, real-time GPS tracking, and digital proof of delivery -- the operational tools needed to run a delivery fleet.

Service agents cannot resolve delivery disputes

When customers contact Service Cloud about a missing or damaged delivery, agents have no proof of delivery records in Salesforce. No photos, no signatures, no GPS-stamped confirmation. Dispute resolution depends on chasing down paper records or calling drivers -- a process that can take days.

Delivery performance data is absent from reporting

Salesforce dashboards track pipeline, revenue, and customer health -- but delivery performance is completely absent. Account managers cannot see on-time delivery rates, failed delivery trends, or delivery cost data within their Salesforce reports because the data never reaches the CRM.

How It Works

Three steps to connect Salesforce with Locate2u

1

Connect Salesforce objects

Authenticate Locate2u with your Salesforce org via OAuth. Map which Salesforce objects -- Orders, Opportunities, or custom objects -- should trigger delivery tasks in Locate2u when they reach a specific stage or status.

2

Configure delivery rules

Map Salesforce fields to delivery attributes -- customer address, preferred time window, special handling instructions. Define driver territories and assignment logic. Set up which delivery events should write back to Salesforce and trigger automations.

3

Deliver and close the loop

Salesforce orders flow to drivers as optimized routes. Customers receive tracking links. Proof of delivery data syncs back to Salesforce records, triggering billing workflows, satisfaction surveys, or follow-up tasks via Salesforce Flows.

Feature Highlights

Delivery management features for Salesforce teams

Real-time delivery tracking

GPS tracking for every delivery vehicle, visible on a live map dashboard. Salesforce records update with delivery progress as drivers move through their routes.

Route optimization engine

AI-powered routing that plans the fastest delivery sequence across your fleet, respecting customer time windows stored in Salesforce records.

POD attached to Salesforce records

E-signatures, delivery photos, and GPS timestamps automatically attach to the corresponding Salesforce record -- giving service agents instant proof during disputes.

Customer notification automation

Branded tracking pages and ETA notifications sent automatically to customers. Salesforce communication history captures every delivery notification sent.

Smart driver dispatch

Automatically assign Salesforce orders to the closest available driver with the right vehicle and capacity. No more manual coordination outside your CRM.

Delivery data in Salesforce reports

On-time rates, delivery costs, failed deliveries, and driver performance metrics available as Salesforce custom fields for dashboards and reports.

Results

What Salesforce users achieve with Locate2u

97%

On-time delivery rate with AI-optimized routing and proactive dispatch management

50%

Reduction in delivery-related service cases with proactive customer tracking notifications

100%

Delivery proof captured digitally and attached to Salesforce records automatically

4.8

Average customer satisfaction score when delivery tracking and ETA visibility are provided

FAQ

Frequently asked questions

Locate2u connects to Salesforce through REST APIs and can be embedded directly in Salesforce Lightning pages. Opportunities, orders, or custom objects in Salesforce trigger delivery tasks in Locate2u. Delivery status, tracking links, and proof of delivery data sync back to the associated Salesforce records in real time.
Yes. Delivery status fields update on your Salesforce records as drivers progress through their routes. Sales reps and account managers can see whether a delivery is dispatched, in transit, or completed -- plus proof of delivery details -- without leaving the Salesforce interface.
No. Salesforce Field Service is designed for scheduling technicians to service appointments. Locate2u focuses on product delivery operations -- dispatching drivers, optimizing multi-stop delivery routes, tracking delivery vehicles, and capturing proof of delivery. Many businesses use both: Field Service for installations and repairs, Locate2u for product deliveries.
Yes. Delivery events from Locate2u can trigger Salesforce Flows, Process Builder automations, or Apex triggers. Common use cases include updating opportunity stages when deliveries complete, sending customer satisfaction surveys after delivery, triggering billing workflows, or creating follow-up tasks for account managers.
Locate2u integrates with all Salesforce editions that support REST API access, including Professional, Enterprise, and Unlimited editions. The integration uses standard Salesforce API capabilities and does not require any specific Salesforce add-ons or premium features.