Proof of Delivery + Salesforce

Proof of Delivery Software for Salesforce

Salesforce tracks the sale but not the delivery. Your sales team closes deals and Service Cloud manages cases, yet neither has proof that what was sold was actually delivered to the customer. Billing disputes clog the CRM and delay revenue recognition. Locate2u captures e-signatures, photos, and GPS proof at every delivery and syncs it back to Salesforce -- closing the gap between sold and delivered.

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Salesforce Tracks the Sale. Locate2u Proves the Delivery.

Salesforce is the system of record for your customer relationships, opportunities, and orders. But once an order ships, Salesforce has no mechanism to confirm that the delivery actually happened. Sales reps see "Shipped" on an opportunity record but cannot tell a customer whether their goods were received, who signed for them, or when they arrived.

Meanwhile, Service Cloud racks up cases from customers asking "Where is my order?" and disputing whether deliveries were completed. Without proof attached to the CRM record, agents spend time calling drivers, checking carrier portals, and trying to piece together what happened. Locate2u eliminates this friction by capturing digital proof of delivery and pushing it directly into the Salesforce record -- giving every team instant access to delivery evidence.

Salesforce records: Orders, Opportunities, Cases, Custom Objects
Integrates via Salesforce REST API and Salesforce Flow
Works with Sales Cloud, Service Cloud, and custom Lightning apps

The Problem

Sales Closes Deals. Nobody Confirms Deliveries.

Salesforce is built for managing relationships and revenue, not for confirming physical delivery. This disconnect between sold and delivered creates costly friction across your entire organization.

Billing Disputes Clog the CRM

Customers dispute charges because they have no confirmation that what was billed was actually delivered. Service Cloud cases pile up, and agents spend hours trying to track down delivery evidence that does not exist in Salesforce. Each dispute delays revenue and erodes the customer relationship.

Revenue Recognition Delays

Under ASC 606, revenue can only be recognized when control of goods transfers to the customer. Without proof that delivery and acceptance happened, your finance team cannot book revenue on time. They wait for confirmation that may come days late or not at all, delaying financial reporting.

Sales Reps Cannot Answer Delivery Questions

A customer asks their account executive "Did my order arrive?" The rep checks Salesforce, sees "Shipped," but cannot confirm delivery. They escalate to operations, who check the carrier portal, who say it was "left at dock." Nobody can prove it was actually received. The rep looks unprepared and the customer loses confidence.

No Proof for Compliance Audits

Regulated industries need to demonstrate a chain of custody from warehouse to customer. Salesforce tracks the commercial side, but the physical delivery confirmation is missing. Auditors ask for proof of delivery and your team scrambles through email threads and filing cabinets.

How It Works

From Delivery to Salesforce Record in Real Time

Capture Proof

The driver opens the Locate2u app at the customer location. They capture the recipient's signature, photograph the goods at the delivery point, and the app records GPS coordinates and a timestamp. For service deliveries, drivers can also complete custom inspection forms.

Sync to Salesforce

Locate2u pushes the POD data to Salesforce via the REST API. The Order, Opportunity, or custom Delivery object is updated with the confirmation details. Signature and photo files are stored as Salesforce Content attachments. Salesforce Flow triggers can fire on the status update.

Resolve and Bill

With proof of delivery in the CRM, open cases can be auto-resolved, invoices can be generated, and revenue can be recognized. Sales reps, service agents, and finance all see the same delivery evidence directly on the Salesforce record.

POD Capabilities

Complete Delivery Evidence Inside Salesforce

E-Signatures

The recipient signs directly on the driver's device. The signature image is stored as a Salesforce Content file, linked to the Order or Opportunity record as legally defensible proof that the customer accepted the delivery.

Photo Capture

Drivers snap photos of goods at the delivery point, showing condition and placement. Photos carry embedded GPS and timestamp data. When a customer disputes a delivery, the photo alone often resolves the case instantly.

GPS Timestamps

Every POD capture includes precise coordinates and a server-verified time. This data maps to the Salesforce account's shipping address, proving the driver was at the correct location when the delivery was confirmed.

Barcode Scanning

Scan product barcodes at delivery to verify the right items were handed over. Scan data validates against order line items in Salesforce, ensuring what was sold matches what was delivered.

Custom Forms

Build delivery checklists that map to Salesforce fields: installation verification, product inspection sign-off, or regulatory compliance forms. Responses populate custom fields on the Salesforce record for downstream reporting.

Real-Time Salesforce Sync

POD data reaches Salesforce in real time via the REST API. No CSV exports, no manual uploads. Salesforce Flow triggers fire immediately on delivery confirmation, enabling auto-case resolution, invoice creation, and customer notification.

The Impact of Digital POD on Salesforce Operations

85% Fewer delivery-related Service Cloud cases when POD evidence is available

60% Faster dispute resolution when agents have signature and photo proof in the CRM

100% Delivery evidence accessible from the Salesforce Order record for every shipment

3day Faster revenue recognition when POD confirms customer acceptance in real time

FAQ

Frequently Asked Questions

Locate2u connects to Salesforce via the REST API and can also use Salesforce Flow for automation. When a driver captures an e-signature, photo, or delivery note, the proof data is pushed to the corresponding Order, Opportunity, or custom Delivery object in Salesforce. Files are stored as Salesforce Content attachments.

Yes. When a customer disputes a delivery, your sales or support team can open the related Order or Case in Salesforce and view the attached POD evidence: timestamped signature, geotagged delivery photo, and GPS proof. This evidence is available in seconds, allowing reps to resolve disputes without leaving the CRM.

Yes. For businesses that recognize revenue on delivery rather than shipment, proof of delivery provides the verifiable event required for ASC 606 compliance. Locate2u timestamps the exact moment of customer acceptance, giving your finance team the evidence needed to book revenue on the correct date.

Yes. Salesforce Flow can be configured to automatically attach POD evidence to related cases and update case status when delivery is confirmed. If a case is opened for a missing delivery, the POD record provides immediate resolution data, reducing handle time and agent workload.

Locate2u integrates with all Salesforce editions that include API access: Enterprise, Unlimited, and Performance editions for Sales Cloud and Service Cloud. The integration also works with Salesforce Platform licenses and custom apps built on the Salesforce Lightning Platform.