Transport Management + Salesforce

Transport Management System for Salesforce

Salesforce manages your customer relationships -- but it cannot plan loads, select carriers, or track shipments. Locate2u provides the operational TMS that logistics and 3PL companies need alongside their Salesforce CRM, with bidirectional data sync via the Salesforce API.

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Integration Overview

Bridging the CRM-to-transport gap

Salesforce is the CRM of choice for many logistics companies, freight brokers, and 3PLs. It manages customer pipelines, quotes, and service agreements. But when a deal closes and goods need to move, Salesforce offers zero transport management capabilities.

Locate2u bridges this gap. Customer orders created in Salesforce flow into Locate2u where your operations team builds loads, selects carriers, optimizes routes, and tracks shipments. Delivery status, freight costs, and performance metrics sync back to Salesforce so your sales and service teams always know where every shipment stands.

The Salesforce Transport Gap

Why logistics companies using Salesforce need a dedicated TMS

Zero transport operations -- Salesforce has no load building, carrier selection, or freight management capabilities of any kind
Customer service blindspot -- reps cannot tell customers where their shipment is or when it will arrive because Salesforce has no shipment tracking
No cost-to-serve visibility -- profitability per customer account cannot be calculated without transport cost data flowing back from a TMS
Manual order handoff -- without integration, customer orders are re-keyed from Salesforce into transport systems, creating errors and delays

How It Works

Three steps from Salesforce order to delivered shipment

Connect Salesforce

Link your Salesforce instance via the REST API. Customer orders, account data, and service level agreements flow to Locate2u automatically when orders reach the fulfillment stage.

Plan Transport

Build loads from customer orders. Select carriers based on rate, service level, and lane performance. Optimize routes for multi-stop deliveries. Allocate drivers and vehicles to each load.

Execute and Report

Dispatch shipments and track in real time. Delivery status, POD, and cost data sync back to Salesforce records. Customer service reps see live shipment updates directly in SF.

TMS Features for Salesforce

Operational transport management for Salesforce-powered logistics

Load Optimization

Group Salesforce orders into consolidated loads by destination, weight, and delivery window. Maximize vehicle utilization and reduce the number of individual shipments across your customer base.

Carrier Management

Maintain carrier profiles, rate cards, and performance scores. Automate carrier selection per shipment based on cost, transit time, and service level to meet Salesforce-defined SLAs.

Real-Time Tracking

GPS tracking for owned vehicles and carrier milestone tracking. Shipment status and live ETAs sync to Salesforce records so your customer service team can answer inquiries instantly.

Compliance Management

Track transport regulations, driver certifications, and vehicle compliance. Ensure every shipment meets legal and customer-specific requirements before dispatch.

Cost Analytics

Cost-to-serve analytics per Salesforce customer account. Track transport profitability, freight spend trends, and carrier cost variance. Data syncs to Salesforce for account-level reporting.

Driver and Vehicle Scheduling

Assign drivers and vehicles to shipments based on availability, qualifications, and proximity. Manage scheduling across your fleet to ensure on-time pickup and delivery for every customer.

Results

What Salesforce customers achieve with Locate2u TMS

18%

reduction in transport costs through carrier optimization and load consolidation

100%

shipment visibility for customer service reps directly within Salesforce records

94%

on-time delivery rate with SLA-driven carrier selection and route optimization

0 hrs

manual order re-keying eliminated with automatic Salesforce-to-TMS sync

FAQ

Frequently asked questions

No. Salesforce is a CRM platform focused on sales, marketing, and customer service. It has no transport management, logistics, or supply chain modules. Logistics and 3PL companies using Salesforce need a separate TMS to handle carrier management, load planning, shipment execution, and freight cost optimization. Locate2u provides this operational layer with direct Salesforce API integration.

Locate2u connects to Salesforce via the Salesforce REST API and Platform Events. Customer orders, account data, and service commitments flow from Salesforce into Locate2u for transport planning. Shipment status updates, delivery confirmations, and cost data sync back to Salesforce records, keeping your sales and customer service teams informed of transport operations in real time.

Yes. Locate2u syncs shipment status, live ETAs, and delivery confirmations back to Salesforce opportunity and order records. Customer service reps can view transport status directly in Salesforce without switching to a separate TMS interface. For detailed transport planning and execution, logistics teams work in Locate2u's dedicated TMS dashboard.

Absolutely. Third-party logistics providers use Salesforce to manage customer relationships and sales pipelines, but need a TMS for the operational side -- accepting shipment requests, planning loads, managing carriers, tracking shipments, and generating freight invoices. Locate2u bridges this gap, turning Salesforce customer orders into executed transport operations.

From Salesforce to Locate2u: customer accounts, shipping addresses, order details, service level agreements, and special handling requirements. From Locate2u to Salesforce: shipment status, carrier assignments, live ETAs, proof of delivery records, delivery timestamps, freight costs, and transport performance metrics per customer account.