Revenova TMS Installation Guide

Initial TMS Installation

Use these instructions only if you’re installing Revenova TMS for the first time. See the Upgrading from a Previous Version section to perform the upgrade from the previous release.

Items in blue are optional and may be skipped if the feature is not used.

1. From Setup → Lightning Email Templates, toggle Folders and Enhanced Sharing to On.

2. Create a new Permission Set:

   1. From Setup → Permission Sets, select the New button at the top of the Permission Sets list.

   2. Label the new Permission Set as Manage Public Lightning Email Templates and Drag-and-Drop Content Builder.

   3. Select Save.

   4. Select the link for System Permissions and select the Edit button.

   5. Search for these two permissions and add them to the Permission Set:

      • Manage Public Lightning Email Templates

      • Access drag-and-drop content builder

   6. On the Permission Changes Confirmation modal, select Save.

   7. Assign the Manage Public Lightning Email Templates and Drag-and-Drop Content Builder Permission Set to the logged-in user completing the installation.

3. Obtain the URL and install the package using the Install for all Users option.

4. Wait a few minutes for the application to complete the installation process. You will receive an email once the installation is complete.

5. From Setup → Installed Packages, select the Manage Licenses link for the TMS package and assign licenses to users.

6. From Setup → State and Country/Territory Picklists, turn on Country/State Picklists. Start with the United States as the only country unless you have more information.

7. From Setup → Data Integration Rules, activate Geocodes for Account Shipping Address.

8. From Setup → Enhanced Email, confirm that the Enhanced Email setting is enabled.

9. From Setup → Flows, set up and activate the packaged TMS Auto-Reject Carrier Template as a new flow or use an equivalent method to invalidate unacceptable carriers:

   1. Select the TMS Auto-Reject Carrier Template flow.

   2. In the Flow Builder, select the Save As New Flow button.

   3. Set the Flow Label as “TMS Auto-Reject Carrier” and API Name as “TMS_Auto_Reject_Carrier”.

   4. Select Save, then Activate.

10. From Setup → Duplicate Rules, turn off Matching Rules and Duplicate Rules for Accounts and Contacts, as they can prevent auto-creation of accounts in the application.

11. From Setup → Session Settings, check the Use Lightning Web Security for Lightning web components and Aura components setting to ensure all components meet Salesforce security standards. If this feature is not enabled, all Lightning Web Components may encounter errors during use. Select Save.

12. From Object Manager, for each object listed, select the Edit button. Under the Optional Features section, check the box for Track Field History. Select Save.

    • Carrier Quote

    • Carrier Quote Accessorial

    • Claim

    • Container

    • Customer Quote

    • Customer Quote Accessorial

    • Customer Quote Tax

    • Driver

    • EPayment

    • Fleet Asset

    • Line Item

    • Load

    • Load Accessorial

    • Load Reference

    • Sales Tax

    • Stop

    • Transportation Profile

13. (For Fleet orgs) Enable Feed Tracking for the following objects. This enables the Chatter feature across Fleet Management.

    1. From Setup → Feed Tracking, select the following objects.

    2. Check Enable Feed Tracking.

    3. Select Save.

       • Driver

       • Fleet Asset

       • Load

       • Trip Plan

14. (For Artimus AI orgs) Set the Modes that use the Artimus AI feature for creating Load or Truck Posting records. From TMS Admin → Modes, check the AI Enabled field for all Modes that use the Artimus AI feature. A default AI Load Field Version is generated during Step 15.

    Note: Do not check this field for Modes that should not be used by the Artimus AI feature.

15. From TMS Admin → Configuration, select the Reset Reference Data button ONCE. Wait for this process to complete.

16. From TMS Admin → Configuration, fill out all the fields in the Global Settings section with valid values.

17. Create a global Transportation Profile as the Global Default and set it in TMS Admin → Configuration.

18. From TMS Admin → Equipment Types, set the four load board equipment types by visiting and filling out all information on each Equipment Type record.

19. From Setup → Chatter Settings, enable Chatter.

20. From Setup → Trusted URLs, add a new trusted URL for ALK Maps:

21. Ensure these custom Account fields are displayed for TMS users and are properly secured:

    • TMS Type

    • Transportation Profile

    • DBA Name

    • Customer Sales Rep

    • Default Payment Method

    • Posting City

    • Posting State/Province

    • Time zone

22. Make sure the Transportation Role field is displayed for TMS users on the Contact page layout.

23. Provide appropriate CRUD (Create, Read, Update, Delete) access to each user profile for each TMS object.

24. Customize page layouts and Lightning Record Pages as appropriate for each profile.

25. Create custom Email Templates by cloning packaged templates provided by Revenova. Do not edit packaged Email Templates as these records are overwritten as part of future TMS upgrades.

Salesforce requires that user email addresses be verified to enhance accountability and security when sending emails. When an org is updated to the Salesforce Spring ’25 release, a reminder email is no longer sent. If you’re encountering issues with users’ ability to send email messages, confirm that the email address is verified. The Getting Started with Revenova article contains steps to confirm that an email address is verified. See additional Salesforce information here.

Please refer to the Getting Started with Revenova article and the Revenova Document Base for detailed descriptions, configuration settings, and customizations available in the application.

Upgrading from a Previous Version

You must perform each set of upgrade tasks (EXCEPT for the package installation step, which can be skipped from any release to the latest) if you are upgrading from a release prior to the previous release.

Follow the upgrade steps from the oldest release to the newest release in release order for any upgrades that span multiple releases.

Release Winter ’26 TMS Upgrade Instructions (ETC: 35 minutes)

Accounting Package Compatibility

Prior to the TMS package installation, confirm there is a compatible accounting package version for the options below:

• Sage API (Age 300)

• Sage Flat File

• Dynamics GP

Contact Professional Services with any questions.

Accounting Seed customers must have BOTH the TMS and Accounting Seed Bridge packages before upgrading. Complete the TMS Upgrade installation before installing the Accounting Seed Bridge package. See the Accounting Seed Bridge installation instructions for more information.

Items in blue are optional and may be skipped if the feature is not used. Structural changes in red are required.

Security enhancements added to the Revenova package likely impact current User setup and should be validated in the sandbox before proceeding with a Production upgrade to prevent business disruption. See the Final Steps section below for identifying user permissions.

SFDC/TMS Pre-Configuration

Install and test in a sandbox environment BEFORE upgrading to the production environment.

You must have installed and completely configured the Fall ’25 Release before installing this release.

Salesforce requires that user email addresses be verified to enhance accountability and security when sending emails. When an org is updated to the Salesforce Spring ’25 release, a reminder email is no longer sent. If you’re encountering issues with users’ ability to send email messages, confirm that the email address is verified. The Getting Started with Revenova article contains steps to confirm that an email address is verified. See additional Salesforce information here.

For Accounting Seed customers, do NOT install this TMS release until you have obtained the Accounting Seed Bridge package URL as well. They must be upgraded simultaneously.

1. From Setup → Duplicate Rules, turn off Matching Rules and Duplicate Rules for Accounts and Contacts, as they can prevent auto-creation of accounts in the application.

2. From Setup → Data Integration Rules, activate Geocodes for Account Shipping Address.

3. From Setup → State and Country/Territory Picklists, turn on Country/State Picklists. Start with the United States as the only country unless you have more information. These picklists should be enabled unless there is a backward-compatibility issue with other packages or customizations.

4. From Setup → Session Settings, check the Use Lightning Web Security for Lightning web components and Aura components setting to ensure that all components meet Salesforce security standards. Select Save.

   Note: Thoroughly test any custom Lightning Web Components when enabling this setting. All TMS components are tested to support this functionality.

5. From the Object Manager, make sure no values were added to the Load object’s Sales Status or Load Status picklist fields or the Stop object’s Stop Status picklist field.

   Salesforce Note: To resolve issues when deleting items in the Lightning UI, change to Classic UI to perform the deletions.

Upgrade Installation Steps

1. Obtain the Winter ’26 installation URL and password from your Revenova representative.

   Note: The Winter ‘26 TMS installation includes a new packaged tab for the EDI Transaction object (EDITransaction__c). Any customer org that contains a custom EDI Transaction tab must delete the tab before installing the upgrade package.

2. Install the upgrade:

   1. Select Install for All Users.

   2. Select Upgrade.

   3. If prompted, check the Yes, grant access to these third-party web sites box.

   4. Select Continue.

   5. From Setup → Deployment Status, select the link to view the progress of the installation.

   6. Wait for the Installation succeeded email.

Upgrade Note: Several new objects and fields are included in the TMS Winter ’26 release. Set CRUD (Create, Read, Update, Delete) access for the objects and/or fields accordingly.

Warning

Upgrade installations do not add any objects or fields to custom permission sets. Add new fields as necessary to any custom permission sets. New fields are added automatically to Revenova packaged permission sets and do not require additional setup.

Custom permission sets are commonly used for the following Experience Cloud Sites:

• Carrier Email Loop

• Customer Email Loop

• Fleet Email Loop

3. From TMS Admin → Configuration, select the Reset Reference Data button ONCE and wait for the email indicating completion. This process completes the following tasks:

   3. Adds picklist values to the following fields: (Object → Field → Picklist Value)

      • Contact → Transportation Role → Appointments

      • Driver → Cycle Override → Canadian Property (7/70)

      • Driver → Cycle Override → Canadian Property (14/120)

      • Driver → Cycle Override → Canadian Northern (6/80 7)

      • Driver → Cycle Override → Canadian Northern (60/120 14)

      • Driver → Cycle Override → Canadian Intra AB

      • Driver → Cycle Override → Canadian Intra SK

      • Driver → Cycle Override → Canadian Intra BC

      • Driver → Cycle Override → Canadian Intra BC 120

      • Driver → Cycle Override → Canadian Fertilizer

      • Load Email → Document Option Actions → Appointment Request

      • Rate Entry Calculation → Rate Method → RateIQ+Markup

      • Transportation Profile → Appointment Method → Auto-Email

   4. Adds the Declined and Alternative Proposed - Pending Review picklist values to the Appointment Status global picklist value set.

   5. The new EDI Transaction Load Lookup field is back-populated with the previous Load Master-Detail field values.

   6. The following Document Options fields are populated with default values: (Field → Value)

      • Appointment Confirmation Instructions → Please review all appointments below and make selections as appropriate. If you would like to propose an alternative appointment, please click the “Propose New” button. If you have additional questions feel free to contact us at ###-###-####

      • Appointment Confirmation → Appointment Confirmation - LEX2

        • Manually select the email template if required.

      • Appointment Request → Appointment Request - LEX2

        • Manually select the email template if required.

      • Carrier Load Board → Carrier Load Board - LEX2

        • Manually select the email template if required.

      • Carrier Posting Load Board Instructions → Thank you for sharing your current truck capacity! Below is our internal load board, where you can bid on freight. Under your truck postings, click a lane pairing to see matching loads. Use advanced search to narrow or expand your results. Click the star icon next to a truck posting to add or remove your preferred lanes in our system.

      • RFQ Load Board LWC Title → RFQ Load Board

   7. Sets the new required field for all existing Carrier Markup records with the following value: (Field → Value)

      • Markup Basis → Carrier Quote

   8. Adds new changes to the AI Console:

      3. Adds the gpt-5 and gpt-5-mini picklist values for the AI Model field.

      4. Updates the Confidence Score to be editable.

   9. Populates a Trip Plan Leg for all Trip Event records that do not have an associated Leg value.

   10. Updates the Comdata credential card Comcheck field to Comcheks.

Note: Any errors encountered while running the Release Update Job are sent to the email address of the User running the job. Errors can also be found in the Apex Jobs view.

4. Complete the following steps to configure the RateIQ+Markup feature:

   4. Review all Carrier Markup records and add a Mode field value for all records.

   5. Add and update the following fields in the appropriate page layouts and Lightning Record Pages (LRPs) as desired:

      4. Navigate to a Carrier Markup record.

      5. Select Setup → Edit Page.

      6. Drag the Markup Basis field onto the LRP.

      7. Select the Mode field and set the UI Behavior to Required.

      8. Select Save and Activate.

         Caution: The Mode field is now required for existing and new Carrier Markup records. If an existing Carrier Markup does not have a Mode, the markup is not applied.

5. Delete the obsolete Load field from the EDI Transaction object. Only perform this step after the Reset Reference Data step is completed above. Complete this step before enabling the new EDI REST functionality described below.

   4. Navigate to Setup → Object Manager.

   5. Find the EDI Transaction object and select Fields & Relationships.

   6. Find the Load field (rtms__Load__c).

   7. Click the carat drop-down and select Delete.

   8. On the modal, choose the Delete button.

6. The following triggers are optimized for the Winter ’26 release. Thoroughly test that any custom code based on these triggers is working properly when performing the upgrade:

   • AccountingInboundEvent

   • BankAccount

   • CarrierPayment

   • Container

   • CustomerPayment

Confirm all required TMS batch jobs are running and/or scheduled. See the Batch Processes article for suggested run times.

Optional Brokerage and Fleet Setup

Freight Brokerage and Fleet orgs should complete the following optional steps as requested:

1. Customers (especially high-volume transaction customers) who utilize EDI transactions are strongly encouraged to switch to the new EDI REST API architecture for sending and receiving all EDI transactions. Note that this new functionality has already been communicated to Kleinschmidt and Cleo partner VANs.

   1. View the following information to complete the configuration for sending and receiving EDI transactions.

      1. TMS Admin → Configuration. Configure the settings for the new DataCleanupJob.

      2. Each partner VAN connects to the TMS with an External Client App. Create an External Client App for each partner VAN as needed.

      3. REST Endpoint documentation

   2. Add a new field to the EDI Transaction Lightning Record Page or page layout.

      1. Navigate to an EDI Transaction record.

      2. Select Setup → Edit Page.

      3. Drag the following field onto the LRP.

         1. EDI Provider Retrieval Date/Time

      4. Click Save.

2. (For RateIQ orgs) Complete the following steps for setting up the RateIQ+Markup Rate Entry feature:

   1. Add the following fields to the Customer Quote Lightning Record Page (LRP) or page layout:

      1. Navigate to a Customer Quote record:

         1. Select Setup → Edit Page.

         2. Drag the following fields onto the LRP or page layout:

            • RateIQ Freight

            • RateIQ Fuel

            • RateIQ Total

         3. Click Save.

   2. From TMS Admin → Configuration, set the RateIQ Rate Entry User field to a user who has API credentials for all the RateIQ data sources.

   3. Create or update Customer Rate Entries to use the RateIQ+Markup value as the Rate Method for customers using Carrier Markup Groups that include a RateIQ Carrier Markup.

   4. Create or update Carrier Markups in Carrier Markup Groups to use the RateIQ picklist value in the new Markup Basis field for RateIQ+Markup Rate Entries.

3. (For Artimus orgs) Complete the following steps for upgrading Artimus AI capabilities:

   1. Test the new gpt-5 and gpt-5-mini AI Models in a sandbox environment before using the AI Models in production. Monitor the Confidence Scores and update the following fields in the AI Console as needed:

      • Load Creation Threshold

      • Customer Quote Creation Threshold

      • Truck Posting Creation Threshold

   2. Add the Messages field to the Customer Quote TMS2 field set to ensure that non-quoted accessorials for non-LTL Modes are stated in the Artimus Load Wizard LWC:

      1. In Setup, go to Object Manager.

      2. Search for and select Customer Quote.

      3. Select Field Sets → TMS2.

      4. Drag the Messages field into the Field Set.

      5. Click Save.

   3. Add the following fields to the Truck Posting Lightning Record Page (LRP) or page layout:

      1. Select Setup → Edit Page.

      2. Drag the following fields onto the Truck Posting LRP or page layout:

         • Carrier Load Board Link

         • Submitted By

      3. Click Save.

         Note: It is not recommended to add the Secret Key field to the Truck Posting LRP or page layout.

   4. Review the Email Loop Setup instructions for the RFQ Load Board LWC setup. Ensure that the Truck Posting object and fields, as well as the Contact object, have Read permissions enabled for the permission set controlling the carrier guest email loop.

4. Complete the Appointment Request Setup instructions to enable the Appointment Request feature in the Load Detail LWC and the Appointment Setting view in the Fleet Management Console.

   • In TMS Admin → Configuration, configure the following new fields as desired:

     • Public Appointment Community URL

     • Appointment Request Email Frequency

     • Show Appointment Requester

5. Complete the following steps to enable the Load Locks feature for users who plan on locking loads:

   1. Grant CRUD access and controller access to the Load Lock object for users:

      1. Navigate to Setup → Users.

      2. For each user, select the controlling permission set and add the Load Lock object access:

         1. In the permission set, select Object Settings.

         2. In the list of objects, select Load Locks.

         3. In the Object Permissions section, ensure that the Read, Create, Edit, and Delete are checked.

            

         4. Select the Permission Set Overview link in the breadcrumb navigation.

         5. In the permission set, select Apex Class Access.

         6. Select Edit. Add and ensure that the rtms.LoadLockManagerController Apex class is enabled.

         7. Select Save.

         8. Repeat as necessary for all required User records.

   2. Set the number of Load Lock renewals for Users as desired. Complete the following steps to add the field to the User page layout:

      1. Navigate to Setup → Object Manager.

      2. Find and select the User object and choose the User Page Layouts tab.

      3. Select the appropriate page layout and drag the Load Lock Renewal Limit field onto the page layout.

      4. Click Save.

      5. From Setup → Users, identify each User record that requires a Load Lock Renewal Limit value set:

         1. Click Edit for the User record.

         2. Enter a number value in the Load Lock Renewal Limit field.

         3. Click Save.

         4. Repeat as necessary for all required User records.

      Note: Confirm the Load Lock Administrator field on the User profile is checked for all administrators managing Load Locks. The Load Lock Manager LWC is only available to users with this field checked.

6. Complete the following steps to filter the Loads on the Carrier Portal Load Board. When Quoting or Tendering Contact users log in to the Carrier Portal and search the Load Board they only see Loads that match the Mode on the Carrier Service.

   1. Navigate to TMS Admin → Configuration.

   2. Check the Carrier Portal Contact Filter field.

   3. Click Save.

7. Complete the following steps to enable the new features for the MacroPoint integration.

   1. For orgs that want to use Stop Sequencing, complete the following:

      1. Navigate to TMS Admin → Configuration.

      2. Check the Default MacroPoint Stop Sequencing On field.

      3. Click Save.

   2. Add the following fields to the Load Lightning Record Page:

      1. Navigate to a Load record.

      2. Select Setup → Edit Page.

      3. Drag the following fields onto the Lightning Record Page:

         • Potential Fraud

         • Potential Fraud Reporting Source

         • Potential Fraud Type

8. The Winter ‘26 release includes a new Web Service endpoint that allows for uploading files into the TMS. See the Web Services RevenovaWebService for endpoint information. For a list of accepted document types, see TMSReferenceDataService information. The new endpoint also requires an External Client App. Follow the instructions for creating an External Client App here.

Optional Fleet-Only Setup

Fleet Management orgs should complete the following additional optional steps as requested.

1. Complete the following steps to enable the new Stop consolidation feature when sending trip/routes to the Catena, Samsara, and/or Trimble integrations.

   1. For orgs that want to use Stop consolidation, complete the following steps:

      1. Navigate to TMS Admin → Configuration.

      2. Check the Enable Routing Consolidate Locations field.

      3. Click Save.

Final Steps

1. Revenova has included additional security functionality for many fields in the TMS.

   1. See the Required Field Scanner LWC to search by user and determine if additional objects and fields are required for customer permission sets.

   2. The TMS Baseline Required Fields permission set contains all impacted field permissions. It is not recommended to assign this permission set to all users, as it may provide unwanted permissions to fields.

      • Fields are added to the permission set with each TMS release.

2. Confirm all required TMS batch jobs are running and/or scheduled. See the Batch Processes article for suggested run times.

Release Winter ’26 Field/Field Set Modification Summary - TMS

Field Set Note: Review fields added by the installation and set CRUD access as needed.