Revenova TMS Installation Guide

Initial TMS Installation

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

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

2. Create a new Permission Set.

   1. From Setup → Permission Sets, click 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. Click Save.

   4. Select the link for System Permissions and click 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, click 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 setting.

4. Wait a few minutes for the application to complete the installation process. You will receive an email upon completion of the installation.

5. From Setup → Installed Packages, click on 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 → Data Integration Rules, activate Geocodes for Account Shipping Address.

8. From Setup → Enhanced Email, confirm that Enhanced Email 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. Click TMS Auto-Reject Carrier Template.

   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. Click 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. Click Save.

12. From Object Manager, navigate to the following objects. For each object, click the Edit button. Under Optional Features, check the box for Track Field History. Click 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. Enable Feed Tracking for the following objects. This enables the Chatter feature across Fleet Management. (Only enable for Fleet Management)

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

    2. Check Enable Feed Tracking.

    3. Click Save.

       • Driver

       • Fleet Asset

       • Load

       • Trip Plan

14. From TMS Admin → Configuration, click on the Reset Reference Data button ONCE. Wait for this process to complete.

15. From TMS Admin → Configuration, fill out all the fields in the top section with valid values.

16. Create a global (broker) transportation profile as the global default and set it from TMS Admin → Configuration.

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

18. From Setup → Chatter Settings, enable Chatter.

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

    

20. Make sure these custom Account fields are displayed for TMS users, properly secured.

    1. TMS Type

    2. Transportation Profile

    3. DBA Name

    4. Customer Sales Rep

    5. Default Payment Method

    6. Posting City

    7. Posting State/Province

    8. Time zone

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

22. Provide appropriate CRUD access to each user profile for each TMS object.

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

24. Salesforce requires that user email addresses are 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 encountering issues with users ability to send email messages, confirm the email address is verified. The Getting Started with Revenova article contains steps to confirm an email address is verified. See additional Salesforce information here.

25. 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 skip 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 order, for any upgrades that span multiple releases.

Release Summer ’25 TMS Upgrade Instructions (ETC: 45 minutes)

Note: The Summer ’25 release includes significant enhancements to the Fleet Management Console and Catena integrations.

• All existing Fleet Management Console views are removed. Take note of the columns used in existing views to assist in creating new views.

• Customers using the Catena integration require additional setup. Do not install the TMS Summer ’25 package without consulting with a Revenova representative.

See information for creating new views here and Catena information here.

Accounting Package Compatibility

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

• Sage API (Sage 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.

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

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

3. Salesforce requires that user email addresses are 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 encountering issues with users ability to send email messages, confirm the email address is verified. The Getting Started with Revenova article contains steps to confirm an email address is verified. See additional Salesforce information here.

4. SFDC/TMS Pre-Configuration

   1. For Accounting Seed customers, do not install this TMS release until you have the Accounting Seed Bridge package URL also. They must be upgraded at the same time.

   2. 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.

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

   4. 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.

   5. 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. Click Save.

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

   6. 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.

5. Confirm that a Driver Status Picklist Value Set includes a specific value before upgrading.

   1. From Setup, search for and select Picklist Value Sets.

   2. Choose the Driver Status Picklist Value Set.

   3. Confirm the No Status value is present in the Values section. If not, add the value by following the steps below.

      1. In the Values section, click the New button.

      2. Enter No Status in the box.

      3. Check the Add the new picklist value to all Record Types that use this Global Value Set box.

      4. Click Save.

      5. The API Name for the value must be No Status. If necessary, change the API Name value by choosing the Edit link and changing the value. Click Save.

Note the values stored in TMS Admin → Configuration for the following fields. Later in this installation, confirm these fields were correctly copied into the appropriate fields.

• TMS Admin → Configuration, Carrier Status Reply To Email.

• TMS Admin → Configuration, Carrier Status Reply To User.

6. Obtain the Summer ’25 installation URL and password from your Revenova representative.

7. Install the upgrade.

   1. Select Install for All Users.

   2. Click Upgrade.

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

   4. Click Continue.

   5. In Setup, find Deployment Status and click 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 Summer ’25 release. Set CRUD 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:

• Carrier Community

• Carrier Email Loop Customer Community

• Customer Email Loop

• Fleet Email Loop

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

   Confirm that the Session Security Level Required at Login field is set to None on the Profile for the user completing the Reset Reference Data step. If the value is set to High Assurance, the Reset Reference Data does not complete all tasks.

   After completing the Reset Reference Data step, return the Session Security Level Required at Login field to the original value.

   

   1. Adds two new AI Models to the available list in the Artimus™ AI Console.

      1. gpt-4.1

      2. gpt-4.1-mini

   2. Adds the default values for each of the Document Options fields below.

      1. Carrier Quote Tender Landing Message: Indicate your acceptance of this load by clicking on the Accept button. Or if you are unable to accommodate this shipment, please click on the Decline button.

      2. Carrier RFQ Load Board Instructions: Thank you for accepting the previous load! To keep you loaded, below is our internal load board where you can bid on freight that we've exposed especially for you. The default pickup location is set based on the delivery location of the load you just accepted, but you can use the filters to narrow your search further. Feel free to bid on any loads you’re interested in covering. Thank you!

      3. Customer Quote Landing Page Message: Indicate your acceptance of this load quotation by clicking Accept. If you do not accept the load quotation, click Decline.

   3. The following fields are populated with values from obsolete fields. Obsolete fields are deleted later as part of this installation. (object, old field → object, new field(s))

      1. Document Options, Quote Reply To Email → Document Options, Carrier Quotation Request Reply To Email AND Customer Load Confirm Reply To Email.

      2. Document Options, Tender Reply To Email → Document Options, Carrier Load Tender Reply To Email AND Driver Load Confirm Reply To Email.

      3. TMS Configuration → Carrier Status Reply To Email → Document Options, Carrier Load Status Reply To Email.

      4. TMS Configuration, Carrier Status Reply To User → Document Options, Carrier Load Status Reply To User.

      5. Populates the following new fields for existing Carrier Quote and Rate Entry records. Carrier Quote record updates are limited to “active” Carrier Quotes/Loads. These Carrier Quote records must have a value in the Quote/Contract Id field AND the Accepted field is Checked OR the Load Status is not one of the following values: Delivered, Completed, Cancelled, Declined, or Expired. Historic Carrier Quote records have the Carrier Quote Reference field populated with the value from the Quote/Contract Id field even if the Quote/Contract Id value is from a Rate Entry. (old field → new field)

      1. Populates the Carrier Quote Carrier Quote Reference field. (Quote/Contract Id → Carrier Quote Reference)

      2. Rate Entry records that have a value in the Quote/Contract Id field populate the Rate Entry Contract Id field. (Quote/Contract Id → Contract Id)

   4. Adds the following picklist values. (Object → Field → Picklist Value)

      1. Carrier Markup → Markup Type → Freight+Fuel

      2. Carrier Markup → Markup Type → Freight+Fuel+Accessorial

      3. Transportation Profile → Mileage API Routing → Fastest

   5. Sets the Use Rest API field to Checked on the PC Miler credential card.

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

9. The Organization-Wide Email feature requires additional configuration. Follow the linked documentation to create Organization-Wide Email Addresses as necessary.

   1. Navigate to TMS Admin → Document Options. Update the Reply To Email, Reply To User, and Reply To OWEA fields as desired for the fields below.

      1. The old Quote Reply to Email field is replaced with Customer Load Confirm or Carrier Quotation Request fields.

      2. The old Tender Reply to Email field is replaced with the Carrier Load Tender fields.

10. Catena integration users require changes to the org to continue using the integration. A Revenova representative completes the following steps.

    1. The Catena credentials card Username and Password fields are updated.

    2. Named Credentials are entered for the Catena integration.

       1. Navigate to Setup → Named Credentials.

       2. Select the External Credentials tab.

       3. 2 Named Credentials for Catena exist.

          1. Catena

          2. Catena_Test

       4. Click the Catena_Test link.

          1. In the Principals section, find the Admin Parameter Name. Under the Actions column, choose the drop-down and click Edit.

          2. Enter the credentials provided by Revenova.

          3. Click Save.

    3. Add support for the appropriate Profiles and/or Permission Sets as necessary.

       1. For Profiles, navigate to Setup → Profiles.

          1. Select the appropriate Profile(s).

          2. Find the Enabled External Credential Principal Access section.

          3. Click Edit.

             1. Add Catena - Admin to the Enabled External Credential Principals section in production orgs.

                1. Add Catena_Test - Admin to the Enabled External Credential Principals section in sandbox orgs.

             2. Click Save.

       2. For Permission sets, navigate to Setup → Permission Sets.

          1. Select the appropriate Permission Set(s).

          2. Choose the External Credential Principal Access link.

          3. Click Edit.

             1. Add Catena - Admin to the Enabled External Credential Principal Access section in production orgs.

                1. Add Catena_Test - Admin to the Enabled External Credential Principal Access section in sandbox orgs.

             2. Click Save.

Provide External Credential Principal Access permission to any profile or permission set for any user that runs the Fleet Manager Job 2 or sends messages to Drivers.

11. Complete this step AFTER the Reset Reference Data job finishes running and the confirmation email is received. Remove the following obsolete fields that were deleted from the TMS.

    1. Navigate to Setup and search for and select Lightning Components.

       1. Find the fleetManagementConsoleFilter Lightning Component.

       2. Click the Del link to remove the component.

       3. Find the fleetEquipmentManagement Lightning Component.

       4. Click the Del link to remove the component.

       Note: Complete Steps 10b to 10g in the Subscriber org.

    2. Navigate to Setup and search for and select Custom Settings.

       1. Select the TMS Configuration option.

          1. Find the Carrier Status Reply To Email field.

          2. Click the Del link to remove the field.

          3. Find the Carrier Status Reply To User field.

          4. Click the Del link to remove the field.

          5. Find the Fleet Management 2 Enabled field.

          6. Click the Del link to remove the field.

          7. Find the Fleet Management Job 2 Last Run field.

          8. Click the Del link to remove the field.

          9. Find the Load Tracking Duration field.

          10. Click the Del link to remove the field.

          11. Find the Load Tracking Update Interval field.

          12. Click the Del link to remove the field.

       Salesforce Note: Complete Steps 10c to 10f in Salesforce Classic.

    3. Navigate to Setup and search for and select Objects.

       1. Choose the Carrier Quote object.

       2. Click the Del link for the Quote/Contract Id field.

    4. Navigate to Setup and search for and select Objects.

       1. Choose the Document Options object.

       2. Click the Del link for the Quote Reply To Email field.

       3. Click the Del link for the Quote Reply To Email Option field.

       4. Click the Del link for the Tender Reply To Email field.

       5. Click the Del link for the Tender Reply To Email Option field.

    5. Navigate to Setup and search for and select Objects.

       1. Choose the Rate Entry object.

       2. Click the Del link for the Quote/Contract Id field.

    6. Navigate to Setup and search for and select Objects.

       1. Click the Del link for the Fleet Management Console View object.

    7. Return to the Salesforce Lightning Experience.

Confirm the appropriate field values copied correctly into the new Document Options fields. Only one value copies over during the Reset Reference Data Job (Step 7).

• Carrier Status Reply To Email field value into → Document Options, Carrier Load Status Reply To Email.

• Carrier Status Reply To User field value into → Document Options, Carrier Load Status Reply To User.

12. The CarrierTrackingStatus Visualforce Page is removed as part of the Summer ‘25 installation. Any Carrier, Customer, or Driver Portals that use the CarrierTrackingStatus Visualforce page need to replace that page with the stopStatus component to continue allowing users to log in and update Stop statuses. Consult with Revenova to replace the CarrierTrackingStatus Page with the new stopStatus component.

13. The Fleet Management Console is enhanced to create highly customizable Fleet Management views. New Fleet Management views must be created based on customer preference. See additional information on creating new views.

    1. See the Optional Fleet Management Setup section below for additional Fleet Management Job 3 setup.

14. Salesforce is no longer supporting Workflow Rules and Process Builder. Revenova provides a new Auto-Reject Carrier Flow template to replace this retiring Workflow Rule.

    1. Deactivate the existing Workflow Rule. Any additional rules or criteria added to the original Revenova-packaged Workflow Rule should be evaluated and added to the Flow enabled in Step b below, as desired.

       1. Navigate to Setup → Workflow Rules.

       2. Find the TMS Auto-Reject Carrier Workflow Rule.

       3. Click the Deactivate link.

    2. Activate the new Flow.

       1. 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. Click TMS Auto-Reject Carrier Template.

          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. Click Save, then Activate.

15. The following triggers are optimized for the Summer ’25 release. Thoroughly test that any custom code based on these triggers is working properly when performing the upgrade.

    1. AccountUpsertDelete

    2. CarrierInvoiceAccessorialUpsertDelete

    3. CarrierInvoiceAdjustment

    4. CarrierInvoiceUpsert

    5. CarrierMarkup

    6. CarrierMarkupGroup

    7. CarrierQuoteAccessorialUpsertDelete

    8. CarrierServiceUpsert

    9. CustomerInvoiceAccessorialUpsertDelete

    10. CustomerInvoiceAdjustment

16. The PC Miler integration adds Load Map features. All PC Miler integration users should complete the following steps.

    1. Navigate to Setup → Object Manager.

       1. Find the User object.

       2. Select the User Page Layouts link.

       3. Choose the desired User Page Layout.

       4. In the User Layout section, drag the Show Route Options field onto the User page layout.

       5. Click Save.

       6. Check the Show Route Options field on each User record to enable the Load Map control panel.

    2. Navigate to a customer Transportation Profile.

       1. Choose Setup → Edit Page.

       2. Select the appropriate Lightning Record Page.

       3. Drag the following fields onto the LRP. Fields are located in the Customer Mileage & Routing section on the Revenova default LRP.

          1. Mileage API Borders

          2. Mileage API Highway Only

          3. Mileage API Override Restrictions

          4. Mileage API Toll Roads

Optional Brokerage Setup

Freight Brokerage orgs should complete the following optional steps as requested.

1. Add the RateIQ component to the Utility Bar, Home Page, or Load Page as requested. Follow the link for instructions on adding the RateIQ component to the utility bar.

   1. Navigate to the requested (Home and/or Load) Lightning Record Page.

   2. Choose Setup → Edit Page.

   3. Drag the RateIQ component onto the page.

   4. Click Save.

2. Orgs using EDI transactions should check email settings. EDI transaction failure email messages now contain the transaction XML for easier troubleshooting.

3. Enhancements to the productized version of the Highway integration correctly maps to packaged picklist values. Any customer orgs that added custom picklist values should remove the custom picklist values from the Transportation Profile Other Carrier Capabilities field.

   1. Navigate to Setup → Object Manager and select the Transportation Profile object.

   2. Select the Fields & Relationships tab. Choose the Other Carrier Capabilities field.

   3. Click Del for the CARB-TRU Compliant custom picklist value.

      1. The custom picklist value has an API Name that is NOT CARB-TRU Compliant (California).

      2. On the Replace value on records with screen, select CARB-TRU Compliant (California). This is the packaged value.

         

      3. Click Save.

   4. Click Del for the CARB-Truck Compliant custom picklist value.

      1. The custom picklist value has an API Name that is NOT CARB-Truck Compliant (California).

      2. On the Replace value on records with screen, select CARB-Truck Compliant (California). This is the packaged value.

         

      3. Click Save.

4. The precision of the Distance Override field for Per Mile/Per Kilometer Rate Method Rate Entries is increased to 3 decimal figures. Update Rate Entry records for these Rate Method types if necessary.

   1. Navigate to TMS Admin → Rate Entries.

   2. Find the appropriate Rate Entry records.

   3. From the Base Rate Calculation section, add additional precision to the Distance Override field.

5. Customer orgs using a Carrier or Customer Email Loop community may skip the Email Loop architecture changes to control bots Accepting or Declining Quotes and Tenders.

   1. If requested, navigate to TMS Admin → Document Options. Check the following fields to bypass this feature.

      1. One-Click Carrier Quote Tender Response

      2. One-Click Customer Quote Response

   2. Configure the text that users see when using Email Loop communities.

      1. Navigate to TMS Admin → Document Options.

      2. In the Community Configuration section, find the following fields and enter text as needed.

         1. Carrier Quote Tender Landing Message

         2. Customer Quote Landing Page Message

         3. Carrier RFQ Load Board Instructions

6. Carrier Markups support additional Markup Type values.

   1. Navigate to TMS Admin → Carrier Markup Groups.

   2. Select the appropriate existing Carrier Markup Group records or create new records.

   3. Choose the Carrier Markups related list.

   4. Add Carrier Markup records with the Freight+Fuel and/or Freight+Fuel+Accessorial Markup Type, as desired.

Optional Fleet Management Setup

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

1. Existing Fleet Management customers using the integration with Samsara should switch from the obsolete Fleet Management Job to the faster and more efficient Fleet Management Job 3.

   1. Navigate to TMS Admin → Configuration and find the Fleet Management section. Set the following field values.

      1. Check the Fleet Management Enabled field.

      2. Set the Fleet Management Job field to Fleet Management Job 3.

   2. Assign all available platform cache to tms.

      1. From Setup, search for and select Platform Cache.

      2. Click the Edit link for the rtms record.

         

      3. In the Org Cache Allocation section find the Organization field.

      4. Enter 3. If necessary, enter 0 in Provider Free.

         

      5. Click Save.

   3. Confirm all available platform cache is assigned to tms. The image below shows an org with all available platform cache assigned to tms.

      

   4. The existing Fleet Management Job is still supported and may be used for troubleshooting purposes.

2. The Catena integration uses a new packaged Driver Lightning Record Page. Assign the Driver Lightning Page Layout by completing the following steps.

   1. Navigate to Setup → Object Manager.

      1. Choose the Driver object.

      2. Select the Lightning Record Pages link.

      3. Choose the Driver - Revenova Default (Catena) page.

      4. Click the View button.

      5. Choose the Activation… button.

      6. Click the Assign as Org Default button.

      7. Select Desktop and phone.

      8. Choose Next.

      9. From the Review assignment modal, click Save.

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

Release Summer ’25 Field/Field Set Modification Summary – TMS

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