Overview
The Transportation Profile extends the Salesforce concept of an Account to include additional information related to configuring, quoting, tendering, and tracking loads. The logistics concept of a “Routing Guide” is contained in the Transportation Profile and supporting objects for shippers, brokers, and consignees.
The Transportation Profile record also is used to store and analyze Carrier data, and forms the home page for the TMS Carrier Management function.
An Account object lookup field (Transportation Profile) references this additional information.
One Transportation Profile record may be shared by multiple related Accounts. For example, a large customer with 10 Account (location) records in the TMS may all reference the same single Transportation Profile record.
There are six types of Transportation Profiles corresponding to the six types of accounts (for logistics purposes):
