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.
Transportation Profile records are automatically created and associated with an account whenever an account is inserted or updated under the following circumstances:
There is no existing Transportation Profile populated on the Account record.
The TMS Type field is populated with anything other than Factoring Company or Customs Broker.
There are seven types of Transportation Profiles corresponding to the seven types of accounts (for logistics purposes):
TMS Type | Transportation Profile Record Type |
|---|---|
Prospect | Shipper/Consignee |
Customer | |
Shipper/Consignee | |
Airport | |
Seaport | |
Seaport Terminal | |
Rail Terminal | |
Warehouse | |
Distribution Center | |
Border Crossing | |
Terminal | |
Waypoint | |
Agent | |
Carrier (Ground) | Carrier (Ground) |
Carrier (Ocean) | Carrier (Ocean) |
Carrier (Air) | Carrier (Air) |
Carrier (Rail) | Carrier (Rail) |
Vendor | Vendor |
Customs Broker | No Transportation Profile created. |
Factoring Company |
Custom picklist values added to the TMS Type field do not create Transportation Profiles automatically.