Overview
Warning
When configuring a Customer Portal or Carrier Portal, confirm data is not accessible and is secured with security profiles and sharing settings. Review all permission set adjustments to ensure they meet business needs without exposing data unnecessarily.
Carrier Self-Service Portal
The carrier self-service portal provides the following capabilities to participating Carriers.
View load board of available loads and submit quotes for those loads.
Maintain a list of truck/equipment postings, match them to available loads, and submit quotes for those loads.
Portal Setup
Set up a Community for Carriers using a Lightning template.
Assign the TMSCarrier Community with Login permission set to community users.
Expose the following Visualforce pages to users from links on the home page:
CarrierLoadBoard
CarrierTruckPosting
Expose the following Visualforce pages to users as subtabs on a Load page layout:
CarrierLoadTracking
CarrierQuoteSettlement
Note that the Carrier Portal field needs to be checked for a load to be visible on the CarrierLoadBoard or CarrierTruckPosting pages.
Create a new page and add the Lane Preference Manager component to allow Carriers to create Lane Preferences.
Email Loop Community components are designed to only display information when they detect a user or customer moving their mouse. This security feature prevents bots from accessing Email Loop community components.
See additional Salesforce resources for more information on creating Carrier or Customer Portal sites.
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