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  • go to Magento Admin panel - Salesforce (sidebar menu) - Country State - Country State Configuration tab

  • set “Enable Update“ option to “Yes

  • set “Enable Automatic Update” option to “No

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Manual

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There are few possible ways for manual synchronization

  • Go to Magento Admin panel - Sales - Returns

  • Mark checkbox next to the return you want to manually synchronize

  • Click the “Action” menu - “Sync with Salesforce”

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  • Click on the created return

  • Click the “Salesforce Sync“ button on the Return page

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  • Go to Magento Admin panel - Sales - Orders and scroll to the created order

  • Click the “Select -View“ action - “Returns“ tab

  • Mark checkbox next to the return you want to manually synchronize

  • Click the “Action” menu - “Sync with Salesforce”

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Default Owner

This default owner will be assigned to the Salesforce Case when returns created

update

You have the ability to manually Initialize Countries and States picklist update at any time

  • go to Magento Admin panel - Salesforce (sidebar menu) - Returns Country State - Returns Configuration tab

  • Expand the “Default Owner“ drop-down list and choose an owner

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  • go to Magento Admin panel - Sales - Returns - scroll to the newly created return

  • Click on the “Salesforce ID“ link

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Subject Prefix

This option allows you to type Prefix for the RMA subject when synced to Salesforce Case

  • go to Magento Admin panel - Salesforce (sidebar menu) - Returns - Returns Configuration tab

  • Type some prefix into the “Subject Prefix“ field

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  • go to Magento Admin panel - Sales - Returns - scroll to the newly created return

  • Click on the “Salesforce ID“ link

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  • Country State Configuration tab

  • Click the “Update Now“ button

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