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This configuration area can be found in the Magento Admin Portal by navigating to "Salesforce (tab) > Integration Setup > Credit Memo Configuration (page)"

Table of Contents

STEP 1: General

  • Enable IntegrationControls if credit memo in Magento will be pushed into Salesforce automatically or not.
  • Synchronize NotesAllow you to capture credit memos notes in Salesforce.
  • Default Record Typeif you have multiple Record Types for your Reduction Orders in Salesforce, you can select the default Record Type the solution will use when creating new credit memos in Salesforce.