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Country State module provides you with the ability to import Countries and States from Salesforce to Magento

  • Go to Magento Admin panel - Salesforce - (Configuration) - Country State

Enable Update

The “Enable Update” option turns on/off the Country State module

To Enable Country State module

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

  • set “Enable Update“ option to “Yes“

As a result, all Country State module options become available

To Disable Country State module

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

  • set “Enable Update“ option to “No“

As a result, all Country State module options will be hidden.

As a result, when a merchant creates a return it will not be automatically synchronized with Salesforce Case.

To check if the return was not synchronized:

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

You should see that the “Salesforce ID” column is empty and Salesforce Status” is a red exclamation mark

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

  • Click “Select - View“ on the created order and choose the “Returns“ tab

  • The “Salesforce ID“ column is empty and Salesforce Status” is a red exclamation mark

Manual synchronization

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”

  • Click on the created return

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

  • 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”

Default Owner

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

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

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

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

  • Click on the “Salesforce ID“ link

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

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

  • Click on the “Salesforce ID“ link

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