Returns
Returns Configuration
The “Automatic Synchronization” option allows you to Enable/Disable automated Returns synchronization. If disabled, the synchronization still can be performed manually.
To Enable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Returns - Returns Configuration tab
set “Automatic Synchronization“ option to “Yes“
As a result, when a merchant creates a return it will be automatically synchronized with Salesforce Case.
To check if the return was synchronized:
go to Magento Admin panel - Sales - Returns - scroll to the newly created return
You should see that the “Salesforce ID” column contains a link and Salesforce Status” is a green tick
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 should contain a link and Salesforce Status” is a green tick
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Returns - Returns Configuration tab
set “Automatic Synchronization“ option to “No“
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