RMA (User Stories)

Owned by Yurii Perevuznyk (Deactivated), created
Sept 13, 2021
4 min read

 

To start synchronizing your Returns with Salesforce you need to set one option at your decision on the Salesforce Returns Configuration page

  • Go to Magneto Admin panel - Salesforce - Returns

  • Set next option for example

1. Automatic Synchronization - Yes

Newly created return and any changes made in the existing return will be automatically synchronized with Salesforce

2. Default Owner - Platform Integration User
This default owner will be assigned to the Case when created.
3. Subject Prefix - RMA-

Prefix for the RMA subject when synced to Salesforce.

All information about the Shipment is sent to Salesforce according to the fields mapping

  • Go to Magento Admin panel - Salesforce - Fields Mapping Extra - Returns

  • Go to Magento Admin panel - Salesforce - Fields Mapping Extra - Returns Product

  • Go to Magento Admin panel - Salesforce - Fields Mapping Extra - Returns Status

Also, you have the ability to create your own custom mappings

  • Click on the “Add new mapping“ button

  • Select “Magento Attribute”

  • Select “Salesforce Attribute”

  • Set “Enable” to “Yes“

  • Select “When” mode

  • Click the “Save Mapper“ button

Now let's check how the Returns synchronization works

  • Go to Magento Frontend as a customer - Add some product to Cart

  • Click Cart icon - “Proceed to Checkout“ button

  • Select shipping method on the checkout/#shipping page and click the “Next“ button

  • Select payment method and click the “Place Order“ button

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

  • Click Select - View link on the created order

  • Click Ship - Submit Shipment Button

  • Click Create Returns - Return Items tab

  • Click Add Product button and select the product you want to return

  • Fill all required fields (for ex.)

    • Requested - 1

    • Return Reason - Wrong Size

    • Item Condition - Unopened

    • Resolution - Exchange

  • Click Submit Returns button

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

  • Click on the Salesforce ID link - Feed - Details tab and check all data

  • Click on Related tab - Case Line Item Name link and check all data

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

  • Click Action - View - Returns Items tab

  • fill next fields:

    • Authorized - 1

    • Status - Authorized

  • Click Save button

  • Click on the Salesforce ID link - Feed - Details tab and check all data

  • Click on Related tab - Case Line Item Name link and check all data

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

  • Click Action - View - Returns Items tab

  • fill next fields:

    • Returned - 1

    • Status - Return Received

  • Click Save button

  • Click on the Salesforce ID link - Feed - Details tab and check all data

  • Click on Related tab - Case Line Item Name link and check all data

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

  • Click Action - View - Returns Items tab

  • fill next fields:

    • Approved - 1

    • Status - Approved

  • Click Save button

  • Click on the Salesforce ID link - Feed - Details tab and check all data

  • Click on Related tab - Case Line Item Name link and check all data