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Salesforce Returns

The guide below outlines the process for generating return shipping labels inside of Salesforce. Most commonly this is done using Service Cloud on the Case object, or RMA object. Returns can also be setup on any object in Salesforce.
A return shipment is a shipment that is used to address an RMA, a warranty claim or repair. It typically comes back to your location from a customer location.
The label is normally emailed, but can be printed and included in an outbound shipment.

1

Install Multi-Carrier

To install, begin by going to the Salesforce AppExchange and finding the Multi-carrier for Salesforce listing. You can find the app through Search or by clicking this link.

Click on the Get It Now button and select the desired destination (sandbox or production). Multi-carrier for Salesforce can be installed in both Sandbox (does not expire) and Production (7 day trial) instantly. Click Continue.

2

Preference Setup

If you want to test the shipping functionality then we recommend using our test FedEx preference (this is because FedEx offers the most friendly test environment). By using this test preference you won't be charged for any of your test shipments.

You can add this by going to Zenkraft Settings and turning on Demo Mode and then clicking the "Create FedEx Test Preference" button.

Otherwise please do go ahead and add your own preferences. Make sure Demo mode is off though, otherwise you might see some authentication errors.

3

Create a lookup to the Case

Navigate to Setup | Object Manager | Shipment

Click New under Custom Fields & Relationships

Select Lookup Relationship:

Select the Case object.

Click Next until the custom field is created and click Save.

4

Setup Custom Address Source with a Case

Creating a Custom Address Source will automatically pass your data into our Shipment object. Here is an example of some of the values you could set for a FedEx Return Ground shipment:

Field Value Type Value Field Docs
Name Text "Case Returns" View Docs
Object Lookup Field Lookup Case View Docs
Service Type Static Value fedex_ground View Docs
Package Type Static Value your_packaging View Docs
Shipment Type Static Value RETURN View Docs
Recipient Name Formula Case.Contact.Name View Docs

For the ultimate guide on the Custom Address source and all the values you can set please follow this link

5

Test

Now it is time for you to test.

Go to a Case object, select any record on the object, you will now see a related list called ‘Shipments’. In the related list, you’ll see any created Shipments related to the Case object. Click on the New button and it will take you to the Shipment Wizard with all the fields filled out.

If you have any questions then please contact us and we will be happy to help.