Refunds in Salesforce

This page links out to the various resources created to help support the tracking and managing of refunds in Salesforce. Not everyone has access to manage this process, so some of the elements shown in the videos may not be visible to you. 

Directory of Resources

1. Instructions on how to handle refunds in Salesforce

2. Creating the refund payment - downloadable video file

3. Creating the refund gau allocations - downloadable video file

Refund Workflow and Example Structure