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Rootstock for Salesforce

Rootstock for Salesforce
Built as a 100 percent Native App on the Salesforce Platform, Rootstock’s distribution solution includes “out of the box” integration with salesforce.com’s Sales Cloud and Service Cloud; FinancialForce’s mobile accessibility and finance and accounting apps; plus Salesforce Communities, Salesforce Chatter and the platform‘s Workflow and Approval capabilities.

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  • Get StartedGet Started with Avalara Products for Rootstock for Salesforce
    Set up Avalara products to make your business tax compliant. Gather information about your business, set up AvaTax to work with your accounting software, and learn how Avalara's integration software works.
  • UpdateUpdate Your Version of AvaTax
    Some accounting software updates AvaTax automatically. If yours doesn't automatically update, manually update to the latest version of AvaTax for your accounting software.
  • ExemptWho You Exempt
    If you regularly sell to customers who're exempt from tax, you need to store their exemption certificates and consistently exempt their purchases. There's more than one way to exempt customers.
  • SellingWhat You Sell
    Some products and services are taxed differently in different jurisdictions. Apply Avalara tax codes to products and services you sell to help account for this varying taxability. There are a few different ways you can apply, or map, Avalara tax codes to your products and services.
  • GuideRootstock for Salesforce Help
    For help with your accounting software, visit your provider's site.
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