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Install and Configure Avalara AvaTax for Salesforce CPQ+

This article applies to:Avalara AvaTax for Salesforce CPQ+

After you activate AvaTax Update and set up your company profile, install and configure AvaTax Update for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

Download AvaTax Update for your accounting software

Download your integration software to connect your accounting software to AvaTax Update. 

  1. In Avalara Account, go to Settings > Manage account, and then click Get your connector.
  2. Click the link of the connector you want to install, and then save the .zip file somewhere on your computer that's easy to find.
  3. Right-click the .zip file and extract the contents. 

Install AvaTax Update for your accounting software

To download and install the AvaTax Update for Salesforce CPQ+ package:

  1. Open the installation folder you downloaded from AvaTax Update, open the PDF, and then click the package download link.
  2. On the Package Install page, select Install for All Users, and then click Install.
  3.  To complete the installation, click Done.

Configure

Configure AvaTax Update for Salesforce CPQ+ to work best for your business.

Configure AvaTax Update for your accounting software

To configure the AvaTax Update integration:

  1. On the Salesforce CPQ+ homepage, add a new tab to the menu by clicking + on the menu bar.
  2. Click Customize My Tab, add the AvaTax and Entity/Use Code tabs to the Selected Tabs field if they aren't already there, and then click Save.
  3. Click Setup, search for Custom Settings and, in the search results, click Custom Settings.
  4. On the Custom Settings page, go to the AvaTax Salesforce Integration Setting row, and then click Manage.
  5. On the AvaTax Salesforce Integration Setting page, go to Default Organization Level Value, click New to add or Edit to modify the following account details, and then click Save:
    Field  Action
    • Account Number
    • License Key
    Use the information provided in an email from Avalara (sent to the email account you used to activate your account). It must match what's saved in AvaTax Update.
    Sandbox Select this option if you're using a sandbox to set up and test your integration with AvaTax Update.
    Company Code Enter the company code you entered when you activated your AvaTax Update account. Every accounting software that works with AvaTax Update uses a company code to identify itself to AvaTax Update.
    Address Enter the address details used for calculating sales tax for your transactions:
    • Street address
    • City
    • ISO state or region code
    • Postal code 
    • ISO country code
    Save transactions to AvaTax Update Select to post order transactions to AvaTax Update.
    Active Select to turn on sales tax calculations.
    Enable AvaTax address validation If you disable address validation, AvaTax Update uses the customer's ship-to address as entered to calculate the correct sales tax. Sales tax might be calculated incorrectly if this option is disabled.
    Note Note to test the AvaTax Update connection.
  6. On the AvaTax Salesforce Integration Setting page, go to Setup Owner to create multiple Salesforce CPQ+ profiles, organizations, and/or users.
  7. On the AvaTax tab, click Test Connection, and then:
    • If you see a success message, the configuration is successful.
    • If you see any other message, verify your account credentials and try again.

Customize page layout

To configure the page layout of the Accounts, Products, Quotes, Orders, Contracts, and Asset pages so that Salesforce CPQ+ displays fields necessary for AvaTax Update to calculate tax:

  1. On each page, click Edit Layout, and then click Fields.
  2. In the Detail section of each page, add the following fields and buttons:
    Page Fields Buttons
    Account Layout
    • Entity/Use Code
    • Exemption Number
    • Business Identification Number
    • Is Seller Importer of Record
    • Validate Addresses
    Product Layout
    • Tax Code
     
    Quotes
    • Sales Tax Amount
    • AvaTax Message
    • Tax Calculation Status
    • Invoice Message
    • Calculate Tax
    • Validate Addresses
    Quote Line Detail
    • Sales Tax Amount
    • Sales Tax Details
    • Location Code
     
    Orders
    • AvaTax Message
    • Tax Calculation Status
    • Sales Tax Amount
    • Invoice Message
    • Calculate Tax
    • Validate Addresses
    Order Product Detail
    • Sales Tax Amount
    • Sales Tax Details
    • Location Code
     
    Contract
    • Sales Tax Amount
    • Calculate Tax
    • Validate Address Before Tax Calculation
    • Commit Tax
    • Document ID
    • AvaTax Message
    • Tax Calculation Status
    • Invoice Message
    • Validate Addresses
    Contract Line (subscription)
    • Sales Tax Amount 
    • Sales Tax Details
    • Location Code
     
    Asset
    • Sales Tax Amount 
     

Map a subsidiary to a company

To calculate sales tax for companies with subsidiaries in multiple companies, map the subsidiaries to companies in Salesforce.

To map a subsidiary to a company:

  1. In Salesforce CPQ+, click the AvaTax tab.
  2. On the AvaTax Configuration page, go to Advanced Settings to add or modify subsidiary mapping using the fields below, and then click Show:
    Field Action
    Object Name for Subsidiary Enter the object name of the subsidiary that you created in Salesforce CPQ+
    Subsidiary Field Name on Account Enter the subsidiary field name on the account that you created in Salesforce CPQ+

Configure automatic address validation for quotes 

Use workflow rules and apex triggers to enable automatic address validation on quotes. Refer to Salesforce documentation for specific steps for creating workflow rules and apex triggers.

To trigger automatic address validation:

  • Create workflow rules or process builders to select the Validate Address Before Tax Calculation checkbox.

Configure automatic tax calculation for quotes

Use workflow rules or apex triggers to automate tax calculation on quotes. Refer to Salesforce documentation for specific steps for creating workflow rules and apex triggers.

To trigger tax calculation automatically on quotes, do one of the following:

  • Create a workflow rule to select the Calculate Tax checkbox on a quote.
  • Write a trigger to call the GetTax method (AVA_SFCPQ.QuoteUtils.AsyncQuoteGetTax) on a quote.
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