After you create your initial company profile, the next step is to connect your business application to AvaTax through an integration, software that enables the flow of transactions to AvaTax.
Before you begin
You must be an administrator to connect your business application to AvaTax. Ask the person who manages your business application if you need help.
- Download and install Connector for Salesforce B2B Commerce Lightning.
Install the integration software that enables a connection between Salesforce B2B Commerce Lightning and AvaTax.
- Establish a connection between Salesforce B2B Commerce Lightning and AvaTax.
Enter your account information to start transactions flowing to AvaTax for tax calculation.
- Customize page layouts in Salesforce B2B Commerce Lightning.
Add custom fields and buttons specific to AvaTax.