Install Connector for Salesforce B2B Commerce Lightning
This article applies to:Avalara AvaTax for Salesforce B2B Commerce Lightning
After you create a basic company profile, install Connector for Salesforce B2B Commerce Lightning.
Before you begin
- Sign in to your Salesforce environment.
Steps
- Download and install the AvaTax Salesforce Mapper.
- In Avalara, go to Settings > Integrations > Manage.
- Select See Connector Versions for the appropriate Avalara AvaTax Salesforce Mapper version (sandbox or production), and then select the most recent version.
- Select Install for All Users on the page that opens, and then select Install.
- After the installation success message displays, ensure the appropriate user roles in Salesforce Sales Cloud have full access permissions for Avalara custom objects (UDLs and UserMessages).
- Download and install Connector for Salesforce B2B Commerce Lightning.
- In Avalara, go to Settings > Integrations > Manage.
- Select See Connector Versions for the appropriate Connector for Salesforce B2B Commerce Lightning version (sandbox or production), and then select the most recent version.
- Select Install for All Users on the page that opens, and then select Install.
A success message displays when the installation is complete.If you get a warning during installation that the installation hasn't been authorized, it's okay to proceed. This message just means our latest version is still in the Salesforce security review process.