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Install Connector 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

  1. Download and install the AvaTax Salesforce Mapper.
    1. In Avalara, go to Settings > Integrations > Manage.
    2. Select See Connector Versions for the appropriate Avalara AvaTax Salesforce Mapper version (sandbox or production), and then select the most recent version.
    3. Select Install for All Users on the page that opens, and then select Install.
    4. 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).
  2. Download and install Connector for Salesforce B2B Commerce Lightning.
    1. In Avalara, go to Settings > Integrations > Manage.
    2. Select See Connector Versions for the appropriate Connector for Salesforce B2B Commerce Lightning version (sandbox or production), and then select the most recent version.
    3. Select Install for All Users on the page that opens, and then select Install.
      A success message displays when the installation is complete.

      A warning icon

      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.