Read the release notes to learn about the latest additions, changes, and fixes to AvaTax for Salesforce CPQ.
AvaTax for Salesforce CPQ (2020 releases)
March 5, 2020
- You no longer need to set up a special class in Salesforce CPQ to let users other than the initial one have permissions to use AvaTax. All users are now granted permissions.
- AvaTax Mapper now only processes one query at a time.
- Fixed an issue that caused errors to occur when running queue-able jobs.
- Fixed an issue that prevented objects with more than 50,000 transactions from being displayed in AvaTax Mapper.
AvaTax for Salesforce CPQ (2019 releases)
October 14, 2019
- You can now install AvaTax for Salesforce CPQ whether or not you have the DandB Enterprise package (an optional subscription package).
September 13, 2019
- You can now validate individual addresses within a multi-entity company.
- You can now enable automatic tax calculation on orders
- AvaTax for Salesforce CPQ now directly integrates with Exemptions or CertCapture, which allows users to do the following from within AvaTax for Salesforce CPQ:
- Edit certificate metadata
- Add exemption certificate metadata to a certificate
- Upload a certificate image
- Add customer records to Exemptions or CertCapture in bulk
- Add a customer record to Exemptions or CertCapture
- The CPQConfig.xml file has been updated to support the addition of exemptions to Salesforce CPQ.
If you’re upgrading from Salesforce CPQ 2.0 to Salesforce CPQ 3.0 or a later release, you used Avalara AvaTax Salesforce Mapper to make customizations, and you want to keep those customizations, use Avalara AvaTax Salesforce Mapper to merge the CPQConfig.xml file in the Salesforce CPQ 3.0 package with your local CPQConfig.xml file.
- System integration document
March 29, 2019
- Apex Developers can now enable batch tax calculation
- Installation and configuration have changed. Learn how to install and configure Salesforce CPQ now.
- You can now test your connection to AvaTax and turn on address validation during configuration
- Some fields in AvaTax configuration now have clearer names
- AvaTax license keys and passwords are now hidden once they're entered in configuration
- Optional lines on quotes are no longer sent to AvaTax
- The address populated in the AvaTax tab for multi-entity configuration now pulls from the legal entity information within Salesforce CPQ
- Address validation calls are no longer made for addresses outside the U.S. and Canada
- Contracts now pass as sales orders and don't commit to AvaTax
- You can now calculate tax on quotes
- You can now use the AvaTax Mapper to configure tax calculation on orders and on quotes
- The field for Avalara tax codes is now called Avalara Tax Code
- System integration document
- User guide for AvaTax Mapper Studio
AvaTax for Salesforce CPQ (2018 releases)
September 14, 2018
- Business Identification Number is now passed on transactions for intra-EU B2B VAT compliance
July 6, 2018
- Fixed a bug where Quotes transactions were posted to AvaTax as Uncommitted SalesInvoice documents
June 22, 2018
- You can now use 'Location Code' custom field as 'Ship from' address on Quote, Order & Contract objects
- Asset record will now display Sales Tax amount
- Fixed a bug where 'Calculate Tax' button on Order module was not calculating tax
- Fixed a bug where 'Address line 2' was displaying 'null' on AvaTax configuration page
April 27, 2018
- You can now calculate tax on Contract module