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Connect Salesforce CPQ to AvaTax

This article applies to:AvaTax for Salesforce CPQ

After you create your initial company profile, the next step is to connect your business application or system 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 that manages your business application if you need help.

Steps

  1. Get your license key.
    Check your email for a license key or create one now.
  2. Install the AvaTax integration for Salesforce CPQ.
    Install the integration software.
  3. Establish a connection between Salesforce CPQ and AvaTax.
    Enter your account information to start transactions flowing to AvaTax for tax calculation.
  4. Customize page layouts in Salesforce CPQ.
    Add custom fields and buttons specific to AvaTax.
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