Skip to main content
Avalara Help Center

Set up automatic tax calculation for quotes in Salesforce CPQ

This article applies to:AvaTax for Salesforce CPQ

Use workflow rules or apex triggers to automate tax calculation on quotes.

Steps

  1. Create a workflow rule to select the Calculate Tax checkbox on a quote.
  2. Write a trigger to call the GetTax method (AVA_SFCPQ.QuoteUtils.AsyncQuoteGetTax) on a quote.

Tip icon

Refer to Salesforce Sales Cloud documentation for specific steps for creating workflow rules and apex triggers.