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
- Create a workflow rule to select the Calculate Tax checkbox on a quote.
- Write a trigger to call the GetTax method (AVA_SFCPQ.QuoteUtils.AsyncQuoteGetTax) on a quote.
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Refer to Salesforce Sales Cloud documentation for specific steps for creating workflow rules and apex triggers. |