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Set up automatic tax calculation for quotes in Salesforce CPQ

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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.

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