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Avalara AvaTax for Salesforce Sales Cloud Release Notes

Read the release notes to learn about the latest additions, changes, and fixes to AvaTax for Salesforce Sales Cloud.

AvaTax for Salesforce Sales Cloud (2020 releases)

January 9, 2020

Release 3.0  

New

  • GST and PST rates now display separately for Canadian transactions
  • You can now validate header-level origin addresses
  • You can now validate line-level ship-to addresses
  • You can now configure entity/use codes at the line level
  • You can now configure the origin address at the header level on opportunities, quotes, and orders
  • You can now configure ship-to addresses at the line level
  • You can now validate addresses in bulk
  • The tax code field now checks the Avalara service before displaying tax code values
  • You can now update Avalara tax codes on products in bulk
  • You can now validate subsidiary addresses

Changed

Fixed

  • Fixed an issue with automatic tax calculation workflows on the Opportunity, Quote, and Order objects
  • Fixed an issue with Process Builder not triggering the commit tax feature

AvaTax for Salesforce Sales Cloud (2019 releases)

June 7, 2019

Release 2.0  

New

  • The AvaTax Mapper now has a graphic user interface
  • Added multi-entity configuration capabilities
  • AvaTax triggers can now be disabled through the AvaTax bundle configuration

Changed

Fixed

  • Fixed the issue that prevented the company address from validating when credentials weren't saved

March 1, 2019

Release 1.0  

New

  • Salesforce Sales Cloud consolidates and replaces Opportunities, Orders, and Quotes. Current users should upgrade to this version and migrate their data to continue to receive new features.

Changed

  • The custom AvaTax fields in Salesforce Sales Cloud now clear when you clone a transaction
  • The transaction now shows as voided in AvaTax when you delete it
  • Opportunities and Quotes no longer post to AvaTax as committed transactions
  • If a shipping address is not present on an order, AvaTax uses the billing address to calculate taxes
  • If the shipping address is blank on the customer account associated with an order, AvaTax uses the billing address to calculate taxes
  • You can now select Commit Tax to commit orders to AvaTax
  • You can now override tax amounts on the line level
  • You can now enter the business identification number and the importer of record on individual transactions and the customer account for VAT calculations
  • Authentication, transaction committing, and address validation settings are now all on the same settings tab
  • You can now override an entity/use code on a transaction
  • System integration document

AvaTax for Salesforce Sales Cloud Opportunities

This integration package is in "sustaining" mode. This means there are no new versions planned, and current versions won't be enhanced. Any issues identified will only be fixed on an as-needed basis.

August 8, 2018

Release 5.27.0.0 

New

  • Added a custom setting to disable trigger

Changed

  • Moved "Use Billing address for Tax Calc" to Tax calculation section on configuration page
  • Removed deprecated fields from configuration page

Fixed

  • Fixed an issue where currency in Salesforce (Opportunity/Quote/Order) did not match with currency in AvaTax
  • Deprecated 'Create Company' page from the package
  • Fixed an issue where Line Number in AvaTax document was starting at 0 instead of 1

February 27, 2018

Release 5.26.0.0  

New

  • You can now use workflow rules and apex triggers to enable automatic tax calculation

Changed

  • Removed the Finalize Opportunity button from the Opportunity layout
  • Removed the following from the Avalara Configuration Settings page:
    • Save Transaction as a Commit on AvaTax
    • Re-calculate Tax Upon Invoice Editing
    • Finalized Status/Stage
  • Renamed Save Transaction as a Uncommit on AvaTax to Submit Sales Tax as SalesOrder on the Avalara Configuration page

Fixed

  • Fixed the issue causing a high number of GetTax calls by removing the previous automatic tax calculation feature

AvaTax for Salesforce Sales Cloud Orders

This integration package is in "sustaining" mode. This means there are no new versions planned, and current versions won't be enhanced. Any issues identified will only be fixed on an as-needed basis.

February 27, 2018

Release 5.13.0.0 

New

  • You can now use workflow rules and apex triggers to enable automatic tax calculation

Changed

  • Removed the Finalize Order button from the Orders layout
  • Removed the following from the Avalara Configuration Settings page:
    • Save Transaction as a Commit on AvaTax
    • Re-calculate Tax Upon Invoice Editing
    • Finalized Status/Stage
  • Renamed Save Transaction as a Uncommit on AvaTax to Submit Sales Tax as SalesOrder on the Avalara Configuration page

Fixed

  • Fixed the issue causing a high number of GetTax calls by removing the previous automatic tax calculation feature

AvaTax for Salesforce Sales Cloud Quotes

This integration package is in "sustaining" mode. This means there are no new versions planned, and current versions won't be enhanced. Any issues identified will only be fixed on an as-needed basis.

February 27, 2018

Release 5.20.0.0 

New

  • You can now use workflow rules and apex triggers to enable automatic tax calculation

Changed

  • Removed the Finalize Quotes button from the Quotes layout
  • Removed the following from the Avalara Configuration Settings page:
    • Save Transaction as a Commit on AvaTax
    • Re-calculate Tax Upon Invoice Editing
    • Finalized Status/Stage
  • Renamed Save Transaction as a Uncommit on AvaTax to Submit Sales Tax as SalesOrder on the Avalara Configuration page

Fixed

  • Fixed the issue causing a high number of GetTax calls by removing the previous automatic tax calculation feature
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