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Connect Salesforce Sales Cloud to AvaTax

This article applies to:AvaTax for Salesforce Sales Cloud

After you create your initial company profile, the next step is to connect your business application 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 Sales Cloud.
    Download and install the AvaTax for Salesforce Mapper and the Sales Cloud integration software.
  3. Establish a connection between Salesforce Sales Cloud and AvaTax.
    Enter your account information to start transactions flowing to AvaTax for tax calculation.
  4. Customize page layouts in Salesforce Sales Cloud
    Customize the page layout with fields and buttons for AvaTax.
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