Establish a connection between Salesforce Sales Cloud and AvaTax

Before you begin

• If you haven't created a company profile in AvaTax, create one now.
• Have your account number and license key with you.

Steps

1. In Salesforce Sales Cloud, select Setup.
2. Under Home, search for and select Installed Packages.
   
3. On the Installed Packages page, select Configure next to the AvaTax for Salesforce Sales Cloud package.
   The AvaTax for Salesforce Sales Cloud page opens and the Account Credentials tab is selected.
4. Add your AvaTax account number and license key.
5. Select Test Connection.
6. For the Company Code, select the code for the company you want to connect to in AvaTax.
   To find a company code in AvaTax, go to Settings > All AvaTax Settings, and then select Manage under Companies. Company codes are listed next to company names.
7. Select the Corporate Address tab, and then provide a company address.
   This address is the origin address used on transactions.

Next

Customize page layouts in Salesforce Sales Cloud