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Establish a connection between Salesforce Sales Cloud and AvaTax

This article applies to:AvaTax for Salesforce Sales Cloud

After you install the integration software, connect Salesforce Sales Cloud to AvaTax.

Before you begin

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.
    Make sure the account number you enter is the correct one for the environment you're connecting to (sandbox or production).
  5. Select which environment you're connecting to.
  6. Select Test Connection.
  7. From the Company Code list, 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.

    Tip icon

    You must test the connection before you can select the company.

  8. Select the Corporate Address tab, and then provide a company address.
    This address is the origin address used on transactions.
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