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Install Avalara AvaTax for Salesforce Sales Cloud

This article applies to:AvaTax for Salesforce Sales Cloud

Download and install the AvaTax integration for Salesforce Sales Cloud. Start by installing AvaTax for Salesforce Mapper and then install the integration software.

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The AvaTax for Salesforce Sales Cloud integration is for those with Enterprise and above versions of Salesforce Sales Cloud. If you have another version or are using Salesforce.com, use these instructions to install and configure your connector

 

Before you begin

If you're upgrading from an earlier version of the AvaTax for Salesforce Sales Cloud integration to version 4.0 or later, make sure you're using AvaTax for Salesforce Mapper 1.60 or later.

Steps

  1. Download and install the AvaTax Salesforce Mapper.
    1. In AvaTax, go to Settings > Integrations.
    2. Select See Connector Versions.
    3. Download the test or production version of the mapper, depending on which one you want to install.
    4. In Salesforce Sales Cloud, navigate to the Package Install page, select Install for All Users, and then select Install.
    5. Once the installation is complete, select Done.
    6. Ensure the appropriate user roles in Salesforce Sales Cloud have full access permissions for Avalara custom objects (UDLs and UserMessages).
  2. Download and install the integration software.
    1. In AvaTax, go to Settings > Integrations.
    2. Select See Connector Versions.
    3. Download the test or production version of the integration software, depending on which one you want to install.
    4. In Salesforce Sales Cloud, navigate to the Package Install page, select Install for All Users, and then select Install.
    5. Once the installation is complete, select Done.

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      If you're updating from any previous version of the integration software, do the following:

      1. Go to 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.
      2. Select Test Connection.
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