Skip to main content
Avalara Help Center

Map Salesforce Sales Cloud fields to AvaTax fields

This article applies to:AvaTax for Salesforce Sales Cloud

Use AvaTax Mapper Studio to easily map Salesforce Sales Cloud fields to AvaTax fields.

Find more information about the AvaTax fields in the API reference on the Avalara Developer site.

Steps

  1. In Salesforce Sales Cloud, select Setup, enter "installed packages" in the search field, and then select Installed Packages.
  2. Select Configure next to AvaTax for SF Sales Cloud and then, on the Advanced Settings tab, select Launch Mapper Studio.
  3. Select the integration category you want to map:
    • AddressValidation: Fields used when validating addresses
    • TaxCalculation: Fields used when calculating tax
    • CancelTaxCalculation: Fields used when refunding or cancelling invoices
  4. Under Integration Points, select the integration point you want to map.
    On the right, a query section and two tables display, with arrows on the gable that show which Salesforce Sales Cloud fields are currently mapped to which AvaTax fields.
    • The AvaTax Request Mappings table shows which fields in Salesforce Sales Cloud send to which fields in AvaTax.
      • The Salesforce Sales Cloud fields display in the left-hand column and include both native Salesforce Sales Cloud fields and custom fields you've added.
      • The AvaTax fields display in the right hand column.
    • The AvaTax Response Mappings table shows which fields in AvaTax send to which fields in Salesforce Sales Cloud.
      • The AvaTax fields display in the left-hand column.
      • The Salesforce Sales Cloud fields display in the right-hand column and include both native Salesforce Sales Cloud fields and custom fields you've added.
  5. If the field you want to map isn't displayed in the tables:
    1. In the Query section, select Modify Soql.
    2. Select the field you want to add in the Add Field list, and then select Execute. The field is added to the mapping tables.

    Tip icon

    These steps let you add existing custom fields to the tables. In some cases, if you select a section, a second list displays of fields to select for that section.

  6. To remove a current mapping, select the arrow that indicated that mapping. The arrow disappears and the mapping is removed.
  7. To add a mapping, select the field name in the left-hand column, and then select the name of the field in the right-hand column to which it should map.
  8. Select Save to Server. The mappings are saved.
  • Was this article helpful?