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Migrate AvaTax Data from Salesforce to Salesforce Sales Cloud

Migrate AvaTax data from Salesforce to Salesforce Sales Cloud in one of two ways:

  • Use the Salesforce Data Loader
  • Use the Salesforce Apex Batch Service

Data Loader

  • You need to be a Salesforce admin to migrate AvaTax data
  • The Salesforce Data Loader supports the transfer of up to 5 million records at a time
    • Break up larger sets of record into batches of 5 million

These are the objects you need to migrate from Salesforce to Salesforce Sales Cloud.

Account

Data loader query

Select Id, Name, AVA_SFCORE__Exemption_Number__c

FROM Account

WHERE AVA_SFCORE__Exemption_Number__c != NULL AND AVA_MAPPER__Exemption_Number__c = NULL

 
  • Salesforce exports IDs of entity use/code object. So, a user needs to map entity use/code record IDs instead of value.
  • So entity use/code has not been included in the above query.

Opportunity

Data loader query

Select Id, Name, AVA_SFCORE__Tax_Now_Status__c, AVA_SFCORE__request__c, AVA_SFCORE__Sales_Tax__c

FROM Opportunity

Where AVA_SFCLOUD__Sales_Tax__c = null

AvaTax Message Salesforce Sales Cloud does not pass opportunity transactions to AvaTax so a user will always get "Temporary" status in the AvaTax Message field so there is no need to migrate data for the AvaTax Message field.
Tax Date
  1. AvaTax for Salesforce Sales Cloud compares the tax date field with the Opportunity CreatedDate field. If these are different, connector considers it as a Tax Date override

  2. Sales Cloud connector has custom field data type as "Date Time" while the previous connector, custom field data type as "Date".
  3. The previous connector doesn't have the Time value and if a user migrates the previous connector "Tax Date" dates to the new connector field, due to time is missing Sales cloud connector will consider all transactions as a Tax Date Override

  4. If a user wants to override the Tax Date, they've to select the tax date again at a transaction level in the new connector Tax Date field

  5. So AvaTax Message & Tax Date fields are not included in the above query

​Opportunity Line

Data Loader Query

Select Id, Name, AVA_SFCORE__LineTax__c, AVA_SFCORE__Details__c, AVA_SFCORE__Rate__c

FROM OpportunityLineItem

Where AVA_SFCORE__LineTax__c != null and AVA_SFCLOUD__SalesTax_Line__c = null

Quote

Data Loader Query

Select ID, Name, AVA_SFQUOTES__Avalara_Status__c, AVA_SFQUOTES__Invoice_Messaging__c, AVA_SFQUOTES__ShippingTax__c, AVA_SFQUOTES__Tax_Now_Status__c

From Quote

Where AVA_SFCLOUD__AvaTax_Doc_Status__c = nul

AvaTax Message Sales Cloud connector does not pass Quote transactions to the AvaTax update so a user will always get "Temporary" status in the AvaTax Message field so there is no need to migrate data for the AvaTax Message field.
Tax Date
  1. AvaTax sales cloud compares the tax date field with the Quote CreatedDate field and if these are different, connector considers it as a Tax Date override

  2. Sales Cloud connector has custom field data type as "Date Time" while the previous connector, custom field data type as "Date".
  3. The previous connector doesn't have the Time value and if a user migrates the previous connector "Tax Date" dates to the new connector field, due to time is missing Sales cloud connector will consider all transactions as a Tax Date Override

  4. If a user wants to override the Tax Date, they've to select the tax date again at a transaction level in the new connector Tax Date field

  5. So AvaTax Message & Tax Date fields are not included in the above query

Quote Line

Data Loader Query

Select Id, AVA_SFQUOTES__Sales_Tax_Amount__c, AVA_SFQUOTES__Sales_Tax_Details__c, AVA_SFQUOTES__Rate__c

FROM QuoteLineItem

Where AVA_SFQUOTES__Sales_Tax_Amount__c != null and AVA_SFCLOUD__SalesTax_Line__c = null

Order

Data Loader Query

 

Select Id, Name, AVA_SFORDERS__Avalara_Status__c, AVA_SFORDERS__Invoice_Messaging__c, AVA_SFORDERS__Sales_Tax__c, AVA_SFORDERS__Tax_Now_Status__c

FROM Order

Where AVA_SFORDERS__Sales_Tax__c != null and AVA_SFCLOUD__Sales_Tax__c = null

Tax Date
  1. AvaTax sales cloud compares the tax date field with the Order CreatedDate field and if these are different, connector considers it as a Tax Date override

  2. Sales Cloud connector has custom field data type as "Date Time" while the previous connector, custom field data type as "Date".
  3. The previous connector doesn't have the Time value and if a user migrates the previous connector "Tax Date" dates to the new connector field, due to time is missing Sales cloud connector will consider all transactions as a Tax Date Override

  4. If a user wants to override the Tax Date, they've to select the tax date again at a transaction level in the new connector Tax Date field

  5. So Tax Date field is not included in the above query

Order Line

Data Loader Query

Select ID, AVA_SFORDERS__LineTax__c, AVA_SFORDERS__Details__c, AVA_SFORDERS__Rate__c

From OrderItem

Where AVA_SFORDERS__LineTax__c != null and AVA_SFCLOUD__Sales_Tax_Rate__c = null

Product

Data Loader Query

Select ID, AVA_SFCORE__Tax_Code__c, AVA_SFCORE__UPC__c

From Product2

Where (AVA_SFCORE__Tax_Code__c != null and AVA_SFCLOUD__Tax_Code__c = null) OR (AVA_SFCORE__UPC__c != null and AVA_SFCLOUD__UPC__c = null)

​Apex Batch Service

  • The Apex batch service is similar to a queue service and is provided by Salesforce
  • AvaTax for Salesforce Sales Cloud provides a method to which a user will pass the records to migrate the data
  • A user needs to add this class to the batch service, so Salesforce will execute the script to transfer 50,000 records at a time & it'll run in a loop till all records are not migrated
  • A user can not directly copy Entity Use/Code in the Accounts object as it is a lookup field. So apex batch service is recommended to copy the entity use/code field on the Account object.

Data Migration for Accounts Entity Use/Code

public class migrateEntityUseCode {

     

    public void migrateData(){

        List<AVA_MAPPER__Entity_Use_code__c> newEntityUseCodeList = [SELECT Id, Name FROM AVA_MAPPER__Entity_Use_code__c];

        Map<String,Id> newEntityUseCodeMap = new Map<String,Id>();

        for(AVA_MAPPER__Entity_Use_code__c newEntity : newEntityUseCodeList){

            newEntityUseCodeMap.put(newEntity.Name,newEntity.Id);

        }

         

        List<AVA_SFCORE__EntityUse__c> oldEntityUseCodeList = [SELECT Id, Name FROM AVA_SFCORE__EntityUse__c];

        Map<Id,String> oldEntityUseCodeMap = new Map<Id,String>();

        for(AVA_SFCORE__EntityUse__c oldEntity : oldEntityUseCodeList){

            oldEntityUseCodeMap.put(oldEntity.Id,oldEntity.Name);

        }

         

        List<Account> accountList = [Select AVA_MAPPER__Entity_Use_code__c, AVA_SFCORE__ExemptEntityType__c

                                     from Account

                                     Where AVA_MAPPER__Entity_Use_code__c = null and AVA_SFCORE__ExemptEntityType__c != null];

         

        List<Account> updateAccounts = new List<Account>();

        for(Account updateEntity : accountList){

            String oldEntityUseCodeName = oldEntityUseCodeMap.get(updateEntity.AVA_SFCORE__ExemptEntityType__c);           

            if(newEntityUseCodeMap.containskey(oldEntityUseCodeName))

            {

                String newEntityUseCodeId = newEntityUseCodeMap.get(oldEntityUseCodeName);

                updateEntity.AVA_MAPPER__Entity_Use_code__c = newEntityUseCodeId;

                updateAccounts.add(updateEntity);

            }

        }       

        if (updateAccounts.size () > 0){

            update updateAccounts;

        }

    }

}

List of AvaTax integration on objects

Below is the list of AvaTax custom fields on various objects.

AvaTax for Salesforce core package

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Billing County AVA_SFCORE__Billing_County__c Text(255) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
2 Entity/Use Code AVA_SFCORE__ExemptEntityType__c Lookup(Entity/Use Code) Yes Entity/Use code AVA_MAPPER__Entity_Use_code__c  
3 Exemption Number AVA_SFCORE__Exemption_Number__c Text(25) Yes Exemption Number AVA_MAPPER__Exemption_Number__c  
4 Last Validated AVA_SFCORE__Billing_Last_Validated__c Text(20) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
5 Last Validated AVA_SFCORE__Shipping_Last_Validated__c Text(20) No - Deprecated - -

Not available in AvaTax for Salesforce Sales Cloud

6 Shipping County AVA_SFCORE__Shipping_County__c Text(255) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud

Contact Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Last Validated AVA_SFCORE__Mailing_Last_Validated__c Text(20) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
2 Last Validated AVA_SFCORE__Other_Last_Validated__c Text(20) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
3 Mailing County AVA_SFCORE__Mailing_County__c Text(255) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
4 Other County AVA_SFCORE__Other_County__c Text(255) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud

Opportunity Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Avalara Company Code AVA_SFCORE__Avalara_Company_Code__c Text(50) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
2 Avalara Doc Code AVA_SFCORE__Avalara_Doc_Code__c Text(50) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
3 Avalara Status AVA_SFCORE__Avalara_Status__c Text(255) No AvaTax Doc Status AVA_SFCLOUD__AvaTax_Doc_Status__c Salesforce Sales Cloud connector does not pass Opportunity transactions to the AvaTax update so a user will always get "Temporary" status in the AvaTax message field.
4 Billing Contact AVA_SFCORE__BillingContact__c Lookup(Contact) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
5 Calculate Tax AVA_SFCORE__Opp_CalculateTax__c Checkbox No Calculate Tax AVA_SFCLOUD__Calculate_Tax__c

A user needs to change their workflow rule/process builder to use Sales Cloud connector Calculate Tax checkbox (AVA_SFCLOUD__Calculate_Tax__c) for automatic tax calculation

6 Invoice Messaging AVA_SFCORE__request__c Long Text Area(32768) Yes Invoice Message AVA_SFCLOUD__Invoice_Message__c  
7 Non Taxable AVA_SFCORE__NonTaxable__c Checkbox No - Deprecated - - Removed Non Taxable checkbox option from the transaction. It is now available on the Accounts
8 Opportunity Date AVA_SFCORE__Opportunity_Date__c Date No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
9 Sales Tax AVA_SFCORE__Sales_Tax__c Roll-Up Summary (SUM Opportunity Product) Yes Sales Tax AVA_SFCLOUD__Sales_Tax__c  
10 Shipping and Handling AVA_SFCORE__Shipping__c Currency(16, 2) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
11 Shipping Contact AVA_SFCORE__ShippingContact__c Lookup(Contact) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
12 Shipping Tax AVA_SFCORE__ShippingTax__c Currency(16, 2) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
13 Tax Date AVA_SFCORE__Tax_Date__c Date No Tax Date AVA_SFCLOUD__Tax_Date__c

In the Salesforce Sales Cloud connector Tax Date is "Date Time" field while in the previous connector, it was "Date" field. So a user cannot directly copy data from previous connector Tax Date to the new connector Tax Date field.

If a user wants to override the tax date, they've to select the Tax Date again at transactions.

14 Tax Now Status AVA_SFCORE__Tax_Now_Status__c Text(64) No AvaTax Message AVA_SFCLOUD__AvaTax_Message__c Salesforce sales cloud connector does not pass Opportunity transactions to the AvaTax update, so a user will always get the status as "Temporary" only
15 Total AVA_SFCORE__Total__c Formula (Currency) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
16 Tracking Number AVA_SFCORE__TrackingNumber__c Text(12) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
17 VAT No AVA_SFCORE__VAT_No__c Text(50) No - Deprecated Business Identification Number Account.AVA_MAPPER__Business_Identification_Number__c Removed VAT No field from the transaction. It is now available on the Accounts

Opportunity Product Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Sales Tax Amount AVA_SFCORE__LineTax__c Currency(16, 2) Yes Sales Tax Amount AVA_SFCLOUD__SalesTax_Line__c  
2 Sales Tax Details AVA_SFCORE__Details__c Long Text Area(32768) Yes Sales Tax Details AVA_SFCLOUD__Sales_Tax_Details__c  
3 Sales Tax Rate AVA_SFCORE__Rate__c Text(18) Yes Sales Tax Rate AVA_SFCLOUD__Sales_Tax_Rate__c  
4 Total AVA_SFCORE__LineTotal__c Formula (Currency) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud

Product Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Tax Code AVA_SFCORE__Tax_Code__c Text(50) Yes Tax Code AVA_SFCLOUD__Tax_Code__c  
2 UPC AVA_SFCORE__UPC__c Text(250) Yes UPC AVA_SFCLOUD__UPC__c  

Avalara Account Custom Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Account ID AVA_SFCORE__Account_ID__c Text(10) Yes Account ID AVA_SFCLOUD__Account_ID__c  
2 Active Avalara Setting AVA_SFCORE__Active_Setting__c Checkbox No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
3 Allow Tax Override AVA_SFCORE__Allow_Tax_Override__c Checkbox Yes Allow Tax Override AVA_SFCLOUD__Allow_Tax_Override__c  
4 City AVA_SFCORE__Origin_City__c Text(50) Yes City AVA_SFCLOUD__City__c  
5 Company Code AVA_SFCORE__Company_Code__c Text(50) Yes Company Code AVA_SFCLOUD__Company_Code__c  
6 Country AVA_SFCORE__Origin_Country__c Text(3) Yes Country AVA_SFCLOUD__Country__c  
7 County AVA_SFCORE__Origin_County__c Text(255) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
8 Deprecated - Calculate Tax upon Editing AVA_SFCORE__Automatic_Tax_Calculation__c Checkbox No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
9 Deprecated - Commit on AvaTax AVA_SFCORE__Enable_Commits__c Checkbox No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
10 Deprecated - Finalized Status/Stage AVA_SFCORE__Commit_On_Status__c Text(50) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
11 Enable AvaTax address validation AVA_SFCORE__Enable_Address_Validation__c Checkbox Yes Validate Addresses AVA_SFCLOUD__Validate_Addresses__c  
12 Enable AvaTax tax calculation AVA_SFCORE__Enable_Tax_Calculation__c Checkbox Yes Enable AvaTax Tax Calculation AVA_SFCLOUD__Enable_AvaTax_Tax_Calculation__c  
13 Enable Entity/Use Code AVA_SFCORE__Enable_Entity_Use_Code__c Checkbox No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
14 Enable Tax Code Mapping AVA_SFCORE__Enable_Tax_Code_Mapping__c Checkbox No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
15 Enable UPC Code as ItemCode AVA_SFCORE__Enable_UPC_Code_as_ItemCode__c Checkbox Yes Enable UPC Code as Item Code AVA_SFCLOUD__Enable_UPC_Code_as_ItemCode__c  
16 Last Validated AVA_SFCORE__Last_Validated__c Text(30) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
17 LicenseKey AVA_SFCORE__LicenseKey__c Text(50) Yes License Key AVA_SFCLOUD__License_Key__c  
18 Password AVA_SFCORE__License_Key__c Text (Encrypted)(50) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
19 Return address in upper case AVA_SFCORE__Return_results_in_upper_case__c Checkbox No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
20 Service URL AVA_SFCORE__Service_URL__c Text(64) Yes Sandbox AVA_SFCLOUD__Sandbox__c In the previous connector, it is text box field & in the new connector, it is a checkbox. So as per service URL value, a user needs to check/uncheck the checkbox in the new connector
21 Shipping Code AVA_SFCORE__Shipping_Codes__c Lookup(Shipping Codes) Yes Shipping Code AVA_SFCLOUD__Shipping_Code__c  
22 State/Province AVA_SFCORE__Origin_State__c Text(2) Yes State AVA_SFCLOUD__State__c  
23 Street AVA_SFCORE__Origin_Street__c Text Area(255) Yes Street AVA_SFCLOUD__Street__c  
24 Submit sales tax as SalesOrder AVA_SFCORE__Save_UnCommitted_Quotes__c Checkbox Yes Save Transactions to AvaTax AVA_SFCLOUD__Save_transactions_to_AvaTax__c In earlier connector, if the checkbox is checked, transactions were not getting saved on the AvaTax update. But in the new connector, if the checkbox is checked, transactions will be saved on the AvaTax Update
25 Trigger Limit AVA_SFCORE__TriggerLimit__c Number(3, 0) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
26 Use Account Name for Cust Identification AVA_SFCORE__Use_Acct_Name_for_Avalara_Cust_Num__c Checkbox No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
27 Use Billing Address for Tax Calc AVA_SFCORE__Use_BillingAddress__c Checkbox No - Deprecated - -

Not available in AvaTax for Salesforce Sales Cloud

A fallback mechanism has been provided in the Salesforce Sales cloud connector to calculate the tax on billing address if a shipping address is not available

28 User Name AVA_SFCORE__Account_Number__c Text(50) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
29 Verify Validated Addresses AVA_SFCORE__Verify_Validated_Addresses__c Checkbox Yes Validate Addresses AVA_SFCLOUD__Validate_Addresses__c  
30 Zip/Postal Code AVA_SFCORE__Origin_Postal_Code__c Text(10)

Yes

Postal Code AVA_SFCLOUD__Postal_Code__c  

Entity Use Code Custom Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Entity/Use Code Name Text(80) No Entity/Use Code Name Need to transfer codes which are added by the user. AvaTax entity use code will be fetched automatically by the connector
2 Description AVA_SFCORE__Description__c Text(255) No Description AVA_MAPPER__Description__c Need to transfer codes which are added by the user. AvaTax entity use code will be fetched automatically by the connector

Shipping Codes Custom Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Shipping Codes Name Name Text(80) No Name Name Need to transfer codes which are added by the user. AvaTax shipping codes will be fetched automatically by the connector
2 Description AVA_SFCORE__Description__c Text(255) No Description AVA_SFCLOUD__Description__c Need to transfer codes values which are added by the user. AvaTax shipping codes will be fetched automatically by the connector

UDL

No need to transfer this custom object data

UserMessages

No need to transfer this custom object data

AvaTax for Salesforce Quote package

Quote Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Avalara Company Code AVA_SFQUOTES__Avalara_Company_Code__c Text(50) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
2 Avalara Doc Code AVA_SFQUOTES__Avalara_Doc_Code__c Text(50) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
3 Avalara Status AVA_SFQUOTES__Avalara_Status__c Text(255) Yes AvaTax Message AVA_SFCLOUD__AvaTax_Message__c  
4 Billing County AVA_SFQUOTES__Billing_County__c Text(255) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
5 Calculate Tax AVA_SFQUOTES__Quote_CalculateTax__c Checkbox No Calculate Tax AVA_SFCLOUD__Calculate_Tax__c A user needs to change their workflow/process builder to use the AVA_SFCLOUD__Calculate_Tax__c column to check the checkbox for automatic tax calculation
6 Invoice Messaging AVA_SFQUOTES__Invoice_Messaging__c Rich Text Area(32768) Yes

Invoice Message

AVA_SFCLOUD__Invoice_Message__c  
7 Last Validated AVA_SFQUOTES__Billing_Last_Validated__c Text(20) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
8 Last Validated AVA_SFQUOTES__Shipping_Last_Validated__c Text(20) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
9 Non Taxable AVA_SFQUOTES__Non_Taxable__c Checkbox No - Deprecated - - Removed Non Taxable checkbox option from the transaction. It is now available on the Accounts
10 Quote Date AVA_SFQUOTES__Quote_Date__c Date No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
11 S&H Tax AVA_SFQUOTES__ShippingTax__c Currency(16, 2) Yes Shipping and Handling Tax AVA_SFCLOUD__ShippingHandling_Tax__c  
12 Shipping County AVA_SFQUOTES__Shipping_County__c Text(255) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
13 Tax Date AVA_SFQUOTES__Tax_Date__c Date No Tax Date AVA_SFCLOUD__Tax_Date__c  
14 Tax Now Status AVA_SFQUOTES__Tax_Now_Status__c Text(255) Yes AvaTax Doc Status AVA_SFCLOUD__AvaTax_Doc_Status__c  
15 VAT No AVA_SFQUOTES__VAT_No__c Text(50) No - Deprecated Business Identification Number Account.AVA_MAPPER__Business_Identification_Number__c

Removed VAT No field from the transaction. It is now available on the Accounts.

A user needs to migrate the data from transaction to Accounts Business Identification Number field

Quote Line Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Avalara Tax Code AVA_SFQUOTES__Avalara_Tax_Code__c

Formula (Text)

No - Deprecated     Not available in AvaTax for Salesforce Sales Cloud
2 Sales Tax Amount AVA_SFQUOTES__Sales_Tax_Amount__c Currency(16, 2) Yes Sales Tax Amount AVA_SFCLOUD__SalesTax_Line__c  
3 Sales Tax Details AVA_SFQUOTES__Sales_Tax_Details__c Long Text Area(32768) Yes Sales Tax Details AVA_SFCLOUD__Sales_Tax_Details__c  
4 Sales Tax Rate AVA_SFQUOTES__Rate__c Text(8) Yes Sales Tax Rate AVA_SFCLOUD__Sales_Tax_Rate__c  
5 Total AVA_SFQUOTES__Total__c Formula (Currency) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud

AvaTax for Salesforce Order package

Order Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Avalara_Company_Code AVA_SFORDERS__Avalara_Company_Code__c Text(50) No - Deprecated     Not available in AvaTax for Salesforce Sales Cloud
2 Avalara Doc Code AVA_SFORDERS__Avalara_Doc_Code__c Text(50) No - Deprecated     Not available in AvaTax for Salesforce Sales Cloud
3 Avalara Status AVA_SFORDERS__Avalara_Status__c Text(255) Yes AvaTax Message AVA_SFCLOUD__AvaTax_Message__c  
4 Billing County AVA_SFORDERS__Billing_County__c Text(255) No - Deprecated     Not available in AvaTax for Salesforce Sales Cloud
5 Calculate Tax AVA_SFORDERS__Order_CalculateTax__c Checkbox No Calculate Tax AVA_SFCLOUD__Calculate_Tax__c A user needs to change their workflow/process builder to use the AVA_SFORDERS__Order_CalculateTax__cfield to check the checkbox for automatic tax calculation
6 Invoice Messaging AVA_SFORDERS__Invoice_Messaging__c Rich Text Area(32768) Yes Invoice Message AVA_SFCLOUD__Invoice_Message__c  
7 Last Validated AVA_SFORDERS__Billing_Last_Validated__c Text(20) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
8 Last Validated AVA_SFORDERS__Shipping_Last_Validated__c Text(20) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
9 Non Taxable AVA_SFORDERS__NonTaxable__c Checkbox No - Deprecated - - Removed Non Taxable checkbox option from the transaction. It is now available on the Accounts
10 Order Date AVA_SFORDERS__Order_Date__c Date No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
11 Sales Tax AVA_SFORDERS__Sales_Tax__c Roll-Up Summary (SUM Order Product) Yes Sales Tax AVA_SFCLOUD__Sales_Tax__c  
12 Shipping and Handling AVA_SFORDERS__Shipping__c Currency(16, 2) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
13 Shipping County AVA_SFORDERS__Shipping_County__c Text(255) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
14 ShippingTax AVA_SFORDERS__ShippingTax__c Currency(16, 2) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
15 Tax Date AVA_SFORDERS__Tax_Date__c Date No Tax Date AVA_SFCLOUD__Tax_Date__c  
16 Tax Now Status AVA_SFORDERS__Tax_Now_Status__c Text(255) Yes AvaTax Doc Status AVA_SFCLOUD__AvaTax_Doc_Status__c  
17 Total AVA_SFORDERS__Total__c Formula (Number) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud
18 VAT No AVA_SFORDERS__VAT_No__c Text(50) No - Deprecated Business Identification Number AVA_MAPPER__Business_Identification_Number__c Removed VAT No field from the transaction. It is now available on the Accounts

Order Line Object

No Salesforce Field Label Salesforce Field API NameComment Data Type Data Migration Sales Cloud Field Label Sales Cloud Field API Name Comments
1 Sales Tax Amount AVA_SFORDERS__LineTax__c Currency(16, 2) Yes Sales Tax Amount AVA_SFCLOUD__Sales_Tax_Amount_Line__c  
2 Sales Tax Details AVA_SFORDERS__Details__c Text Area(255) Yes Sales Tax Details AVA_SFCLOUD__Sales_Tax_Details__c  
3 Sales Tax Rate AVA_SFORDERS__Rate__c Text(18) Yes Sales Tax Rate AVA_SFCLOUD__Sales_Tax_Rate__c  
4 Total AVA_SFORDERS__Total__c Formula (Number) No - Deprecated - - Not available in AvaTax for Salesforce Sales Cloud

 

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