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 |
|
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 |
|
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 |
|
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 |
|
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
|
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 |