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Add Use Type custom code in Salesforce storefront

This article applies to:AvaTax

The Use Type and tax breakup components in the Salesforce storefront are optional and not part of the standard connector installation. These are provided separately as a custom component. You can add these components in the store theme.

Users can use these components anywhere as per their choice on the cart or checkout flow.

Steps

The following steps allows the user to add the Use Type and Tax Breakup in the Checkout Summary page:

  1. Navigate to the Setup and enter flows in the search bar.

    clipboard_ec8236ec7878bf01c2367d86a10323919.png

  2. Under the Process Automation, click on the Flows to display the list of all flows.
  3. In the Flows, browse down and select the Subflow - Checkout Summary.
  4. Click on Save As and save it with unique identifiable name. For example: AvaTax Checkout Summary.

    clipboard_ec8ef44d05c82002f25e2df2bdc13346b.png
  5. Browse to the saved subflow and click on the subflow link to open the Flow Builder.

    clipboard_e6131da04d162e28aac643c5cd6762c62.png
  6. Double click on the Cart To Order Summary screen component to display the Edit Screen. On the Screen Components browse down to the Custom, and then drag and drop the Tax Breakup component.
  7. Click on the component and enter the values under Screen Properties to configure the selected component.
  8. Same steps can be performed to add AvaTax Cart Item (Use Type) component on Delivery Method flow to add Use Type component on the delivery method flow.
  9. Clone Subflow - Delivery Method flow and save it as AvaTax Delivery Method
  10. Double click on the Screen to display the Edit Screen. On the Screen Components browse down to the Custom,and then drag and drop the Cart Item Attribute Selector component to display Use Type option.
  11. The sample Components Configuration details are listed in the below table

Components Configuration

The following table shows the Tax Breakup and VAT/Invoice Message components configuration:

No.

Component

Fields

1.

Tax Breakup

 

 

 

 

 

 

·   API Name:

avaTaxTaxBreakup

·   Header: Enter the desired custom name. The entered name will be displayed in the checkout flow. Forexample: Tax Breakup

·   RecordID: {!cartId}

2.

Use Type (Cart Item Attribute Selector)

 

 

·   API Name:

avaTaxCartProduct

·   RecordID: {!cartId}

 

 

3.

 

Click on Finish and then click Done.

Integration of the created subflow into the main checkout flow.

  1. Open the created checkout flow.
  2. Drag and drop the subflow and enter the name as Checkout Summary.

    clipboard_ef96b27692cc8c805461e27f0e186f925.png
  3. Set the values as shown in the below image.

    clipboard_e9c5a51d8cb6bd2574dfd3bce6a474f1c.png
  4. Remove the existing Checkout Summary from the existing flow and replace it with the new flow withoutchanging the previous applied subflow mapping.

    clipboard_ef5d39b49db8a06729a72ab8386bdaadc.png
  5. Click Save As and then click on Activate.

 

Customize MyAccount page to use AvaTax manage exemption certificates

  1. Go to Experience Builder > Select Checkout page from dropdown.

  2. Select the Checkout flow section and assign AvaTax Checkout Flow to it.

  3. Publish the experience.

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