Connector for Salesforce B2B Commerce release notes

September 17, 2021

Release 4.0 

New

• Admin can now send a request to their buyer account using the Invite Customer option in the AvaTax Compliance Document Exchange wizard. This allows the buyer to upload their tax exemption certificate.

• Admin can now update or edit their customer record in CertExpress.

• Admin can use the newly added AvaTax Exemption Certificate object to manually add an exemption certificate and upload the soft copy for their customers. The status of the certificate can also be seen.

• Admin can control the ecomm flow by enabling or disabling the newly added AvaTax Exemption toggle. The toggle can be enabled only if the company code is activated with the CertExpress certificate.

• Admin can revoke any tax exemption certificate using the Invalidate button in the Manage Compliance Document wizard which get enables for successfully added tax exemption certificate.

Changed

• System integration document

June 11, 2021

Release 3.0 

New

• Salesforce B2B Commerce user interface now supports AvaTax mapper functionality.

Changed

• In the invoice object, a tax refund button has been added to support return invoice functionality.
• You can now use the cancel tax option for committed orders.
• System integration document
• Avalara AvaTax Mapper Guide for Extending Avalara AvaTax for Salesforce v1.69

Note: If you are upgrading from Salesforce B2B Commerce version 1.0 or later to the Salesforce B2B Commerce version 3.0, make sure the previous connector version's data is migrated during the upgrade.

For manual migration, select Configure >> Additional Settings >> Migrate Data.

July 24, 2020

Release 2.3 

Changed

• Canadian tax breakouts now display separately in the shopping cart.
• The Avalara Exception Logs now display only errors and exceptions.