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Establish a connection between Salesforce B2B Commerce and AvaTax

After you install the integration software, connect Salesforce B2B Commerce to AvaTax. 

Before you begin

  • Have your AvaTax account ID and license key with you.
  • If you haven't created a company profile in AvaTax, create one now

Steps

  1. In Salesforce B2B Commerce, create the AvaTax permission set.
    1. Select Setup, search for Permission Sets, and select the link under Users.
    2. On the Permission Sets page, select Clone next to B2B Commerce Admin and give the clone a memorable name.
    3. Select the name of the permission set clone you created.
    4. On the permission set page, in the Apps section, select Object Settings.
    5. On the Object Settings page, select each of the following objects, select Edit, confirm the indicated permissions are selected, and then select Save.
      Object Permissions
      CC Cart

      Read and edit for:

      • Object Permissions
      • Under Field Permissions:
        • AvaTax is Overridden
        • AvaTax Override Amount
        • AvaTax Recorded Date
        • Avatax Tax
        • AvaTax Tax Amount
        • AvaTax Tax Rate Id
        • Tax Details
      CC Cart Items
      CC Orders
      CC Order Items
      AvaTax Exception Logs
      • Object Permissions - Read and edit
      • Under Field Permissions:
        • AvaTax Exception Name – Read
        • Created By – Read
        • Last Modified By – Read
        • Owner – Read and edit
  2. On the Salesforce B2B Commerce Company Information page, confirm that the the company address there is the address that should be used as the origination address on transactions.
  3. To show your customers estimated tax calculated by AvaTax during checkout, create the necessary tax hook.
    1. In App Launcher, search for and select CC Admin.
    2. In CC Admin, next to Global Settings, select the down arrow and then select DefaultStore.
    3. Under DefaultStore Settings, under Integrations, select Tax.
    4. Change Tax Calculation API Class to b2bava.AvaTaxCalculation and then select Save.
  4. To enable tax calculation by AvaTax if you have enabled line level independence, create the necessary price adjustment hook.
    1. In App Launcher, search for and select CC Admin.
    2. In CC Admin, next to Global Settings, select the down arrow and then select DefaultStore.
    3. Under DefaultStore Settings, under Integrations, select Pricing.
    4. Under Price Adjustment Settings for DefaultStore, change Price Adjustment API Class to b2bava.AvaTaxPriceAdjustment and then select Save.
    5. Select Global Settings.
    6. On the B2B Commerce Administration page, under Global Settings, select Configure Cache Management.
    7. Select Build New to create a new cache, and then select Activate to activate it. 
  5. Create the AvaTax named credential.
    1. Select Setup, search for and select Named Credentials.
    2. On the Named Credentials page, select New Named Credential, create a new named credential with the following values, and then select Save.
      Field Value
      Label AvaTax
      Name AvaTax
      URL
      Certificate Leave blank
      Identity Type Named Principal
      Authentication Protocol Password Authentication
      Username AvaTax account ID
      Password AvaTax license key
      Callout Options Enable Generate Authorization Header
  6. Test the connection between Salesforce B2B Commerce and AvaTax.
    1. In App Launcher, search for and select AvaTax Admin.
    2. On the AvaTax configuration page, on the Avalara Tax Setup tab, from StoreFront, select the company in Salesforce B2B Commerce that you’re connecting to AvaTax.
    3. In Company Code, enter the company name you used in Avalara for the selected company.
    4. From Avalara Named Credentials, select AvaTax and then select Save.
    5. Select Test Connection.
  7.  Configure your tax settings if necessary. Most people can use those that automatically populate when installing Connector for Salesforce B2B Commerce.
    1. On the AvaTax configuration page, on the Avalara Tax Setup tab, select Tax Configurations to expand the section.
    2. Update any settings that are incorrect for your situation.
    3. Select Update to save your changes.

Salesforce B2B Commerce is now connected to AvaTax and ready to send transactions for tax calculation. To further customize the way Salesforce B2B Commerce interacts with AvaTax, see AvaTax settings for QuickBooks Desktop

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