Connector for Salesforce CPQ works with the suggested default settings. But you can adjust them any time based on your company's business needs.
- In Salesforce CPQ, select Setup, and search for installed packages in the search field. Select Installed Packages.
- Next to AvaTax for Salesforce CPQ, select Configure. The Connector for Salesforce CPQ configuration page opens.
Under Account Credentials, do the following:
Section Field and Action
Account Number and License Key
To view your account number in AvaTax:
Select Settings > All AvaTax settings.
The account number is listed at the top of the page as your Account ID. If you don't know your license key, get a new one.
Type the company code that you entered when you activated your AvaTax account.
All accounting software uses a company code to identify itself to AvaTax.
Select the type of account that you're connecting to AvaTax.
- Under Corporate Address, type the address that you used as your origination address when calculating sales tax.
Under Advanced Settings, do the following:
Section Field and Action
Enable Address Validation
If you disable address validation, AvaTax uses the customer's ship-to address as entered to calculate the correct sales tax. Sales tax might be calculated incorrectly if you disable this option.
Save Transactions to AvaTax (optional)
Enable to commit transactions to AvaTax.
Enable UPC Code as Item Code (optional)
Enable to send a UPC instead of an item code to AvaTax. Use of this feature may trigger fees. Talk to your Customer Account Manager (CAM) for more information.
Enable Tax Calculation
If you disable tax calculation, your accounting software no longer uses AvaTax to calculate tax on transactions.
Allow Tax Override (optional)
Enable to allow AvaTax to override the tax amount.
Type the tax code that AvaTax should use to calculate tax on shipping and handling fees.
Enable AvaTax Exemptions
Enable to use the exemptions utility, which lets you create exemptions records in Exemptions or CertCapture via Salesforce CPQ if you use one of those products.
Disable AvaTax Triggers (optional)
If you disable AvaTax triggers, orders that you delete in Salesforce CPQ are not voided in AvaTax.
Disable AvaTax Process Builders (optional)
Enable to disable all AvaTax process builders rather than one at a time.
Launch Mapper Studio
Select to launch the utility that lets you map Salesforce CPQ fields to AvaTax fields.
Under MultiCompany Settings, in the Object Name for Subsidiary box, type the API name of the appropriate custom object you previously created and associated.
Type the corresponding value in the Subsidiary Field Name on Account box, and then select Display Mapping.
Company codes that are associated with the subsidiary object appear.
Select the AvaTax company code and then select Save.
If you need to change the Ship From Address that displays for a subsidiary, which is used as the origin address for calculating tax, do the following:
Select AvaTax Company Codes, and then select the company for which you want to change the address.
Select Edit, change the address, and then select Save.