Avalara Connector for Salesforce CPQ Release Notes

March 12, 2021

Release 4.0  

Changed

• Connector for Salesforce CPQ now uses the most up-to-date version of AvaTax Mapper. Make sure you're using AvaTax Mapper 1.67 to get all the benefits.
• We've updated the label to Environment on the configuration field for choosing whether you're using a sandbox or production account.
• You can now use the New Integration Point feature to edit line item queries.
• The ISOcode field no longer gets removed after customizing with AvaTax Mapper.
• System integration document
• Avalara AvaTax Mapper Guide for Extending Avalara AvaTax for Salesforce v1.67

March 5, 2020

Release 3.2  

Changed

• You no longer need to set up a special class in Salesforce CPQ to let users other than the initial one have permissions to use AvaTax. All users are now granted permissions.
• AvaTax Mapper now only processes one query at a time.

Fixed

• Fixed an issue that caused errors to occur when running queue-able jobs.
• Fixed an issue that prevented objects with more than 50,000 transactions from being displayed in AvaTax Mapper.

October 14, 2019

Release 3.1  

Changed

• You can now install Connector for Salesforce CPQ whether or not you have the DandB Enterprise package (an optional subscription package).

September 13, 2019

Release 3.0  

New

• You can now validate individual addresses within a multi-entity company.
• You can now enable automatic tax calculation on orders
• Connector for Salesforce CPQ now directly integrates with Exemptions or CertCapture, which allows users to do the following from within Connector for Salesforce CPQ:
  • Edit certificate metadata
  • Add exemption certificate metadata to a certificate
  • Upload a certificate image
  • Add customer records to Exemptions or CertCapture in bulk
  • Add a customer record to Exemptions or CertCapture

Change

• The CPQConfig.xml file has been updated to support the addition of exemptions to Salesforce CPQ.
  If you’re upgrading from Connector for Salesforce CPQ 2.0 to Connector forSalesforce CPQ 3.0 or a later release, you used Avalara AvaTax Salesforce Mapper to make customizations, and you want to keep those customizations, use Avalara AvaTax Salesforce Mapper to merge the CPQConfig.xml file in the Connector for Salesforce CPQ 3.0 package with your local CPQConfig.xml file.
• System integration document

September 14, 2018

Release 1.6  

New

• Business Identification Number is now passed on transactions for intra-EU B2B VAT compliance

Changed

• Technical document 

July 6, 2018

Release 1.4.1  

Fixed

• Fixed a bug where Quotes transactions were posted to AvaTax as Uncommitted SalesInvoice documents 

June 22, 2018

Release 1.4  

New

• You can now use 'Location Code' custom field as 'Ship from' address on Quote, Order & Contract objects
• Asset record will now display Sales Tax amount

Fixed

• Fixed a bug where 'Calculate Tax' button on Order module was not calculating tax
• Fixed a bug where 'Address line 2' was displaying 'null' on AvaTax configuration page

April 27, 2018

Release 1.3  

New

• You can now calculate tax on Contract module