Skip to main content
Avalara Help Center

Customize page layouts in Salesforce Sales Cloud

This article applies to:Connector for Salesforce Sales Cloud

Customize the page layout for Accounts, Opportunities, Orders, Products, and Quotes.

Steps

  1. Choose the page type you want to customize, and on that page select Edit Layout.
  2. Select Fields.
  3. In the Detail section of each page, add the following fields and buttons:
    Page Fields Buttons
    Accounts
    • Is Seller Importer of Record
    • Business Identification Number
    • Exemption Number
    • Entity/Use code
    • Validate Billing Address
    • Validate Shipping Address
    Opportunities
    • AvaTax Doc Status
    • AvaTax Message
    • Calculate Tax
    • Sales Tax
    • Tax Date
    • Entity/Use Code
    • Invoice Message
    • Is Seller Importer of Record
    • Calculate Tax
    Opportunity Product
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
    • Tax Override
     
    Orders
    • AvaTax Message
    • AvaTax Doc Status
    • Is Seller Importer of Record
    • Calculate Tax
    • Commit Tax
    • Entity/Use Code
    • Invoice Message
    • Tax Date
    • Sales Tax
    • Calculate Tax
    • Validate Billing Address
    • Validate Shipping Address
    Order Product
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
    • Tax Override
     
    Products
    • Tax Code 
     
    Quotes
    • AvaTax Doc Status
    • Calculate Tax
    • AvaTax Message
    • Entity/Use Code
    • Is Seller Importer of Record
    • Invoice Message
    • Shipping and Handling Tax
    • Tax Date
    • Calculate Tax
    • Validate Bill To Address
    • Validate Ship To Address
    Quote Line Item
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
    • Tax Override
     
  • Was this article helpful?