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Install Avalara Connector for Salesforce Sales Cloud

This article applies to:Connector for Salesforce Sales Cloud

Download and install Connector for Salesforce Sales Cloud. Start by installing AvaTax for Salesforce Mapper and then install Connector for Salesforce Sales Cloud.

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Connector for Salesforce Sales Cloud is for those with Enterprise and above versions of Salesforce Sales Cloud. If you have another version or are using Salesforce.com, use these instructions to install and configure your connector

 

Before you begin

If you're upgrading from an earlier version of Connector for Salesforce Sales Cloud to version 4.0 or later, make sure you're using AvaTax for Salesforce Mapper 1.60 or later.

Steps

  1. Download and install the AvaTax Salesforce Mapper.
    1. In Avalara, go to Settings > Integrations.
    2. Select See Connector Versions for the appropriate Avalara AvaTax Salesforce Mapper version (sandbox or production), and then select the most recent version.
    3. In Salesforce Sales Cloud, on the Package Install page, select Install for All Users, and then select Install.
    4. Once the installation is complete, select Done.
    5. Ensure the appropriate user roles in Salesforce Sales Cloud have full access permissions for Avalara custom objects (UDLs and UserMessages).
  2. Download and install Connector for Salesforce Sales Cloud.
    1. In Avalara, go to Settings > Integrations.
    2. Select See Connector Versions for the appropriate Connector for Salesforce Sales Cloud version (sandbox or production), and then select the most recent version.
    3. In Salesforce Sales Cloud, on the Package Install page, select Install for All Users, and then select Install.
    4. Once the installation is complete, select Done.

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      If you're updating from any previous version of the integration software, do the following:

      1. Go to the Installed Packages page, select Configure next to the AvaTax for Salesforce Sales Cloud package.
        The Connector for Salesforce Sales Cloud page opens and the Account Credentials tab is selected.
      2. Select Test Connection.
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