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Settings for Connector for Salesforce Sales Cloud

This article applies to:Connector for Salesforce Sales Cloud

Connector for Salesforce Sales Cloud works with the suggested default settings. But you can adjust them any time based on your company's business needs.

  1. In Salesforce Sales Cloud, select Setup, and then in the search field, type "installed packages."
  2. Select Installed Packages.
  3. Next to AvaTax for SF Sales Cloud select Configure.
Section Field and Action
Account Credentials
  • Account Number and License Key: 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.
  • Company Code: Enter the company code you entered when you activated your AvaTax account. Every accounting software that works with AvaTax uses a company code to identify itself to AvaTax.
  • Environment: Select the type of account you're connecting to AvaTax.
Corporate Address Enter the address used as your origination address when calculating sales tax
Advanced Settings
  • Enable Address Validation: If you disable address validation, AvaTax Update uses the customer's ship-to address as entered to calculate the correct sales tax. Sales tax might be calculated incorrectly if this option is disabled.
  • Optional: Save Transactions to AvaTax: If this is not enabled, transactions are not committed to AvaTax.
  • Optional: Enable UPC Code as Item Code: Select to send a UPC instead of an item code to AvaTax. Using this feature may trigger additional fees. Talk to your Customer Account Manager (CAM) for more information.
  • Enable Tax Calculation: If you choose to disable tax calculation, your accounting software no longer uses AvaTax to calculate tax on transactions.
  • Optional: Allow Tax Override: Enable to allow AvaTax to override the tax amount.
  • Shipping Code: Enter 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 allows you to create exemptions records in Exemptions or CertCapture via Salesforce Sales Cloud if you use one of those products.
  • Optional: Disable AvaTax Triggers: If you disable AvaTax triggers, orders you delete in Salesforce Sales Cloud are not voided in AvaTax.
  • Optional: Disable AvaTax Process Builders: Enable to disable all AvaTax process builders at once rather than one at a time.
  • Launch Mapper Studio: Select to launch the utility that lets you easily map Salesforce Sales Cloud fields to AvaTax fields.
MultiCompany Settings
  1. In Object Name for Subsidiary, enter the API name of the appropriate custom object you previously created and associated.
  2. Enter the corresponding value in Subsidiary Field Name on Account, and then select Display Mapping. Company codes associated with the subsidiary object display in the table below.
  3. Select the AvaTax company code to associate with each, and then select Save.
  4. After you finish selecting company codes, if you need to change the Ship From Address that displays for a subsidiary, which is used as the origin address for calculating tax:
    1. Select AvaTax Company Codes, and then select the company for which you want to change the address.
    2. Select Edit, change the address, and then select Save.
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