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Work with the AvaTax process builders in Salesforce Sales Cloud

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This article applies to:Connector for Salesforce Sales Cloud

We use process builders to automate AvaTax functionality in Salesforce Sales Cloud.

Steps

  1. In Salesforce Sales Cloud, select Setup, enter "process builder" in the search field, and then select Process Builder. The list of AvaTax process builders displays.
  2. Expand a process builder to display, and then select the link that displays. The page that opens shows what the process builder does.
  3. As appropriate to your needs, use buttons that display to clone, view properties of, or deactivate the process builder.