This article applies to:Connector for Salesforce Sales Cloud
We use process builders to automate AvaTax functionality in Salesforce Sales Cloud.
- 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.
- Expand a process builder to display, and then select the link that displays. The page that opens shows what the process builder does.
- As appropriate to your needs, use buttons that display to clone, view properties of, or deactivate the process builder.