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Install Avalara AvaTax for Salesforce Sales Cloud

After you activate AvaTax and set up your company profile, install and configure AvaTax for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Update these settings when your business needs change.

Install AvaTax for Salesforce Sales Cloud

If you're using AvaTax for Salesforce.com, use these instructions to install and configure your connector.

To connect Salesforce Sales Cloud to AvaTax:

  1. In AvaTax, on the Home tab, click Get Started.
  2. In the Download and Install Your Integration Software section, click Download Software. Avalara Account opens in a new tab.
  3. In Avalara Account, go to Integrations > Extractors & Connectors, and then click the link for the appropriate Avalara AvaTax Salesforce Mapper version (sandbox or production).
  4. On the Package Install page, select Install for All Users, and then click Install.
  5. To complete the installation, click Done.
  6. Ensure the user has full access permissions for Avalara custom objects (UDLs and UserMessages).
  7. Repeat steps 1-5 to install the appropriate version (sandbox or production) of AvaTax for Salesforce Sales Cloud.
  8. On the Installed Packages page, next to the AvaTax for Salesforce Sales Cloud package, click Configure to continue to configuration.

Configure

Customize your account

To add account tabs and configure account details:

  1. Click Setup, and then in the search field, type "installed packages."
  2. Click Installed Packages.
  3. Click Configure (next to AvaTax for SF Sales Cloud).
  4. Add your AvaTax account number and license key on the Account Credentials tab.
  5. Click Test Connection.
  6. Select the appropriate company code in the Company Code dropdown menu.
  7. Click the Corporate Address tab, and then provide a company address (this becomes the origin address on transactions).

Customize page layout

To manually customize the page layout of the Quotes, Orders, Opportunities, Accounts, and Products pages:

  1. On each page, click Edit Layout, and then click Fields.
  2. In the Detail section of each page, add the following fields and buttons:
    Page Fields Buttons
    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 Sales Tax
    • Validate BillTo
    • Validate ShipTo
    Quote Line Item
    • 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 Sales Tax
    • Validate Billing Address
    • Validate Shipping Address
    Order Product
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
    • Tax Override
     
    Opportunities
    • AvaTax Doc Status
    • AvaTax Message
    • Calculate Tax
    • Sales Tax
    • Tax Date
    • Entity/Use Code
    • Invoice Message
    • Is Seller Importer of Record
    • Calculate Sales Tax
    Opportunity Product
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
    • Tax Override
     
    Accounts
    • Is Seller Importer of Record
    • Business Identification Number
    • Exemption Number
    • Entity/Use code
    • Validate Billing Address
    • Validate Shipping Address
    Products
    • Tax Code
     
  3. To take advantage of the Salesforce Sales Cloud Lightning update, in the Salesforce Mobile and Lightning Experience Actions section of each page, add the Mobile & Lightning Actions buttons.  

Configure automatic tax calculation

Use workflow rules or apex triggers to automate tax calculation on opportunities, quotes, and orders. Refer to Salesforce Sales Cloud documentation for specific steps for creating workflow rules and apex triggers.

Automate tax calculation with a workflow rule

To trigger automatic tax calculation on opportunities, quotes, and orders, you must create a rule for each. See Salesforce help for instructions on creating a workflow rule. When creating the workflow rule:

  • Create a workflow rule to select the Calculate Tax checkbox on these objects
  • The criteria must be set to "created, and any time it's edited to subsequently meet criteria."

AvaTax works with default settings after you complete these steps. Make changes to the settings to meet your business needs.

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