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Avalara Help Center

How does CertCapture integrate with SalesForce?

Overview

You want to know how the transactions you process in SalesForce will be affected by your CertCapture service.

Environment

Avalara CertCapture

SalesForce.com

Avalara AvaTax

Resolution

  • The CertCapture service feeds exemptions to the Avalara AvaTax admin console. 
  • The exemptions listed in the admin console are applied to your sales in SalesForce based on the customer code
    • The AvaTax Calc service looks for an exemption under the customer code listed on your sale. If there is an exemption in the admin console for that customer code, it will be applied based on the transaction date and state.