Salesforce Billing Developer Guide
j
No Results
Search Tips:
- Please consider misspellings
- Try different search keywords
Configure Tax Integrations in Salesforce Billing
Add custom settings and remote site settings for your tax engine in Salesforce
Billing.
| Available in: All Salesforce Billing Editions |
-
Create a custom setting for the class that Salesforce Billing calls and sends to your tax
package.
- From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
- Select Tax Config.
- Select Manage, and then select New.
- Enter the name of your tax engine.
- Enter the tax package class name that your tax engine will call for tax calculations. The class name should have the format {prefix.classname}.
-
Create a custom setting for the tax engine that Salesforce Billing calls and sends to your
tax package.
- From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
- Select Billing Config.
- Select Manage, and then select New.
- Enter the name of your tax engine.
- In the Category field, enter Tax.
- In the String Value field, enter the name of your tax engine. This value must match the Tax Engine field on the tax integration record for the tax integration that you’re configuring. For example, if your tax integration has a value of Avalara Avatax, your String Value field must have the same value.
-
Configure remote site settings.
- From Setup, in the Quick Find box, enter Remote Site Settings, and then select Remote Site Settings.
- Select New Remote Site.
- Add the domain production URL for your tax engine.
- If needed, create another remote site for your tax engine’s domain sandbox URL.