blng__TaxIntegration__c

Represents the interaction between Salesforce and external tax calculation services or systems.

Supported Calls 

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields 

AVA_BLNG__AvaTaxAccountNumber__c 

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The account number required to connect to AvaTax, a tax compliance software service for tax calculations.

AVA_BLNG__AvaTaxLicenseKey__c 

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The license key for AvaTax.

AVA_BLNG__CustomerCode__c 

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The customer code that’s important for tax calculations or integrations with tax services.

Valid values are:

  • Id
  • Name

The default value is Id.

AVA_BLNG__DocCode__c 

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The document code relevant to tax calculations or reporting.

Valid values are:

  • Id
  • Name

The default value is Id.

AVA_BLNG__Save_transactions_to_AvaTax__c 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Required. Indicates whether transactions are saved to AvaTax for tax calculation purposes (true) or not (false).

The default value is true.

AVA_BLNG__TestMode__c 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Required. Indicates whether the tax integration is operating in test mode (true) or not (false).

The default value is true.

AVA_BLNG__Validate_Address__c 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Required. Indicates whether to validate the addresses for tax purposes, in conjunction with a third-party tax service Avalara (true) or not (false).

The default value is true.

CurrencyIsoCode 

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The three-letter ISO 4217 currency code associated with the tax integration record when multiple currencies are enabled.

LastReferencedDate 

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp when the current user last accessed a tax integration record indirectly, for example, through a list view or related record.

LastViewedDate 

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp when the current user last viewed a tax integration record. If this value is null, it’s possible that the user only accessed the tax integration record or a related list view (LastReferencedDate), but not viewed the billing rule record itself.

Name 

Type: string

Properties: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update

Description: The name of the tax integration.

OwnerId 

Type: reference

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Required. The ID of the record owner.

This field is a polymorphic relationship field.

Relationship Name: Owner

Refers To: Group, User

blng__Active__c 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Required. Indicates whether the tax integration is active (true) or not (false). To deactivate the tax integration, clear the Active checkbox. This setting won’t affect past or existing transactions or assignments. The default value is true.

blng__Default__c 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description:

The default value is false.

blng__Notes__c 

Type: textarea

Properties: Create, Nillable, Update

Description: Additional details or comments related to the tax integration.

blng__TaxEngine__c 

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update

Description: Required. An instance of a tax engine provider and the merchant credentials for a specific instance.

Valid values are:

  • Avalara AvaTax
  • Standard

The default value is Standard.