Integration of ScalarTax automation, a Sales Tax Calculation service with REST APIs, into Salesforce using a Managed Package allows for seamless tax calculation and management within your Salesforce environment. Here's how you can envision this automation
To begin, install the ScalarTax Managed Package from the Salesforce AppExchange. This package contains all necessary components and configurations to facilitate automation.
Within Salesforce, configure automation settings for ScalarTax. This includes setting up API endpoints, authentication credentials, and any other parameters required to connect to ScalarTax’s REST APIs.
Define how data from Salesforce objects, such as Opportunities, Invoices, or Orders, should be mapped to Scalar Tax’s API requests. For example, specify which fields correspond to the transaction amount, customer location, and product details.
Utilize Salesforce’s workflow rules, process builder, or Apex triggers to automatically trigger tax calculations when specific events occur, like creating an order or updating a billing address.
When a relevant event occurs in Salesforce, the Managed Package sends a request to ScalarTax’s REST API, passing the necessary data for tax calculation. ScalarTax processes the request and returns the calculated tax details, including the tax amount, tax jurisdiction, and rate.
The calculated tax data can be stored in Salesforce and associated with corresponding records. This information is useful for reporting, compliance, and auditing purposes.
Tax details can be displayed on Salesforce records, such as invoices or quotes, providing transparency to your sales and finance teams and helping customers understand their tax obligations.
Implement error handling to manage situations where the tax calculation fails. You can create processes in Salesforce to notify administrators or users when issues occur.
Stay updated with ScalarTax’s API changes and updates to ensure ongoing compatibility with Salesforce. Testing and Validation Thoroughly test the automation to verify that tax calculations are accurate and that the automation operates as expected.
Regularly maintain the automation and provide support for Salesforce users who interact with the integrated system.
This automation streamlines sales tax calculations, reduces manual effort, and ensures compliance within your Salesforce environment, making it more efficient and user-friendly for your team and customers. Reach out to our Sales & Professional Services team for further help.