Installing and setting up CereTax for Salesforce CPQ
Install Package into Production or Sandbox
Install Package into Production or Sandbox
<app exchange links>
Assign Permission Sets (Admin and User)
Create Remote Site Settings - Remote Site Settings store information about the endpoints for Tax Calculation and Address Validation. Note that these Remote Site Settings cannot be installed with the managed package and must be manually configured
Create External & Named Credentials - Ceretax Integration Settings are stored in a custom object named Ceretax Settings. Multiple configurations can be saved, however only one can be active at a time.
Create Ceretax Settings Record - This standard record has desired default values (selected from picklist), and also points to the credentials created above. Note that it also stores the API key (encrypted)
Place api key in API key field (CereTax provided)
Set any other defaults you wish at this time
Transaction defaults
Shipping defaults
Product Configuration
Products are linked to a Tax Code record which provides tax details. The assignment of Tax Codes to Products would most commonly be implemented via customer-specific automation
When creating a new Tax Code record, users can query Ceretax for the proper tax code. After querying, selecting and creating, these records can then be associated with Salesforce Product records as shown above.
Quote Calculation and Data
Tax Calculations for Quotes are initiated with a Quick Action on the Quote record. Resulting Tax Data is store on both the Quote and QuoteLine Records.
Detailed Quote data can be found in the ‘ ‘Ceretax Log’ object. This stores the full details of the response and is related to the Quote record. The ‘Quote Tax Details’ Lighting Web Component can be included to render that detailed response data on the Lightning Page. In the following example, it is in a ‘Tax Details’ tab.
Tax-related data can also be seen at the Quote Line level:
