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Avalara Agentic Tax and Compliance™ for Salesforce Agentforce Sales (formerly Sales Cloud)

Integrate real‑time tax, VAT, exemptions, and audit‑ready reporting directly in Agentforce Sales, from leads and opportunities to quotes and orders.

Avalara Agentic Tax and Compliance™ for Salesforce Agentforce Sales (formerly Sales Cloud)

Integrate real‑time tax, VAT, exemptions, and audit‑ready reporting directly in Agentforce Sales, from leads and opportunities to quotes and orders.

BENEFITS

Enterprise-ready tax compliance: Highly accurate, reliably scalable, and seamlessly integrated

Real-time tax in CRM

Calculate tax automatically on opportunities, quotes, and orders; no back-office handoffs needed.

Embedded certificate management

Collect, validate, and store resale or exemption certificates directly in Salesforce for smoother downstream workflows.

Reduced manual downstream steps

Resolve tax and exemption status during the sales cycle, so finance and accounting spend less time correcting invoices, credits, and journal entries later.

Built for manufacturing, wholesale and distribution, construction, and more

Used for B2B sellers in manufacturing, distribution, construction, and equipment industries that sell across states and need tax logic embedded in lead-to-cash flows.

Scalable across geographies

Supports North America plus EMEA, LATAM, and APAC environments, making it easier as you expand into complex tax jurisdictions.

Future-proof, agentic compliance

Use a single connection to the Avalara Agentic Tax and Compliance™ platform to evolve with new tax mandates, Salesforce releases, and Agentforce Sales AI assistants.

How it works

Next-generation cloud compliance solutions

Install and map your data quickly

Install the Avalara package and mapper, then use point-and-click mapping to connect tax logic to your standard and custom Salesforce fields.

Capture item-level tax detail

Pass product codes, tax codes, entity use, and location data through XML requests without changing your object model or workflows.

Work within your existing Salesforce setup

Apply tax inside your current data model, page layouts, and flows with no need to redesign objects or rewrite Apex.

Enable multitax calculation in one engine

Calculate U.S. sales tax, VAT, and cross-border scenarios in real time, using existing mappings from quote through final order.

Avalara global compliance solutions

Avalara AvaTax

Avalara AvaTax is the global tax engine at the heart of our AI-powered compliance platform. It delivers highly accurate, real-time tax calculations for multiple tax types (U.S. sales and use tax, VAT, and industry-specific taxes) across city, county, state, federal, and international jurisdictions.

Avalara AvaTax for Accounts Payable

Avalara AvaTax for Accounts Payable automates consumer use tax compliance at scale. It uses real-time data and AI to determine product taxability, detect vendor sales tax errors, self-assess use tax, and allocate tax across jurisdictions — all from one centralized platform that integrates with most purchasing systems.

Avalara AvaTax Cross-Border

Avalara AvaTax Cross-Border offers a suite of purpose-built products designed to calculate and estimate customs duties and import taxes in real time; automate the assignment and management of HS, HTS, and schedule B codes; and help businesses navigate global trade restrictions. Avalara Item Classification offers HS code support for over 180 countries.

Avalara AvaTax for VAT

Avalara AvaTax for VAT delivers automated VAT calculation for global sales and purchasing transactions. The solution uses AI to assign country-specific rates in real time, helping businesses apply the correct VAT treatment, reduce errors, and prepare for cross-border expansion. AvaTax for VAT integrates with most business systems. The Avalara database has content for 190+ countries and enables compliance with complex VAT rules at scale.

Avalara Exemption Certification Management (ECM)

Avalara Exemption Certificate Management increases efficiency, saves time, and reduces risk. ECM automates the process of collecting, storing, and validating exemption certificates for businesses of any size. ECM managed over 51 million documents and certificates in 2024.

Avalara E-Invoicing and Live Reporting

Avalara E-Invoicing and Live Reporting provides global compliance and coverage through a single application. Simplify the process of complying with vastly complex e-invoicing requirements.

Avalara for Communications

Avalara for Communications automates tax calculation, filing, and remittance for telecom, VoIP, streaming, and IoT. With built-in AI logic and regular content updates, it manages complex communications tax rules across thousands of jurisdictions — helping reduce risk and improve accuracy. 

Avalara Returns

Avalara Returns allows you to offload the hassle of returns preparation, filing, remittance, and notice management (for U.S. sales and use tax or VAT). Our solution saves time, reduces costs, and ensures greater accuracy for businesses of any size in any industry. Avalara Returns processed and filed more than 6.6 million returns in 2024.

Avalara VAT Returns and Reporting

Avalara VAT Returns and Reporting automates preparation, filing, and remittance of VAT in 49 countries. The solution validates and files data based on local rules; supports real-time reporting, OSS/IOSS, and SAF-T; and uses AI to improve accuracy and reduce compliance risk across global operations.

Ready to see what Avalara can do?

Schedule a demo to see our solution.