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Vertex Tax Links for Sales, Commerce, and Revenue Clouds.

Indirect Tax for Sales, Commerce, and Revenue Clouds

Overview

See How Vertex Tax Links for Sales, Commerce, and Revenue Clouds. Works

  • Take advantage of prebuilt, Salesforce-validated integrations for Revenue Cloud, Sales Cloud, CPQ, Billing, and Commerce Cloud.

  • Automate the maintenance of tax rules and rates, receive the latest updates, and reduce your monthly tax research burden and multi-system content updates.

  • Experience more accurate calculation on complex scenarios under a scalable framework supporting Sales Tax, Use Tax, and VAT, including industry and region-specific content.

  • Gain award-winning support/services team backed by Vertex’s certified consultants and support specialists.

  • Price transparency with multi-year lock options. Predictable and fixed.

  • Quickly apply a unified, global tax policy to multiple transacting systems channels like marketplaces, mobile apps, subscription tools, and more.

  • Streamline indirect tax determination across the supply chain to reduce risk and improve audit performance.

  • Improve tax department agility and scalability to support business efficiency and growth.

  • Easy integration and system support. All connectors are built, maintained, and supported by internal Vertex teams.

A proud Salesforce ISV partner, our integrated solutions allow you to automate indirect tax determination globally for your Salesforce platforms: Revenue Cloud: Manage your tax accuracy with Vertex for Salesforce Revenue Cloud. Vertex for Salesforce Revenue Lifecycle Management enhances customer experience by automating commercial complexity and providing tax compliance with precision. Sales Cloud: Core connector for tax calculation on Opportunities. Commerce Cloud (B2C, B2B, D2C): Handle tax for complex distribution, wholesale, and retail transactions online within Salesforce Commerce products. Order Management: Calculate taxes on standard and split orders; customize to fit your fulfillment process. Headless Commerce: Enable calculating tax in any engagement medium including storefronts, mobile checkout, and social media channels. CPQ and Billing: Calculate tax for quotes and orders to communicate total pricing in CPQ. Calculate tax in orders through invoices using standard invoicing processes with no additional workflows in Billing. Complex billing structures including one-time and recurring purchases in Subscription Management.

Categories

Business Needs
Finance
Quotes & Orders
Ecommerce
Industries
Horizontal Product
Consumer Goods
Manufacturing
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Salesforce Mobile