Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Vertex Tax Links for Sales, Commerce, and Revenue Clouds.
Indirect Tax for Sales, Commerce, and Revenue Clouds
- Industries
- Horizontal ProductConsumer GoodsManufacturing
- Business Need
- FinanceQuotes & OrdersEcommerce
- Requires
- Sales Cloud
- Compatible With
- Sales CloudB2C CommerceRevenue Cloud
Automates indirect tax determination for 20,000+ jurisdictions around the world across industries, regions, and channels for every size company. Covering sales tax and value-added tax. Full portfolio of solutions to streamline calc through compliance.

Watch Video
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudB2C CommerceRevenue Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Version
- Vertex Tax Links for Salesforce/1.84 1.84.0
- Listed On
- 09/21/2018
- Latest Release
- 09/12/2023
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 10Custom Tabs: 1Custom Apps: 2
- Lightning Components
- Global: 4App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
Vertex Inc.
King of Prussia, PA, US