Taking The Pain out of Sales Tax Calculation in Salesforce Applications

Managing tax in Salesforce shouldn't be a manual job

In the U.S. alone, 45 states and the District of Columbia impose sales tax, and 38 states layer on local taxes, creating more than 12,000 taxing jurisdictions. Globally, that number exceeds 19,000. Rates and rules change constantly, and the burden falls on your business to keep up. Manual processes can't scale to meet that demand. Errors lead to audit risk, penalties, and wasted time for tax, finance, and IT teams.

One tax engine, connected across your Salesforce ecosystem

Vertex integrates directly with Salesforce Revenue Cloud, Sales Cloud, and Commerce Cloud (including CPQ, Billing, CRM, Commerce Cloud B2B, B2C, and Order Management). The integration works in real time. When a transaction occurs in Salesforce, the data flows to the Vertex tax engine, which cleanses the ship-to address, applies the correct tax rules and rates, and returns the tax amount back to Salesforce. All without manual input.

This centralized approach means your tax content is maintained in one place and applied consistently across every Salesforce application your team uses.

What this looks like in practice

For CPQ, Vertex recalculates sales, use, and VAT instantly, no matter how many times a quote changes. For Billing, automated tax calculation follows the transaction from initial quote to final invoice, even when specs, addresses, or regulations shift along the way. For Commerce Cloud, Vertex delivers jurisdiction-level tax calculation down to the product line, supporting accurate checkout for both B2B and B2C transactions. For CRM, every sale and purchase gets standardized tax treatment across every product and jurisdiction.

A platform built to grow with your business

Vertex integrations are continuously updated as Salesforce applications evolve. When either platform changes, Vertex experts update the integration and release it to all users. Feature improvements are shaped by the broader Vertex-Salesforce customer base, so everyone benefits from shared best practices. IT teams are freed from maintaining custom integrations or fielding help desk requests.

As your business adds Salesforce applications, each one connects to the same Vertex tax engine, keeping tax processes centralized, consistent, and audit-ready.

Vertex has a 40-year history of automating tax calculation and is a proud Salesforce partner. Vertex solutions are available on the Salesforce AppExchange and are built to support enterprise growth across your organization and around the world.