Tax Functions Salesforce Users Can Automate with Vertex

Leverage automation to spend less time on manual tasks

Every hour your tax and IT teams spend researching tax changes and updating tax content is an hour taken away from higher-value work. Integrating a Vertex tax engine with your Salesforce applications lets you automate those manual processes and reduce audit risk at the same time.

One engine, all your Salesforce clouds

A single Vertex tax engine works across Salesforce Sales Cloud, Revenue Cloud, and Commerce Cloud. Tax is calculated in real time, and Vertex keeps the underlying content current, so you don't have to update sales tax groups or tax codes in each application yourself. All tax decisions stay in one place, giving you centralized reporting and a standardized process across AR, AP, and multiple business units. Vertex tax calculations are backed by 700 million+ data-driven tax rules, covering 20,000+ jurisdictions in 195+ countries, maintained by 100+ dedicated Vertex tax researchers.

What you can automate by application

For Salesforce Sales Cloud, Vertex automates real-time tax determination on every transaction (including sales, lease, and rental) with US, Canada, and VAT coverage for EMEA and APAC. Address validation, exemption certificate management, and compliant invoice generation are also supported.

For Salesforce Revenue Cloud, Vertex automates the quote-to-cash, order-to-cash, and invoice-to-cash process. You get simplified tax code setup, B2B registration validation for Europe VAT, the ability to recalculate quotes and orders without added service costs, and conditional tax calculation controls that give your team greater flexibility.

For Salesforce Commerce Cloud, Vertex supports B2B and B2C commerce with real-time tax calculation in customer carts across custom storefronts, mobile checkout, and social media channels. Remote seller threshold monitoring and omnichannel support help you stay compliant as your business grows.

A partnership built for your needs

Vertex has been a trusted Salesforce ISV partner for more than five years, and both companies are long-time customers of each other. Vertex solutions are available on the Salesforce AppExchange, with flexible deployment options designed to scale with your organization, wherever you do business.