Vertex Salesforce Order Management Integration

Benefits of the Vertex + Salesforce Order Management integration 

When you integrate Vertex with Salesforce Order Management, you get several benefits, including the ability to track your order more accurately from the moment an item is placed in a cart, through shipping and payment information, to order submission. You also get more accurate tax calls when items are added, removed, or cancelled. 

View this customer journey from three perspectives — a customer, the seller, and Salesforce Order Management — in the infographic below:

Get improved accuracy on tax calls throughout order fulfillment

Track your order more accurately from the moment an item is placed in a cart, through shipping and payment information, to order submission within the Order Management Console even when a discount code is applied.

Includes negative tax calculation

More accurate tax calls made to Vertex when items are added or removed or the order is canceled. When this happens, a change order is created, keeping the original order intact throughout fulfillment.

Choose from multiple deployment options

Vertex for Salesforce Order Management supports cloud, on-demand, on-premise, and hybrid deployment options.

As an ISV partner of Salesforce, we are proud to offer several integrations into Sales Cloud, Revenue Cloud, and Commerce Cloud: CRM | CPQ | Billing | Order Management | Commerce Cloud (B2B & B2C)