Salesforce

Manage your tax accuracy with our cloud-based integrations for Salesforce. Prioritize customer relationships, track opportunities, and automate indirect tax calculations with ease through our e-commerce solutions.

Vertex Partner Alliances Ecosystem Hero

Integrating with Salesforce

Vertex for Salesforce Billing

Salesforce Billing allows companies to automate the entire billing process and eliminate manual input and expensive errors. Our tax integration for Salesforce Billing enables automated, more accurate sales tax calculations across your billing platform on every transaction.

Vertex for Salesforce Commerce Cloud

Salesforce Commerce Cloud blurs the lines between digital and physical experiences. Commerce Cloud is a cloud-based e-commerce solution that connects customers in a whole new way by letting you create intelligence-driven commerce experiences with a mobile approach. Our tax integration with Commerce Cloud enables more accurate sales, use, and value added tax on every online B2C and B2B transaction.

Vertex for Salesforce CPQ

Salesforce CPQ, or Configure, Price, Quote is a sales tool for companies to quickly generate quotes and orders by eliminating the messy errors of traditional quote generation. For every sales and purchase transaction, our tax integration for Salesforce CPQ automates and standardizes taxability and calculation on every product in every jurisdiction. This integration supports sales, use, and value added tax.

Vertex for Sales Cloud (CRM)

Salesforce CRM is built around the high importance of the customer, so no matter what you're selling and no matter what type of business you are, you'll close bigger deals faster and more efficiently. Improve calculation accuracy for sales, use, and value add tax on every transaction with Vertex for Sales Cloud (CRM). For every sales and purchase transaction, our tax integration for Salesforce CRM automates and standardizes taxability and calculation on every product in every jurisdiction.

Vertex for Salesforce Revenue Cloud (RLM)

Manage tax accuracy while using product-to-cash automation on one trusted platform. Vertex for Salesforce Revenue Cloud (RLM) helps organizations simplify tax and commerce, transforming their businesses. Vertex automates indirect tax determination for 20,000+ jurisdictions around the world across industries, regions, and channels for every size company. Vertex automates commercial complexity, ensuring tax compliance with precision and regulatory accuracy. Most importantly, it provides real-time insights into your tax processes, empowering you to make informed decisions and stay in control.

About Vertex + Salesforce


Connect with us.

Learn more about how Salesforce and Vertex can help your business.