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Vertex for Salesforce SDO

A Proud ISV Partner of Salesforce

We partner with Salesforce to deliver a powerful connector that enables tax calculations for your Salesforce CRM system, e-commerce platform, billing system, order management or quoting tool. Our tax technology solutions provide more accurate calculation of sales, use, and VAT tax on every transaction, Globally.

– Up-to-date Tax and Rates and Rules
– Exemption Certificate Management
– Compliance Services
– Flexible Deployment Options

Who is Vertex?

Vertex + Salesforce

What Vertex Does

3 Minute Sales Cloud Tax Calculation Demo

3 Minute Revenue Cloud Tax Calculation Demo

(Full Screen Works Best)

The Vertex SDO Kit

Step 1: Partner Verification

Because Vertex integrations rely on external service to calculate tax (and therefore provide a fantastic demo!) we must generate user-specific authentication credentials. 

Please complete the form on the right to provision access.

Vertex has built, owns, and maintains various managed packages designed to relieve the burden of tax application for financial transactions. 

Vertex integrates to:
  • Core CRM
    • Sales Cloud
  • Revenue Cloud
    • CPQ
    • Billing
    • Subscription Management
    • Revenue Cloud (previously Revenue Lifecycle Mangement)
  • Commerce Cloud
    • B2C Commerce
    • B2B Commerce
    • D2C Commerce
    • Order Management
    • Headless Commerce
Request Vertex SDO Packages

Vertex packages are available for any Salesforce product an SDO is available and a Vertex package has been pre-built for (listed above).

Step 2: Receive Credentials and Install Guides

You will receive a Welcome email from the Vertex Salesforce Partner Team with authentication credentials included.

1- Save related documentation attached to email.

2- Have authentication credentials handy and save information for future use.

Step 3: Connect to Vertex Service and Calculate Tax

No need for additional tax compliance setup – that’s all been done for you!  Simply connect with provided credentials and you’ll be using an account that’s pre-configured for tax calculation examples for taxable customers and taxable products, in tax collecting states.

1- Follow package install links (starting with Core/CRM) and install for All Users.

2- Input authentication credentials to link your demo to the pre-configured Vertex account.

3- Follow respective Integration Guide to complete configuration of each connector.

If you do not receive a tax calculation (or receive $0 in tax) first make sure the Destination Address is NOT in one of these states:  New Hampshire, Oregon, Montana, Alaska, or Delaware.  Then double check settings and fields. If you find no issue please reach out to: [email protected]

Support - Contact Information

Stuck?  Don’t worry!  We want you to demo like a PRO.  Meet your team of resources:

Reach out to us using the form above with any questions and we’ll be happy to help!

Contact us at:

[email protected]