Introducing CereTax for Salesforce: Real-Time Sales Tax Automation for CPQ and Commerce Cloud
Salesforce Moves Fast. Your Tax Engine Should Too.
Salesforce powers some of the most sophisticated sales and ecommerce operations in the world. From custom-configured CPQ quotes to multi-channel Commerce Cloud storefronts, it’s built to move fast, scale globally, and flex around complex customer needs.
However, speed and scale can create friction when it comes to sales tax compliance. Patchwork tax logic, manual overrides, and bolt-on tools leave gaps and risk.
That’s why we built CereTax for Salesforce: a smarter, faster way to handle tax inside the platforms you already use.
Two New Apps. One Smart Sales Tax Engine
CereTax now integrates directly with Salesforce CPQ and Salesforce Commerce Cloud (B2C + B2B) to automate every aspect of indirect tax calculation, address validation, exemption management, and reporting.
Instead of patching together bolt-ons or relying on external workarounds, teams can now calculate sales tax in real time, manage exemptions as part of the workflow, and access audit-ready reporting without leaving Salesforce.
This isn’t a plug-in. It’s a fully embedded tax engine designed to match Salesforce’s speed—and handle the messiness of modern sales.
CereTax for Salesforce CPQ: Tax Clarity from Quote to Close
These are two sides of the same coin. Whether your customers buy through CPQ or online storefronts, the same tax engine powers it all. That means consistent logic, seamless reporting, and fewer headaches across the board.
Salesforce CPQ helps teams build complex quotes fast, but things get messy without the right tax logic in place. When tax is applied manually or added after quote approval, errors creep in, reporting breaks, and deals get delayed.
CereTax eliminates that risk by embedding real-time tax intelligence directly into the quoting process. Quotes reflect the right tax treatment from the start; that logic flows cleanly into orders and invoices. That means fewer surprises downstream, cleaner handoffs to billing, and smoother month-end closes.
Bundled SKUs and complex pricing scenarios are automatically allocated and taxed correctly. Exemptions can be captured and validated on the spot. Every rate, rule, and exemption decision is fully transparent and complete with citations and history tracking.
Because when tax is wrong, everything downstream suffers: from revenue recognition to audit risk. CereTax gets it right up front, so your team can quote faster, close faster, and trust the data every step of the way.
CereTax for Commerce Cloud: Tax That Keeps Up With Ecommerce
Running a Salesforce Commerce Cloud storefront means keeping pace with constantly changing SKUs, discounts, delivery zones, and buyer profiles. That’s a lot of moving parts, and if your tax system can’t keep up, you’re stuck filling the gaps manually. And that’s risky. Manual tax work invites errors, delays, and missed exemptions. It slows your team down when speed matters most.
CereTax for Commerce Cloud automates sales tax in real time, applying the correct rates at checkout, no matter the customer, region, or product combination. It handles the complexity of bundles, promotions, and freight sourcing logic without skipping a beat. Address validation happens at the rooftop level, not just ZIP code approximations. And exemptions are applied accurately as part of the transaction flow, not as a clunky afterthought.
Because when tax gets handled mid-checkout, not post-transaction, everything runs smoother—from conversion rates to compliance. With clean, exportable reporting and full visibility into every tax decision, your finance and ops teams stay ready for audits, month-end close, and whatever else comes next.
Built for Salesforce. Backed by Experts.
Tax teams don’t just need tools, they need tools that work the way their systems and their developers do.
That’s why CereTax was built natively with Salesforce in mind:
Fast to implement, so your projects stay on track
API-flexible, for seamless fit into complex architectures
Language-agnostic, so your devs aren’t stuck with constraints
UI visibility that helps tax pros self-serve, not guess
Real human support when things get complicated
More than a connector, CereTax is a foundational platform your Salesforce stack can count on: scalable, stable, and designed for how modern teams actually work.
Ready to See What’s Possible With Tax in Salesforce?
Sales tax complexity isn’t going away. But the rework, the delays, the blind spots? Those can.
If your team is tired of stitching together temporary fixes, it’s time for a tax engine that’s built to last: one that meets Salesforce where it is and clears the path forward.
