Question

Your company has a requirement to be able to calculate sales tax on quotes. It needs to use tax rates and rules, product taxability and address validation. How would you meet this requirement?

1) Look for an AppExchange app
2) Use Lightning Process Builder to do the calculations
3) Create a custom APEX solution
4) Use Workflow and Formula Fields

Answer 1

To meet the requirement of calculating sales tax on quotes, you can consider looking for an AppExchange app, creating a custom APEX solution, or using Workflow and Formula Fields in Salesforce.

Step-by-step explanation:

To meet the requirement of calculating sales tax on quotes, there are several options you can consider:

1. Look for an AppExchange app: This is a third-party application marketplace where you can find pre-built solutions for various business needs. There may be apps specifically designed for calculating sales tax that can integrate with your existing system.
2. Create a custom APEX solution: APEX is a programming language used in the Salesforce platform. You can develop a custom solution using APEX to handle the tax calculations, taking into account tax rates, rules, product taxability, and address validation.
3. Use Workflow and Formula Fields: If the tax calculations are not too complex, you can utilize Salesforce's Workflow and Formula Fields features to automate the calculations based on predefined rules and formulas.

The best option for your company depends on the specific requirements, complexity of the tax calculations, and resources available.