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Salesforce Lightning B2B Commerce App 1.6
Salesforce Lightning B2B Commerce App 1.6
  • Salesforce Lightning B2B Commerce App 1.6
  • Introduction
    • How it works
    • What's new in version 1.6
  • Upgrading to version 1.6
  • Integrate the Salesforce Lightning app
    • Step 1: Install the Digital River app
    • Step 2: Configure the Digital River app
    • Step 3: Register external services
    • Step 4: Configure DCM logs
    • Step 5: Add custom fields to the page layouts
    • Step 6: Enable email deliverability
    • Step 7: Import ECCN codes, tax groups, and tax types
    • Step 8: Configure and synchronize the products
    • Step 9: Schedule backend jobs
    • Step 10: Set up integration between Salesforce and Digital River
    • Step 11: Set up webhooks
    • Step 12: Configure landed cost
    • Step 13: Manage permission sets
    • Step 14: Configure shipping integration
    • Step 15: Integrating refunds
    • Step 16: Configure the From email address
    • Step 17 (alternative): Integrate the Digital River components into an asynchronous checkout flow
      • Custom components used in the checkout subflows
      • Subflow configuration
        • Configure the delivery method subflow
        • Configure the Checkout Summary subflow
        • Configure the Payment and Billing Address subflow
          • Edit the Payment Method screen
          • Edit the decision elements
          • Link screen components
        • Configure the shipping address subflow
          • Configure the shipping address screen
      • Configure the main checkout flow
    • Step 18 (alternative): Integrate the Digital River components into a synchronous checkout flow
      • Deploy flows using Salesforce Workbench
      • Update the flow nodes in the synchronous checkout flow
        • Create custom variables
        • Delete nodes
        • Connect nodes
        • Modify nodes
        • Add nodes
      • Configure screens for a customized synchronous flow
        • Add custom components to screens in the synchronous checkout flow
        • Configure the Shipping Options screen
        • Configure the Delivery Method Screen
        • Configure the Checkout Summary screen
        • Configure the Payment And Billing Address screen
        • Configure the Place Order Confirmation screen
    • Step 19: Add custom components to pages
      • Drag and drop (custom) components
    • Step 20: Test the Salesforce Lightning app integration
  • Extend the Salesforce Lightning app
    • Extend the Ship From address
    • Extend the webhook framework
    • Configure subscriptions
    • Shipping choice extension point
    • Customer credit
      • addCustomerCreditSourceToCheckout
      • deattachPaymentToCheckout
      • getAmountRemainingforCheckout
      • getCartDetailsById
      • Publishing connector events
    • Tax calculation
    • Overriding Digital River CSS
    • Customizing the Lightning web components
      • Designer attributes
      • Components
        • Buyer info component
        • Tax certificate component
        • DR util component
        • DR Terms component
        • Checkout summary component
        • Hide checkout summary component
        • Order Summary component
        • Place order component
        • Payments component
        • Payment details component
        • Tax identifier component
        • DR compliance component
        • Address details component
        • Offline refund component
  • User guide
    • Regulatory fees
    • Tax certificates
    • Tax identifiers
    • My wallet
    • Customer credit
    • Checkout and order creation
    • Fulfillment/cancellation flow
    • Refunds
    • Offline refunds
    • Invoices and credit memos
  • Support
  • Appendix
    • Custom fields and objects
    • Contact point address
    • Multi-currency support
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On this page
  • Add the tax certificate
  • US tax certificate sequence diagram
  1. User guide

Tax certificates

Learn how to add a tax certificate.

PreviousRegulatory feesNextTax identifiers

Last updated 1 year ago

Use the Salesforce Lightning app to add tax certificates.

Add the tax certificate

To add a tax certificate:

  1. Click Tax Certificates in the right navigation panel.

  2. Click Manage Tax Exemption.

  3. Complete the required fields in the Tax Exemption Details screen and click Upload Files to upload your certificate.

  4. Click Submit. A successful tax certificate creation message appears.

US tax certificate sequence diagram

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SFB2B_DR_TaxCertificate_Flow_1.6.png
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SFB2B_DR_TaxCertificate_Flow_1.6.png