Salesforce Fields and Billing Objects

Introduction

This guide provides an overview of the supported Salesforce billing objects and custom fields in the Anrok Salesforce integration.

Supported objects by extension

The following is a list of the base objects and line items that Anrok can add tax to, listed by the extension package that adds support for it:

Anrok Salesforce CPQ Extension

• Quote SBQQ__Quote__c
  • Tax is added to a custom field "Estimated Tax" anrok__EstimatedTax__c
• Quote Line SBQQ__QuoteLine__c
  • Tax is added to a custom field "Estimated Tax" anrok__EstimatedTax__c

Anrok Salesforce Billing Extension

• Order Order, Order Product OrderItem
  • These are the basic Order / Order Product objects from baseline Salesforce, modified by Salesforce CPQ and Salesforce Billing.
  • Tax is added to the existing Tax field provided by Salesforce Billing.
• Invoice blng__Invoice__c, Invoice Line blng__InvoiceLine__c
  • This is the Invoice object added by Salesforce Billing, not the basic Invoice object that is present in baseline Salesforce.
  • Tax is added to the existing Tax field provided by Salesforce Billing.
• Credit Note blng__CreditNote__c, Credit Note Line blng__CreditNoteLine__c
  • This is the Credit Note object added by Salesforce Billing.
  • Tax is added to the existing Tax field provided by Salesforce Billing.
• Debit Note blng__DebitNote__c, Debit Note Line blng__DebitNoteLine__c
  • This is the Debit Note object added by Salesforce Billing.
  • Tax is added to the existing Tax field provided by Salesforce Billing.

Anrok Salesforce custom fields

The Anrok and Salesforce packages add a number of custom fields to Salesforce objects for your convenience. You will likely wish to make some of these available for your users or add additional roll-up summary fields that utilize the Anrok custom fields. The custom fields added by the Anrok Salesforce packages are detailed below:

Added by Anrok Salesforce Integration

• The base package adds the "Tax Id" field anrok__TaxId__c to the Account object.
  • If your customers may have one or more Tax IDs in relevant jurisdictions (e.g. a VRN), you should add this field to your users' Account layout so that it can be edited.
  • This field can contain a single Tax ID or a comma-separated list of Tax IDs.

Added by Extension Packages to All Base Objects

• Anrok Status anrok__AnrokStatus__c
  • Contains a status indicating the last outcome ("Error" or "Processed") of Anrok processing this object.
  • It can also be set to "Queued" to trigger Anrok to reprocess the object.
  • You should add this field to the object Layout used by your users so that they can see it and manually set it to "Queued" if needed.
• Anrok Sync Input anrok__AnrokSyncInput__c and Anrok Sync Input Last Seen anrok__AnrokSyncInputLastSeen__c.
  • Contain a freeform string used to verify that the tax added by Anrok to the object is up to date.
  • The standard user permission sets provided by the extension package make both fields readable, but only Anrok Sync Input writable.
  • Whether to add these fields to your layouts is optional and depends on whether and how you plan to use them.

Added by Anrok Salesforce CPQ Extension

Because tax fields don't exist on CPQ Quotes by default, this package adds them.

• Estimated Tax anrok__EstimatedTax__c on Quote Line
  • Contains the estimated tax provided by Anrok for the line item.
  • You should add it to the object layout to make it visible to your users.
• Estimated Tax anrok__EstimatedTax__c on Quote
  • Is a roll-up sum of the estimated tax for the Quote Line items.
  • It uses the same logic of skipping optional items as the roll-up total on the Quote object.
  • You should add it to the object layout to make it visible to your users.
• [UNUSED] Anrok Timestamp anrok__AnrokTimestamp__c on Quote
  • This field is present in the current version (1.1) of Anrok Salesforce CPQ Extension but is currently unused. It may be removed or modified in a future version. None of the included permission sets give permissions for it. You should not add it to any layouts.

You may also want to add the Estimated Tax fields to your Quote Templates so that they can be displayed when creating Quote Documents for your customers. In addition, it is worth noting that the Anrok Salesforce CPQ extension does not add a "Total (with tax)" field line to Quotes or Quote lines. This is because different organizations may want to handle such a total in different ways. If you need these fields, you can create them manually with the desired behaviors.