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Connect multiple Billing entities to one Salesforce org

Zuora

Connect multiple Billing entities to one Salesforce org

This feature is in the Early Adopters phase. We are actively soliciting feedback from a small set of early adopters before releasing as generally available. If you want to have access to the feature, submit a request at Zuora Global Support or contact your Account Executive, and provide the ID of the Salesforce org on which you want to enable CPQ X.

The Multi-entity feature of Zuora Billing allows you to have multiple entities within a single Zuora tenant.

If you want to use Quote Studio and have multiple Zuora entities connected to one Salesforce org, you must enable the Billing Entities tab. Once it is complete, you can find that all available entities are listed in this tab. Then you must designate one of the entities as the default entity so that Quote Studio can filter the relevant product catalog. 

Note: The steps in this article are documented based on the Salesforce Lightning Experience.

Prerequisites

Ensure that Orders or Orders Harmonization is enabled on each entity.

Procedure

The process of associating multiple Billing entities with one Salesforce org requires the following steps:

  1. Enable the Billing Entities tab
  2. Add the Default field to the Billing Entity.
  3. Set the default entity in Billing Entities tab.

Enable Billing Entities tab

Take the following steps to add the Billing Entities tab to the navigation bar:

  1. In your Salesforce org, click Setup icon and select Setup. The Setup homepage opens.
  2. In the left navigation menu, navigate to User Interface > Tabs. All custom tabs are displayed in the main region.
  3. In the Custom Object Tabs card, click New
  4. From the Object dropdown list, select Billing Entity
  5. From the Tab Style dropdown list, select the tab style you want to use, then click Next.
  6. Configure the user profiles for which the Billing Entities tab will be available, then click Next
    • To enable or disable this tab for all users, select the Apply one tab visibility to all profiles option, and tab visibility from the dropdown list.
    • To enable or disable this tab to a specific group of users, select Apply a different tab for each profile and configure tab visibility for each user role.
  7. Select the custom apps for which the Billing Entities tab will be available. For example, if you want this tab to be available only for Zuora Quotes, clear the Include Tab checkbox and select Zuora Quotes (zqu__Z_Quote) from the list.
  8. Click Save. The Billing Entities tab is then enabled.

Add Default field to the Billing Entity page layout

This step is to facilitate setting up the default Billing entity.

Take the following steps to add the Default field to the Billing Entity Page Layout:

  1. Click App Launcher App Launcher and select Zuora Quotes from the dropdown menu.
  2. Click the Billing Entities tab.
  3. Click Setup.jpg and select Edit Object. The Billing Entity Object Manager page is displayed.
  4. Click Page Layouts in the left navigation menu and click Billing Entity Layout in the main region.
  5. From the box at the top in the main region, drag and drop the Default field to the Information subsection of the Billing Entity Detail section.
  6. Click Save. The Default field is then added to the Billing Entity Detail page.

Set the default entity in Billing Entities tab

After the Billing Entities tab is enabled and the Default field is added to the Billing Entity page layout, you should set a default entity because CPQ X will filter the Product Catalog based on the default entity. 

Take the following steps to set a default entity:

  1. Click App Launcher App Launcher and select Zuora Quotes from the dropdown menu.
  2. Click the Billing Entities tab. All available entities are listed in this tab.
  3. Click the name of the entity you want to make default. The Billing Entity Detail page opens.
  4. Click Edit Default Edit_icon next to the Default check box.
  5. Select the Default check box, then click Save. Then this Billing entity becomes the default entity. 

What to do next

Later, you can test the connections to all entities, including the default entity:

  1. Navigate to Zuora Config Zuora Connection Settings.
  2. In the SOAP Authorization section, click Edit Settings.
  3. Review and edit the URL, username, and password, then click Test Connections. For more information about this setting, see Zuora Connection Settings.

Then the connection status for each entity is displayed.