Learn how to connect multiple billing entities to a single Salesforce org, including enabling the Billing Entities tab and setting a default entity for streamlined product catalog filtering.

1. Perform the following steps to add the Billing Entities tab to the navigation bar.
   1. In your Salesforce org, click and select Setup.
   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, and 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 enabled.

2. Perform the following steps to add the Default field to the Billing Entity Page Layout.

   Performing the following steps facilitates setting up the default Billing entity.

   1. Click App Launcher and select Zuora Quotes from the dropdown menu.
   2. Click the Billing Entities tab.
   3. Click and select Edit Object.
   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 added to the Billing Entity Detail page.
3. After the Billing Entities tab is enabled and the Default field is added to the Billing Entity page layout, perform the following steps to set a default entity because CPQ X filters the Product Catalog based on the default entity.
   1. Click 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 next to the Default check box.
   5. Select the Default check box, and then click Save.

      The Billing entity becomes the default entity.

4. Perform the following steps to 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.

      The connection status for each entity is displayed.