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Product Updates


  • Release Notes

Getting Started


  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee


  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee


  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model Context Protocol)

Developer Resources


  • Developer Resources Overview
  • Articles and FAQ

Product Catalog


  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions


  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers


  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Entitlements


  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
  • Subscription Entitlements
  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing


  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ


  • Chargebee CPQ
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

Invoices, Credit Notes, and Quotes


  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes


  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities


  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration


  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Multi Business Entity


  • Multi Business Entity Overview
    • Limitations and Feature or Integration Support in Multi-Business Entity
    • Multi Business Entity Invoices
    • Multi Business Entity Taxes
    • Multi Business Entity Notifications
    • Multi Business Entity Reports and Analytics
    • Multiple Business Entity Offline Payments
    • Multi Business Entity Smart Routing
    • Multi Business Entity Transfer Configuration
    • Multi Business Entity Integrations
      • Multi Business Entity for QuickBooks
      • Multi Business Entity for Xero
      • Multi Business Entity for Sage Intacct
      • Multi Business Entity for Oracle NetSuite
      • Multi Business Entity Salesforce
      • Migration Steps for Multi-Business Entity Salesforce
    • Best Practice to Use API Keys for Multi Business Entity
    • Frequently Asked Questions
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions


  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics


  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations


  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • eInvoicing
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Ecommerce Management
  • Articles and FAQ

Data Privacy & Security


  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations


  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  2. Multi Business Entity
  3. Multi Business Entity Overview
  4. Multi Business Entity Integrations
  5. Multi Business Entity Salesforce
  1. Billing
  2. Multi Business Entity
  3. Multi Business Entity Overview
  4. Multi Business Entity Integrations
  5. Multi Business Entity Salesforce

Multi Business Entity Salesforce

Overview

If you're using Chargebee Billing with the multi-business entity (MBE) feature enabled, you can connect your sites and business entities with Salesforce to enhance data synchronization and business operations. Depending on your requirements, you can establish connections at either the site level or the individual business entity level. With the MBE feature, you can manage multiple business entities within a single Chargebee site while maintaining seamless integration with Salesforce CRM. This capability allows better organization and mapping of your business entities in Salesforce, catering to businesses with diverse tax and regional requirements.

  • Site-Level Connection: Multiple business entities can be linked to Salesforce simultaneously at the site level, sharing a common configuration.

  • Entity-Level Connection: Each business entity can be connected to Salesforce independently, allowing for unique configurations per business entity.

Note

If a connection is already established at the site level, entity-level connections will not be available.

To set up the integration and configure connections, follow the step-by-step instructions provided in the Chargebee-Salesforce integration guide.

Support Limitations

The table below explains the supported and not supported business entities between Chargebee and Salesforce.

Chargebee SetupSalesforce OrgsDescriptionSupported
MBE enabled Chargebee SiteSalesforce Org ASingle MBE enabled Chargebee site mapped to a single Salesforce orgYes
MBE enabled Chargebee Site 1 Chargebee Site 2Salesforce Org AMultiple MBE enabled Chargebee sites mapped to a single Salesforce orgNo
MBE enabled Chargebee Site 1 Chargebee Site 2Salesforce Org A Salesforce Org BMultiple MBE enabled Chargebee sites mapped to multiple Salesforce orgsNo

Note

Single MBE enabled Chargebee site can be mapped only to one Salesforce Org. For example, Chargebee Site 1 can only be mapped to Salesforce Org A and not to both Salesforce Org A and B at the same time.

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