JustOn Configuration App

← Billing & Invoice Management Setup

JustOn Billing & Invoice Management provides a configuration app (Salesforce Lightning only). The configuration app exposes a number of configuration pages for settings that are globally valid for your organization.

Accessing Configuration App

1. Click to access the App Launcher, and select JustOn Configuration.

   Currently, the following pages are available in a tabbed user interface:

   Tab/Page	Purpose
   Jobs Setup	Schedule JustOn jobs, like invoice run or export.
   Manage Amazon S3	Authenticate and upload failed files to Amazon S3
   Manage Google Drive	Authenticate and upload failed files to Goolge Drive
   Manage Amazon SES	Authenticate and activate the Simple Email Service
   Global Configuration	Enabling platform integration

Enabling Platform Integration

JustOn Billing & Invoice Management acts as the "user interface" for managing e-invoices and controls the data management. However, significant parts of the business logic to produce e-invoices run on the Heroku-based platform. This is why you must define a platform integration user. This is a (technical) user that is employed for the communication between Salesforce and Heroku whenever a real user triggers relevant business logic.

Defining a platform integration user requires access to the Global Configuration dialog. Hence, enabling the platform integration is a two-step task:

• Enabling access to the global configuration
• Defining a platform integration user

Enabling Global Configuration Access

In addition to be assigned the System Administrator profile, users who intend to access the global configuration must be explicitly allowed to access the Global Configuration dialog – preferably, using a dedicated permission set.

To enable the access to the Global Configuration dialog:

1. Create a dedicated permission set.

   For details, see Create Permission Sets in the Salesforce Help.

2. In the new permission set, click Flow Access in the Apps section.

3. Click Edit.

4. Select ONB2.Global Configuration and move it to the Enabled Flows column.

   

5. Click Save.

6. Assign the permission set to the relevant users.

   For details, see Assign Permission Sets to a Single User in the Salesforce Help.

   Together with the System Administrator profile, this makes the Global Configuration dialog available for the selected users.

Defining Platform Integration User

The platform integration user is a (technical) user that is required for the communication between Salesforce and Heroku whenever a real user triggers relevant business logic.

To define an integration user:

1. Create a dedicated technical user for the integration or prepare a "real" user accordingly.

   The integration user

   • does not necessarily need to be associated with a real person, but still needs a standard Salesforce user license
   • must be assigned the permission set JustOn Read/Write
   • must be enabled to use the Salesforce API via a profile or a permission set

   To check for the API access in profiles or permission sets, click to enter Setup, then navigate to Users > Profiles | Permission Sets > Profile/Permission Set Name > System Permissions, and make sure that API Enabled is selected.

2. Click to access the App Launcher, and select JustOn Configuration.

3. Open the Global Configuration tab.

   Users who intend to access the global configuration must be assigned the System Administrator profile and explicitly allowed accessing the Global Configuration dialog.

4. Click Edit.

   This launches a screen flow that shows the global configuration input fields.

5. In the Platform Integration section, select the intended integration user in the New User field.

6. Click Save to save your settings, then Finish to complete the screen flow.

Note

Be aware of the following specifics:

• The platform integration user is unique for a Salesforce org.

• JustOn Cash Management also requires a platform integration user.

  That is, when integrating JustOn Billing & Invoice Management with JustOn Cash Management, there will be one platform integration user for the two applications. So when defining the platform integration user for one app, the selected user will be set as the platform integration user for the other app, too.