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Installing JustOn Billing & Invoice Management

← Billing & Invoice Management Setup

Before you start installing JustOn Billing & Invoice Management, make yourself familiar with its operating requirements:

Which Salesforce edition is required for JustOn?
Which browsers does JustOn support?
Why install and configure JustOn in a production org?
Why install JustOn for admins only?

Preparing JustOn Installation

  1. Enable and configure the following Salesforce features for JustOn Billing & Invoice Management:

  2. For development purposes, disable browser caching for the Salesforce session (see why).

    1. Click to enter Setup, then open the Session Settings page.

      In Salesforce Lightning, navigate to Security > Session Settings.

      In Salesforce Classic, navigate to Security Controls > Session Settings.

    2. In the Caching section, deselect the checkbox Enable secure and persistent browser caching to improve performance.

    3. Click Save.

Installing Package

  1. Open the app listing in Salesforce AppExchange to get JustOn Billing & Invoice Management.
  2. Click Get It Now to invoke the installation procedure.

  3. Follow the instructions and provide the required information as necessary.

    When prompted

    • Choose the option Install for Admins Only (see why)
    • Allow access to third-party websites (see why)

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 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.

    column_enabled

  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.

Enabling App Access for JustOn Platform

Generally, the data management and user interaction with JustOn Billing & Invoice Management take place on the Salesforce Platform. For this purpose, the software is installed in the operator's Salesforce environment. Some business logic, however, runs on the Heroku-based platform. JustOn Billing & Invoice Management provides a dedicated connected app, JustOn Platform, to integrate the Salesforce and Heroku parts.

Setting up JustOn Billing & Invoice Management involves enabling access to the connected app JustOn Platform. The access is controlled using profiles. So when creating the users who will work with JustOn Billing & Invoice Management, you must assign the relevant profile to each of them. You can use the standard profiles or create custom profiles.

To enable access to the connected app JustOn Platform for all relevant profiles:

  1. Click to enter Setup, then navigate to Apps > Connected Apps > Manage Connected Apps.
  2. Click Edit in the row of JustOn Platform.

  3. In the Permitted Users field, select Admin approved users are pre-authorized.

    Confirm the selection when prompted.

  4. Click Save.

    This will prevent all users from accessing JustOn Platform, including org admins.

  5. On the Connected Apps list, click JustOn Platform.

    This displays the app detail page.

  6. Add the intended profile.

    1. In the Profiles section, click Manage Profiles.
    2. Select the relevant profile, at least, System Administrator.
    3. Click Save.

Note

JustOn Billing & Invoice Management allows only users with the associated profile to access the app, which relies on the option Admin approved users are pre-authorized in the Permitted Users field. Leaving the default value All users may self-authorize will prevent users from accessing the app and produce the following error when they try to execute relevant business logic:

Platform not available, please contact customer support if the problem persists!

Post-Installation Steps

To complete the basic installation:

  1. As a system administrator, grant login access to JustOn Support.

    For details, see How to grant login access to JustOn support?

  2. Assign the relevant permissions to your users who need them.

    This involves creating a permission set that covers the required access settings for

    • the Balance object, its fields and the Balance tab,
    • the Type field of the Task object,
    • and any project-specific custom objects and fields, Visualforce pages and Apex classes.

    For details, see Enabling Access for New Users.

  3. Assign a JustOn license to your users.

    For details, see Assigning Licenses for Managed Packages in the Salesforce Help.

  4. Enable Salesforce's Translation Workbench.

    The default user interface language for JustOn Billing & Invoice Management is English. In addition, the software provides German and French translations for its user interface elements.

    To enable JustOn Billing & Invoice Management to display the German or French translations, you must enable the Translation Workbench.

    1. Click to enter Setup, then navigate to User Interface > Translation Workbench > Translation Language Settings.
    2. Click Enable.

    For more details, see Enable and Disable the Translation Workbench in the Salesforce Help.

Info

For further information about installing and configuring the software, see the best-practice article on Setting Up a JustOn Project and the Setup and Service FAQ section.