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Setting Up Public Link Generation

← Setting Up Invoice Distribution

JustOn Billing & Invoice Management can generate public links to the produced PDF files. This allows you to share the documents with any users, including outside your organization, without password protection or any other restrictions. If set up accordingly, JustOn creates the preview or download links when finalizing the invoices.

Note

For generating public links, the Salesforce features Content Deliveries and Public Links must be enabled. For details, see Set Up Content Deliveries in the Salesforce Help.

For details on how to create public links subsequently for existing invoices, see Creating Public File Link.

Enabling the public file link generation for invoice PDF files involves the following tasks:

Enabling Content Distribution

In order to enable public file link generation, you activate the corresponding global setting.

  1. Click to enter Setup, then open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Global Settings.

  3. Click Edit in the Default row.
  4. Select the checkbox Always Create Content Distribution.

  5. Click Save.

    This enables the public file link generation without installing additional software.

Creating PDF Preview URL Field

For integrations with external systems like customer portals, etc., you can make JustOn write the public PDF preview link to the invoice record upon finalization. To this end, create the custom field ContentDistributionUrl on the Invoice object.

Info

As opposed to the ContentDownloadUrl field, the ContentDistributionUrl field provides a link to a preview page instead of a link for downloading the PDF file.

  1. Navigate to the fields list of the Invoice object.

  2. Create the following new field.

    API Name Data Type Description
    ContentDistributionUrl URL Specifies the public link to the PDF preview.
    Make sure to grant edit access for users who finalize invoices and read access for payment guest users.

    For help about creating fields, see Managing Object Fields.

Creating PDF Download URL Field

For integrations with external systems like customer portals, etc., you can make JustOn write the public PDF file link to the invoice record upon finalization. To this end, create the custom field ContentDownloadUrl on the Invoice object.

Info

As opposed to the ContentDistributionUrl field, the ContentDownloadUrl field provides a link for downloading the PDF file instead of a link to a preview page.

  1. Navigate to the fields list of the Invoice object.

  2. Create the following new field.

    API Name Data Type Description
    ContentDownloadUrl URL Specifies the public link to the PDF file.
    Make sure to grant edit access for all users who finalize invoices.

    For help about creating fields, see Managing Object Fields.