How to use the JustOn Configurator?
The JustOn Configurator is a tool for customizing JustOn Billing & Invoice Management, JustOn Cash Management and JustOn Connector for DATEV installations. You can use it to apply packaged configurations that are required to cover specific business use cases. Generally, it deploys metadata and creates custom settings.
System preconditions
-
Installed package
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Created permission set
JustOn Additional Fields(Enabling Access for New Users, step 2) - Enabled and configured State and Country Picklists
- No additional configurations (custom fields, custom settings)
JustOn Configurator Packages
The JustOn Configurator currently provides the packages as listed below.
- For JustOn Billing & Invoice Management:
- Booking Detail CSV Export
Business Entity Fields Tax Rules
Tax Rules and VAT Validation
Subscription Builder on Opportunity
Subscription Builder on Order
Generic Invoice Run on Opportunity
Generic Invoice Run on Order
Dunning Levels
JustOn Home Tab
CPQ Billing
Compliance France
Electronic Invoices
Quantity Unit Codes - For JustOn Cash Management:
- JustOn Cash Management for Salesforce NPSP
Billing - Cash Management Integration
Payment Matching Configurations - For JustOn Connector for DATEV
- DATEV Connector
Info
The list of configurator packages is always subject to change.
Deploying Configurator Package
To deploy a configurator package:
- Log in your target Salesforce org.
-
In the same browser session, open the JustOn Configurator.
If the link does not work, copy the URL
https://juston-configurator.herokuapp.com/. -
Click Salesforce OAuth2.
This connects the JustOn Configurator with your current Salesforce session using your current credentials. Make sure that you are connected with the intended user and org.
-
Open the relevant tab.
- Scroll down the list to find the relevant package.
-
Click Deploy.
This deploys the configuration as described to your org.
Back in your Salesforce org, make sure to add the deployed components to permission sets as necessary.