Which Salesforce edition is required for JustOn?
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Salesforce offers bundles of features and services called editions, where each of them is geared toward specific business needs. Hence, the editions vary by functionality and pricing.
There are three Salesforce editions for production use that allow using JustOn Billing & Invoice Management:
- Enterprise
- Unlimited
- Einstein 1 Sales
Note
Starter Suite and Pro Suite are not suitable for running JustOn Billing & Invoice Management.
- Starter Suite does not allow for installing third-party apps like JustOn Billing & Invoice Management.
- Pro Suite is limited to five custom processes and flows; however, JustOn Billing & Invoice Management ships more by default.
Info
Be aware that JustOn Billing & Invoice Management requires the following Salesforce features to be enabled:
Depending on your business scenario, however, your requirements may vary. Consider the following specifics when choosing your Salesforce edition.
Edition-specific feature scope and limitations
There are edition-specific limitations that affect JustOn's features. Depending on your business requirements, they may play a role when choosing the right edition.
Edition | Available Billing Data Source Objects | JustOn-Relevant Specifics |
---|---|---|
Enterprise | any Salesforce object 200 custom objects |
2000 active custom processes and flows JustOn add-on support |
Unlimited | any Salesforce object 2000 custom objects |
2000 active custom processes and flows JustOn add-on support |
Einstein 1 Sales | any Salesforce object 2000 custom objects |
2000 active custom processes and flows JustOn add-on support |
For details about features and limits per edition, see Salesforce Features and Edition Allocations in the Salesforce Help.
Flow-based JustOn features
The following JustOn Billing & Invoice Management features rely on custom flows in Salesforce. Consider their importance for your business scenarios when choosing the Salesforce edition.
- Packaged flows
-
Flow Use Case Global Configuration Accessing global configuration Finalize Invoice Finalizing invoices Create E-Invoice Creating e-invoices Send E-Invoice Distributing e-invoices Finalize Statement Finalizing account statements or dunning reminders Build Single Metric Creating account metrics or subscription metrics - Optional flows
-
- Closing deposit invoices
- Closing pro forma invoices
- Creating cash metrics
- Aggregating invoice fields on source objects
- Fixing imported invoices
- Fixing imported balances
- Automatically canceling invoices
- Automatically removing draft invoices
- Creating account-based KID
- Creating payment balances for a registered money flow in JustOn Cash Management
JustOn features and add-ons that require Salesforce API access
The following JustOn Billing & Invoice Management features and add-ons rely on Salesforce API access and therefore require at least the Salesforce Enterprise Edition:
Related information:
JustOn Billing & Invoice Management in the Salesforce AppExchange
Salesforce Sales Pricing
Salesforce Editions in the Salesforce Help
Salesforce Features and Edition Allocations in the Salesforce Help