Which Salesforce edition is required for JustOn?
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Salesforce offers bundles of features and services called editions. The editions vary by functionality and pricing, and each of them is geared toward specific business needs.
Info
There are four Salesforce editions for production use:
- Essentials
- Professional
- Enterprise
- Unlimited
You can use any of these editions to run JustOn Billing & Invoice Management.
Note
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
- JustOn standard features that rely on custom processes or flows
- JustOn add-on requirements
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 |
---|---|---|
Essentials | Opportunities 0 custom objects |
5 custom processes and flows |
Professional | Opportunities, Contracts, Orders, Quotes 50 custom objects |
5 custom processes and flows |
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 |
Process-Based JustOn Features
The following JustOn features rely on custom processes and flows in Salesforce. Consider their importance for your business scenarios when choosing the Salesforce edition.
- Closing deposit invoices
- Closing pro forma invoices
- Creating cash metrics
- Aggregating invoice fields on source objects
- Fixing imported invoices
- Fixing imported balances
- Automatically finalizing invoices
- Automatically canceling invoices
- Automatically removing draft invoices
- Creating account-based KID
- Creating payment balances for a registered money flow in JustOn Cash Management
JustOn Add-Ons
The following JustOn 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 Editions in the Salesforce Help
Sales Cloud Pricing
Salesforce Features and Edition Allocations in the Salesforce Help