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Managing Global Configuration

← Setting Up JustOn Cash Management

JustOn Cash Management requires a number of settings for supporting payment operations or accessing the API, which are globally valid for your organization (a tenant on Heroku). These settings are summarized on the Global Configuration page.

Note

Users who intend to access the global configuration must be

Enabling Global Configuration Access

In addition to be assigned the System Administrator profile, users who intend to access the global configuration (as part of the Lightning Experience App Setup Cash Management by JustOn) 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 JPAY1.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

JustOn Cash Management exposes websites via Heroku, like the payment page or the API. All data management, however, takes place on Salesforce, as explained in App Overview.

Your business use cases may involve relevant features. In this case, 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 via these websites.

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
    • must be assigned the permission set JustOn Payments Read/Write
    • must have write access to the entry lookup fields and balance lookup fields when integrating with JustOn Billing & Invoice Management
    • 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 Setup Cash Management.

  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.

Some operations involve user-facing web links, like the payment page or the API. In order to produce unique links that are specific to your organization, you define an alias for your organization (a tenant on Heroku), which will then be part of the URL path, like

https://payment.juston.cloud/pay/:link-id/to/:tenant

To define the URL alias:

  1. Click to access the App Launcher, and select Setup Cash Management.

  2. 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.

  3. Click Edit.

    This launches a screen flow that shows the global configuration input fields.

  4. In the Platform Integration section, specify the intended alias in the New URL Alias field.

    The allowed characters include a-z, 0-9, -, _. The alias must not start with - or _ and can include up to 20 characters.

  5. Click Save to save your settings, then Finish to complete the screen flow.

Adjusting Payment Page Design

Usually, your organization has defined a corporate design including a logo and colors. Depending on your requirements, you can adjust the appearance of the payment page to match your design, adding your logo, modifying its colors or – for advanced customizations – adding custom CSS styles.

Info

Since a corporate design is not locale-specific but valid globally, the logo and color customization is part of the global configuration.

To customize the payment page logo and colors:

  1. Click to access the App Launcher, and select Setup Cash Management.

  2. 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.

  3. Click Edit.

    This launches a screen flow that shows the global configuration input fields.

  4. In the Style Customization section, modify the colors as required.

    1. In the corresponding fields, specify the hex numbers of the intended colors.

      The available color options include:

      Field Default Value Resulting Color
      Header Color #0D204E
      Background Color #E6E6E6
      Main Color #2A4B9B
      Secondary Color #3EBAEC

    2. Optionally, specify additional CSS styles in the Custom CSS field to provide advanced customization options.

      Use this, for example, to adjust the logo display options.

    3. Select the Apply Styles checkbox.

      Due to particular Salesforce flow conditions, the Apply Styles checkbox is unchecked each time you edit the configuration. Make sure to select the checkbox again if you change any styles.

  5. In the Logo Customization section, upload a logo file and select the intended logo display option.

    The available options include:

    Option Description
    Off No logo will be displayed.
    Default Displays the default (JustOn) logo and paper plane.
    Custom Displays your custom logo, if uploaded, without showing the paper plane.

  6. Click Save to save your settings, then Finish to complete the screen flow.

    This saves the specified configuration.

    Once your customization is available and activated, JustOn Cash Management displays the payment page applying your styles.

Adjusting Payment Run Retry Threshold

JustOn Cash Management can execute payment runs in order to automatically collect payments on a regular basis.

If a payment provider causes too many (by default, 10) temporary failures in consecutive payment runs, JustOn Cash Management will deactivate it. To define the deactivation threshold according to your org's requirements:

  1. Click to access the App Launcher, and select Setup Cash Management.

  2. 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.

  3. Click Edit.

    This launches a screen flow that shows the global configuration input fields.

  4. In the Payment Provider Configuration section, specify the intended value in the Retry Threshold field.

    The threshold defined here will apply to all payment providers.

  5. Click Save to save your settings, then Finish to complete the screen flow.

Globally Enabling Structured Bank Document Storage

JustOn Cash Management can download different types of documents from initialized bank accounts and store these documents in Salesforce Files in a dedicated library/folder structure (named by BIC/IBAN).

To enable the structured bank data storage for your org:

  1. Click to access the App Launcher, and select Setup Cash Management.

  2. 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.

  3. Click Edit.

    This launches a screen flow that shows the global configuration input fields.

  4. In the Bank Statement Download section, select the Structured File Storage checkbox.

  5. Click Save to save your settings, then Finish to complete the screen flow.

    This enables the structured bank data storage for your org. At the same time, JustOn Cash Management creates dedicated file libraries (named by BIC) and folders (named by IBAN) for all initialized banks based on all active EBICS bank account credentials.

Note

You must not modify the IBAN-specific folder names as created by JustOn Cash Management.

For any changes that may be necessary (for new or removed bank accounts, for example), repeat the activation step in the global configuration dialog.

Info

In order to actually store downloaded bank account documents in the corresponding library, the users who retrieve bank data require write access. For details, see Enabling Structured Bank Document Storage.