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Implementation Details

payment_app_intro JustOn Cash Management is a Salesforce app that integrates Salesforce CRM with European banks and payment service providers. The app allows you to trigger payments and track payment information related to your business with customers.

You will be able to prepare and execute payment operations based on your orders, invoices or other statements that involve payments or payouts, be it SEPA orders via banks or payments via payment providers. Furthermore, you will be able to retrieve information on processed payments and to associate it with the corresponding receivables or payables – the basis for automatically handling overdue payments.

Broadly speaking, JustOn Cash Management helps reconcile accounts.

JustOn Cash Management Access

Generally, you can access JustOn Cash Management's functionality using the provided apps or via its API.

App Overview

JustOn Cash Management runs as an integrated application on Salesforce Platform and Heroku. The data management and user interaction take place on the Salesforce Platform. Significant parts of the business logic and the connections to third-party systems, however, run on the Heroku-based platform – which also exposes the API.

From a technical perspective, JustOn Cash Management provides three Salesforce apps:

Lightning Experience App Cash Management by JustOn
The Lightning Experience App Cash Management by JustOn provides standard Salesforce tabs and detail pages for accessing the data records that are required for all business-related operations – including, by default, the Entries tab, the Payments tab, the Refunds tab and the Accounts tab. The app provides a number of additional tabs, which you can add to the navigation bar depending on your individual business use cases and involved processes.
Lightning Experience App Setup Cash Management by JustOn

The Lightning Experience App Setup Cash Management by JustOn provides Salesforce tabs for configuring some JustOn Cash Management options, including

  • General configuratin tabs Global Configuration, Business Entities, Matching Configurations, Customer Notifications
  • Bank access-related configuration tab EBICS Bank Account Credentials
  • PSP/payment page-related configuration tabs Payment Providers, Payment Page Configurations, CMS Pages
Connected App JustOn Cash Management Connected
The Connected App JustOn Cash Management Connected integrates the Salesforce and Heroku parts.

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API Access

JustOn Cash Management exposes an API. It allows to invoke certain functionality remotely from external systems.

Using the API, operators can integrate JustOn Cash Management in their own applications, portals, etc. – without relying on the provided user interface. Note, however, that the Salesforce app is still required for the data management.

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JustOn Cash Management Object Model

The following object schema (or ERD) gives an overview of the objects that are relevant for JustOn Cash Management.

For business-relevant concepts, refer to the Concepts Overview.

For details on all objects delivered with the JustOn package, including fields, their API names, descriptions, see JustOn Cash Management Objects.

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Cash management-relevant objects