Subscription Builder on Opportunity

This JustOn Configurator package adds a standard configuration for automatically building subscriptions based on opportunities. It configures the standard objects Opportunity and Opportunity Product to be invoiced with JustOn Billing & Invoice Management.

For details, see Automatic Subscription Build.

Info

System preconditions:

• JustOn Billing & Invoice Management installed
• Permission set JustOn Additional Fields created (Enabling Access for New Users, step 2)
• State and Country Picklists enabled

Deploying package

To deploy a configurator package:

1. Log in your target Salesforce org.

2. In the same browser session, open the JustOn Configurator.

   If the link does not work, copy the URL https://juston-configurator.herokuapp.com/.

3. 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.

   

4. Open the relevant tab.

5. Scroll down the list to find the relevant package.

6. 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.

Deployed Artifacts

The package adds the following artifacts:

• Invoicing fields on Opportunity and Opportunity Product
• Subscription builder filter
• New Subscription button on Opportunity
• Permission set for all fields

Fields

Object	API Name	Data Type	Description
Opportunity	ON_Account	Formula (Text)	Specifies the Salesforce account ID or external ID. The formula uses the API name of the field that links the object to the account, for example, AccountId.
	ON_Subscription	Lookup (Subscription)	Links to the related subscription.
	ON_SubscriptionBuildError	Text (255)	Shows the error message in case the subscription creation has failed.
	ON_CurrencyIsoCode	Formula (Text)	Sets the subscription currency to the source object currency if a) you use multiple currencies and b) the account currency differs from the source object currency. The formula is TEXT(CurrencyIsoCode).
Opportunity Product	ON_OrderNo	Formula (Text)	Key to match source data to a subscription item, must be unique for each detail of the same master.
	ON_Price	Formula (Currency)	The net sales price of the item.
	ON_Quantity	Formula (Number)	The quantity of the item to be invoiced.
	ON_Title	Formula (Text)	The name or title of the item.

Filter

Field	Description	Value
Name	The filter name, will be available as an option picklist value when triggering the operation	Subscription Builder
Child Relation	The name of the child object	OpportunityLineItems
Target	The API name of the target object	Opportunity
Use Case	The filter use case	SubscriptionBuilder

Button

Opportunity.New_Subscription

Permission Set

JustOn_Additional_Fields

Post-Deployment Tasks

1. Assign the permission set JustOn_Additional_Fields to all relevant users.
2. Add the button New Subscription to the Opportunity page layout.