General Site Setup

This page summarizes the common setup tasks that are required for all feature scopes of the JustOn Self-Service Extension.

Info

The JustOn Self-Service Extension requires at least the Salesforce Enterprise Edition.

Contact JustOn Support to have the add-on installed in your org.

Usually, the extension is installed using the security option Install for Admins Only. Depending on your business, this may require configuring additional user and object permissions after installation. For details, see Installing Packages in the Salesforce Help.

Your business may require different feature scopes for the payment integration, like

  • Support for one or more payment service providers, or
  • Support for SEPA direct debit mandate creation.

Depending on the intended scope and features, the setup steps to take or their complexity after the package is installed may differ. Proceed according to your business needs:

Scope Feature Setup Steps
All General Site Setup
Payment Integration Payment-Specific Setup
Payment Provider Integration
PayPal PayPal
Stripe Stripe
Mollie Mollie
CyberSource CyberSource (deprecated)
Direct Debit Mandate Enabling Direct Debit Mandate Display

Setting Up Site

The extension is designed to use a Salesforce Site exclusively. JustOn recommends not to use it together with other Visualforce pages. You can reuse an existing Salesforce Site or create a new one.

Creating Site

Irrespective of the intended feature scope, you need a dedicated site.

  1. Click to enter Setup, then open the Sites page.

    Type Sites in the Quick Find box, or navigate to User Interface > Sites and Domains > Sites.

  2. If necessary, register a domain name.

  3. Click New.

  4. Apply the following settings.

    Field Value
    Site Label Self Service
    Site Name Self_Service
    Active
    Active Site Home Page FileNotFound
    Site Template empty
    Lightning Features for Guest Users

  5. Click Save to complete the site creation.

Configuring Page Assignments

You must add a number of Visualforce pages to the new site.

  1. Open the Site Details of your site.

    Type Sites in the Quick Find box, or navigate to User Interface > Sites and Domains > Sites. In the Sites list, click the label of the site to open its details.

  2. In the Site Visualforce Pages section, click Edit.

    alt text
    Modifying Visualforce page assignments

  3. Remove the following pages.

    • ForgotPassword
    • ForgotPasswordConfirm
    • SiteLogin
    • SiteRegister
    • SiteRegisterConfirm

  4. Leave the following default pages enabled.

    • BandwidthExceeded
    • Exception
    • FileNotFound
    • InMaintenance
    • Unauthorized

  5. Click Save.

Info

Depending on the intended feature scope, you need additional pages. For details, see

Assigning Payment-Specific Pages
Assigning Direct Debit Mandate Page

Assigning JustOn License

The user of the Salesforce Site needs a JustOn license.

  1. Open the Site Details of your site.

    Type Sites in the Quick Find box, or navigate to User Interface > Sites and Domains > Sites. In the Sites list, click the label of the site to open its details.

  2. Click Public Access Settings to open the site profile.

  3. In the Original Profile User Interface, click View Users.

    If you use the Enhanced Profile User Interface, click Assigned Users.

  4. Open the details of the Site Guest User, and scroll to the Managed Packages section.

  5. Click Assign Licenses.
  6. Select the JustOn package, and click Add.

Next Steps

Payment-Specific Site Setup