Enabling Account Statement Display

The extension can list all balances associated to the account of an authenticated user.

Setting up the account statement page involves the following tasks:

Assigning Account Statement Page

You must add the ONBSE1.StatementOfAccount Visualforce page to your site to expose the account statement display.

  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.

  3. Add the ONBSE1.StatementOfAccount page.
  4. Click Save.

Adjusting Balance Table

To configure which balance fields are displayed in the balance table:

  1. Navigate to the field sets definition of the Balance object.

    In Salesforce Lightning, navigate to Setup > Object Manager > Balance > Field Sets.

    In Salesforce Classic, navigate to Setup > Create > Objects > Balance > Field Sets.

  2. Click Edit in the Account Statement row.

  3. Move the fields to or from the In the Field Set container and reorder them as required.
  4. Click Save.

Adjusting Account Statement Page Labels

The Visualforce pages packaged with the JustOn Self-Service Extension make use of custom labels. The custom labels can contain up to 1000 characters and can include HTML markup.

You can overwrite the custom labels to adjust them to the needs of your business use cases.

Note

To modify custom labels, you must enable the Translation Workbench. For details, see Enable and Disable the Translation Workbench in the Salesforce Help.

The account statement page uses the following custom labels:

  • Balances
  • From
  • Print
  • StatementOfAccountTeaser
  • StatementsOfAccountEnd
  • StatementOfAccountFor
  • StatementOfAccountStart
  • StatementsOfAccountTotal
  • StatementOfAccountFineprint
  • Until
  • Update

To modify them:

  1. In Setup, open the Custom Labels list.

    In Salesforce Lightning, navigate to User Interface > Custom Labels.

    In Salesforce Classic, navigate to Create > Custom Labels.

  2. Click the name of the label you want to modify.

    To better find the relevant labels, create a filter for the namespace ONBSE1.

  3. Click New Local Translations/Overrides.

  4. Select the target language and specify the text as required.
  5. Click Save.

Info

For help about modifying custom labels, see Create and Edit Custom Labels in the Salesforce Help.

Note

Set the locale in the global settings in order to select the intended translation.