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Contact Role Mappings

JustOn can use contact roles to pre-populate contact and address fields when creating invoices, account statements or dunning reminders.

Info

For information about contact roles, see Contact Roles in the Salesforce Help.

To make use of contact roles, JustOn requires specific mappings that associate existing contact roles to the corresponding use cases.

Use Cases

JustOn supports contact roles defined on accounts and, with opportunity billing, on opportunities (if available).

Contact roles can be mapped to the following use cases:

  • Invoice Contact
  • Invoice Mailing Contact
  • Invoice Email Contact
  • Invoice Email CC Contact
  • Invoice Email BCC Contact
  • Dunning Contact
  • Dunning Mailing Contact
  • Dunning Email Contact
  • Dunning Email CC Contact
  • Dunning Email BCC Contact

Contact Role Definition

JustOn recommends to create new contact roles for the use cases listed in Use Cases. Mapping existing contact roles to JustOn use cases may make it hard to understand which contact role maps to which use case. You can, however, always adjust the naming of your contact roles according to your specific needs.

Info

The dunning contact roles and mappings are listed for completeness, but are not necessary if you do not use the dunning feature or do not want to distinguish between invoice and dunning letter recipients.

For details about creating contact roles, see Set Up Contact Roles in the Salesforce Help.

Contact Role Mappings Information

JustOn implements contact role mappings using the custom setting Contact Role Mappings. The following fields are available:

Field Description
Name A unique name for the custom setting record.
Must match the name of a contact role.
Use Case Specifies the use case to which the contact role is to be associated.
Must match one of the use cases listed in Use Cases.

To cover all use cases that are supported by JustOn with the corresponding contact roles, you create the following mappings:

Name Use Case
Invoice Contact Invoice Contact
Invoice Mailing Contact Invoice Mailing Contact
Invoice Email Contact Invoice Email Contact
Invoice Email CC Contact Invoice Email CC Contact
Invoice Email BCC Contact Invoice Email BCC Contact
Dunning Contact Dunning Contact
Dunning Mailing Contact Dunning Mailing Contact
Dunning Email Contact Dunning Email Contact
Dunning Email CC Contact Dunning Email CC Contact
Dunning Email BCC Contact Dunning Email BCC Contact

You can map the default Salesforce contact roles to the JustOn use cases, too. To configure the default contact role Decision Maker, for example, to receive a carbon copy email of all invoices for their account, you can do so by adding this mapping:

Name Use Case
Decision Maker Invoice Email CC

Info

The use of contact roles is limited by the properties of the related field. For example, Invoice Contact, Email Contact or Dunning Contact are lookup fields that refer to one specific contact. Therefore, configure only one contact role per account for these use cases. Other fields, like * CC Contact and * BCC Contact allow multiple recipients.

Defining Contact Role Mappings

Depending on your organization's requirements, you must define contact role mappings.

  1. In Setup, open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Contact Role Mappings.

  3. Click New.
  4. Specify the details as necessary.

    For details, see Contact Role Mappings Information.

  5. Click Save.