Certain business use cases require a Salesforce organization (the "virtual space" that includes all data and applications of an individual business) to hold specific billing-relevant information or to be further divided in subdivisions. To this end, JustOn has introduced tenants.
The Tenant object can hold billing-relevant information of your company or company subdivision, like address data or bank data. When using tenants, you can automatically assign a tenant to an invoice during the invoice creation. Consequently, the tenant information can be printed to the invoice via custom placeholders, like
You can define multiple tenants using the custom setting Tenant. To determine which tenant to assign to a particular invoice, you can use tenant mappings.
Tenant Mapping Information
JustOn implements tenant mappings using the custom setting Tenant Mappings. The following fields are available:
|Name||An arbitrary name for the mapping. Use a meaningful name to facilitate the administration.||
|Account Field Name||The internal name of the account field that is used to map an account to a tenant.||
|Account Field Value||The value of the account field that is used to map an account to a tenant.||
|Tenant Name||The exact name of the tenant to which the specified account field name and value should map.||
The example values will assign the tenant named "ACME Germany GmbH" to every invoice whose billing country is set to "Germany".
You can use any account field to define your own tenant mappings as necessary.
If an invoice matches multiple tenant mappings, the resulting tenant will be the first that JustOn encounters. This is not predictable. Therefore, make sure to define your tenant mappings in a way that they will not overlap.
The same applies to default tenants: If JustOn encounters multiple default tenants, it picks the first one. Thus, make sure to select only one tenant as the default.
Defining Tenant Mapping
Depending on your organization's requirements, you must create tenant mapping to assign individual tenants for specific regions, customers or other criteria to the corresponding invoices.
To create a new tenant mapping:
- In Setup, open Custom Settings.
In Salesforce Lightning, navigate to Custom Code > Custom Settings.
In Salesforce Classic, navigate to Develop > Custom Settings.
- Click Manage in the row of Tenant Mappings.
- Click New.
- Specify the details as necessary.
The mandatory information includes
Account Field Name,
Account Field Valueand
For details, see Tenant Mapping Information.
- Click Save.
▶ This creates the new tenant mapping, which will assign the specified tenant to invoices of the matching account.