The JustOn Configurator is a tool for customizing JustOn Billing & Invoice Management installations. You can use it to apply "packaged" configurations that are required to cover specific business use cases. Generally, it deploys metadata and creates custom settings.
Current JustOn Configurator packages
The JustOn Configurator currently provides the following packages:
- Payment Matching Standard Configurations
- Default Tax Rules
- Opportunity Billing
- CPQ Billing
- DATEV Connector
- Tax Rules incl. Reverse Charge and VAT Validation
- Default Dunning Levels
- Default Tax Rules, depending on VATIN number and Region
- Default Booking Detail Export (CSV)
- Compliance France
- JustOn Cash Management integration with Salesforce NPSP
The list of configurator packages is always subject to change.
To deploy a configurator package to your org:
- Log in your target Salesforce org.
In the same browser session, open the JustOn Configurator.
If the link does not work, copy the URL
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.
Verifying session settings
Scroll down the list and select the package you want to deploy to your org.
Deploying configurator package
This deploys the configuration as described to your JustOn Billing & Invoice Management installation.
Back in your Salesforce org, make sure to add the deployed components to permission sets as necessary.