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Installing JustOn Billing & Invoice Management

Before you start installing JustOn Billing & Invoice Management, make yourself familiar with its operating requirements:

Which Salesforce edition is required for JustOn?
Which browsers does JustOn support?
Why install and configure JustOn in a production org?
Why install JustOn for admins only?

Preparing JustOn Installation

  1. Enable the following Salesforce features for JustOn Billing & Invoice Management:

  2. For development purposes, disable browser caching for the Salesforce session (see why).

    1. Click to enter Setup, then open the Session Settings page.

      In Salesforce Lightning, navigate to Security > Session Settings.

      In Salesforce Classic, navigate to Security Controls > Session Settings.

    2. In the Caching section, deselect the checkbox Enable secure and persistent browser caching to improve performance.

    3. Click Save.

Installing Package

  1. Open the app listing in Salesforce AppExchange to get JustOn Billing & Invoice Management.
  2. Click Get It Now to invoke the installation procedure.
  3. Follow the instructions and provide the required information as necessary.

    When prompted

    • Choose the option Install for Admins Only (see why)
    • Allow access to third-party websites (see why)

Post-Installation Steps

To complete the basic installation:

  1. As a system administrator, grant login access to JustOn Support.

    For details, see How to grant login access to JustOn support?

  2. Assign the relevant permissions to your users who need them.

    This involves creating a permission set that covers the required access settings for

    • the Balance object, its fields and the Balance tab,
    • the Type field of the Task object,
    • and any project-specific custom objects and fields, Visualforce pages and Apex classes.

    For details, see Enabling Access for New Users.

  3. Assign a JustOn license to your users.

    For details, see Assigning Licenses for Managed Packages in the Salesforce Help.

Info

For further information about installing and configuring the software, see the best-practice article on Setting Up a JustOn Project and the Setup and Service FAQ section.