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
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Enable the following Salesforce features for JustOn Billing & Invoice Management:
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For development purposes, disable browser caching for the Salesforce session (see why).
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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.
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In the Caching section, deselect the checkbox
Enable secure and persistent browser caching to improve performance
. - Click Save.
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Installing Package
- Open the app listing in Salesforce AppExchange to get JustOn Billing & Invoice Management.
- Click Get It Now to invoke the installation procedure.
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Follow the instructions and provide the required information as necessary.
When prompted
Post-Installation Steps
To complete the basic installation:
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As a system administrator, grant login access to JustOn Support.
For details, see How to grant login access to JustOn support?
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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.
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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.