Skip to content

Setting Up JustOn Cash Management

Info

JustOn Cash Management requires at least the Salesforce Enterprise Edition.

Setting up JustOn Cash Management involves the following tasks:

Depending on your intended use cases, you can then proceed to

Installing JustOn Cash Management

  1. Visit the Salesforce AppExchange to get JustOn Cash 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)

Enabling App Access

From a technical perspective, JustOn Cash Management provides two apps:

  • The Lightning Experience App Cash Management provides standard Salesforce tabs and detail pages for accessing the related data records.
  • The Connected Canvas App JustOn Payments Connected enables users to connect to their bank or payment provider and to exchange transaction data.

    For the proper operation of the Connected Canvas App JustOn Payments Connected, users must use a web browser that allows third-party cookies, like Mozilla Firefox, Google Chrome or Microsoft Edge.

Info

For JustOn Cash Management to work properly, make sure to enable the access to the Lightning Experience App Cash Management and the Connected Canvas App JustOn Payments Connected for all users who will work with JustOn Cash Management as described below.

Enabling App Access for Cash Management

The access to the Cash Management app is controlled using profiles. So when creating the users who will work with JustOn Cash Management, you must assign the relevant profile to each of them. You can use the standard profiles or create custom profiles.

To enable access to the Lightning Experience App Cash Management for all relevant profiles:

  1. Click to enter Setup, then navigate to Apps > App Manager.
  2. In the row of Cash Management, click to open the action menu, then select Edit.
  3. Navigate to User Profiles.
  4. Select the required profiles and move them to the Selected Profiles column.

    column_select

  5. Click Save.

    This makes Cash Management available for the selected user profiles in the App Launcher.

Enabling App Access for JustOn Payments Connected

The access to the JustOn Payments Connected app is controlled using profiles. So when creating the users who will work with JustOn Cash Management, you must assign the relevant profile to each of them. You can use the standard profiles or create custom profiles.

To enable access to the Connected Canvas App JustOn Payments Connected for all relevant profiles:

  1. Click to enter Setup, then navigate to Apps > Connected Apps > Manage Connected Apps.
  2. Click Edit in the row of JustOn Payments Connected.
  3. In the Permitted Users field, select Admin approved users are pre-authorized.

    Confirm the selection when prompted.

  4. Click Save.

    This will prevent all users from accessing JustOn Payments Connected, including org admins.

  5. On the Connected Apps list, click JustOn Payments Connected.

    This displays the app detail page.

  6. Add the intended profile.

    1. In the Profiles section, click Manage Profiles.
    2. Select the relevant profile, for example, System Administrator.
    3. Click Save.

Assigning Permissions

The package provides the permission set JustOn Payments Read/Write, which allows users to

  • Access the Lightning Experience App Cash Management and the Connected Canvas App JustOn Payments Connected
  • Create and edit records of the objects delivered with the JustOn Cash Management package

Assign the permission set to all users who will work with JustOn Cash Management. To do so:

  1. Click to enter Setup, then navigate to Users > Permission Sets.
  2. Click JustOn Payments Read/Write.
  3. Click Manage Assignments, then Add Assignments.
  4. Select the checkboxes next to the users who will work with JustOn Cash Management.
  5. Click Assign.

Creating Remote Site

Some list views, like on the the Entries tab, in JustOn Cash Management may become very large. To allow executing operations from large list views, for example creating direct debit orders, JustOn Cash Management has to call Salesforce's REST API. To this end, you must whitelist your site as a remote site.

  1. Click to enter Setup, then open Remote Site Settings.

    In Salesforce Lightning, navigate to Security > Remote Site Settings.

    In Salesforce Classic, navigate to Security Controls > Remote Site Settings.

  2. Click New Remote Site.

    alt text

  3. Provide a descriptive name.

    The provided name must be unique and can only contain alphanumeric characters and underscores.

  4. Specify the URL of your current instance as required, like https://eu5.salesforce.com.

    Do not specify the My Domain subdomain but the instance URL. Find the instance part of the URL on the Company Information page in Setup, or use nslookup <my-domain>.my.salesforce.com in a terminal window (as explained in View instance information for your Salesforce Organization in the Salesforce Help).

  5. Click Save.

Enabling Lightning Runtime for Flows

Some operations, like creating direct debit orders, are implemented as Salesforce flows. To support all relevant functionality, enable the Lightning runtime for flows.

  1. Click to enter Setup, then navigate to Process Automation > Process Automation Settings.
  2. Select the checkbox Enable Lightning runtime for flows.
  3. Click Save.

Configuring Integration

Setting up JustOn Cash Management usually involves an integration with a "counterpart" Salesforce application. Note, however, that this integration is not covered with this documentation, as it is project-specific and cannot be generalized.

For details about enabling JustOn Cash Management in JustOn Billing & Invoice Management, see Enabling JustOn Cash Management.