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Setting Up JustOn Bank Payments

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JustOn Bank Payments requires at least the Salesforce Enterprise Edition.

Setting up JustOn Bank Payments involves the following tasks:

Installing JustOn Bank Payments

  1. Visit the Salesforce AppExchange to get JustOn Bank Payments.
  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

JustOn Bank Payments provides the Lightning Experience App JustOn Payments and the Connected Canvas App JustOn Payments Connected. JustOn Payments Connected enables users to connect to their bank and to retrieve the bank statements. JustOn Payments provides standard Salesforce tabs and detail pages for accessing the retrieved data records.

Note

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

Enabling App Access for JustOn Payments

The access to the JustOn Payments app is controlled using profiles. So when creating the users who will work with JustOn Bank Payments, 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 JustOn Payments for all relevant profiles:

  1. In Setup, navigate to Apps > App Manager.
  2. In the row of JustOn Payments, 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 JustOn Bank Payments 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 Bank Payments, 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. In Setup, 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.