Managing Global Configuration

JustOn Cash Management requires a number of settings for supporting payment operations or accessing the API, which are globally valid for your organization (a tenant on Heroku). These settings are summarized on the Global Configuration page.

Note

Users who intend to access the global configuration must be assigned the System Administrator profile.

Defining Platform Integration User

JustOn Cash Management provides two Salesforce apps that act as the "user interface" and control the data management. Significant parts of the business logic and the connections to the banks or payment providers, however, run on the Heroku-based platform (see App Overview).

Part of the setup is the definition of a platform integration user. This is a (technical) user that is employed for the communication between Salesforce and Heroku whenever a real user triggers relevant business logic.

Info

By default, JustOn Cash Management sets the user who first adds a bank access as the integration user. But this person may leave your organization, so you will probably deactivate the user – in this case, you would end up without communication between Salesforce and Heroku. This is why we recommend to create a dedicated technical user (one that is not necessarily associated with a real person) for the integration.

To define an integration user:

  1. Optionally, create a dedicated technical user for the integration.

    The integration user

    • does not necessarily need to be associated with a real person
    • must be assigned the permission set JustOn Payments Read/Write
    • must be enabled to use the Salesforce API via a profile or a permission set

    To check for the API access in profiles or permission sets, click to enter Setup, then navigate to Users > Profiles | Permission Sets > Profile/Permission Set Name > System Permissions, and make sure that API Enabled is selected.

  2. Click to access the App Launcher, and select Cash Management.

  3. Open the Global Configuration tab.

    Users who intend to access the global configuration must be assigned the System Administrator profile.

  4. Click Edit.

    This launches a screen flow that shows the global configuration input fields.

  5. In the Platform Integration section, select the intended integration user.

  6. Click Save to save your settings, then Finish to complete the screen flow.

Some operations involve user-facing web links, like the payment page or the API. In order to produce unique links that are specific to your organization, you define an alias for your organization (a tenant on Heroku), which will then be part of the URL path, like

https://payment.juston.cloud/pay/:link-id/to/:tenant

To define the URL alias:

  1. Click to access the App Launcher, and select Cash Management.
  2. Open the Global Configuration tab.

    Users who intend to access the global configuration must be assigned the System Administrator profile.

  3. Click Edit.

    This launches a screen flow that shows the global configuration input fields.

  4. In the Payment Page section, specify the intended alias in the New URL Alias field.

    The allowed characters include a-z, 0-9, -, _. The alias must not start with - or _ and can include up to 20 characters.

  5. Click Save to save your settings, then Finish to complete the screen flow.