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, and
- explicitly allowed accessing the Global Configuration dialog.
- Enabling access to the Global Configuration dialog
- Defining the platform integration user
- Defining an organization web link alias
- Adjusting the payment page logo and colors to your corporate design
Enabling Global Configuration Access
In addition to be assigned the System Administrator profile, users who intend to access the global configuration must be explicitly allowed to access the Global Configuration dialog – preferably, using a dedicated permission set.
To enable the access to the Global Configuration dialog:
-
Create a dedicated permission set.
For details, see Create Permission Sets in the Salesforce Help.
-
In the new permission set, click Flow Access in the Apps section.
- Click Edit.
-
Select
JPAY1.Global Configuration
and move it to the Enabled Flows column. -
Click Save.
-
Assign the permission set to the relevant users.
For details, see Assign Permission Sets to a Single User in the Salesforce Help.
Together with the System Administrator profile, this makes the Global Configuration dialog available for the selected users.
Defining Platform Integration User
JustOn Cash Management exposes websites via Heroku, like the payment page or the API. All data management, however, takes place on Salesforce, as explained in App Overview.
Your business use cases may involve relevant features. In this case, you must define 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 via these websites.
To define an integration user:
-
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. -
Click to access the App Launcher, and select Cash Management.
-
Open the Global Configuration tab.
Users who intend to access the global configuration must be assigned the System Administrator profile and explicitly allowed accessing the Global Configuration dialog.
-
Click Edit.
This launches a screen flow that shows the global configuration input fields.
-
In the Platform Integration section, select the intended integration user in the
New User
field. - Click Save to save your settings, then Finish to complete the screen flow.
Defining Organization Web Link Alias
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:
- Click to access the App Launcher, and select Cash Management.
-
Open the Global Configuration tab.
Users who intend to access the global configuration must be assigned the System Administrator profile and explicitly allowed accessing the Global Configuration dialog.
-
Click Edit.
This launches a screen flow that shows the global configuration input fields.
-
In the Platform Integration 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. -
Click Save to save your settings, then Finish to complete the screen flow.
Adjusting Payment Page Design
Usually, your organization has defined a corporate design including a logo and colors. Depending on your requirements, you can adjust the appearance of the payment page to match your design, adding your logo, modifying its colors or – for advanced customizations – adding custom CSS styles.
Info
Since a corporate design is not locale-specific but valid globally, the logo and color customization is part of the global configuration.
To customize the payment page logo and colors:
- Click to access the App Launcher, and select Cash Management.
-
Open the Global Configuration tab.
Users who intend to access the global configuration must be assigned the System Administrator profile and explicitly allowed accessing the Global Configuration dialog.
-
Click Edit.
This launches a screen flow that shows the global configuration input fields.
-
In the Style Customization section, modify the colors as required.
-
In the corresponding fields, specify the hex numbers of the intended colors.
The available color options include:
Field Default Value Resulting Color Header Color #3ebaec
Background Color #f4f4f4
Main Color #445566
Secondary Color #5484af
-
Optionally, specify additional CSS styles in the
Custom CSS
field to provide advanced customization options.Use this, for example, to adjust the logo display options.
-
Select the
Apply Styles
checkbox.Due to particular Salesforce flow conditions, the
Apply Styles
checkbox is unchecked each time you edit the configuration. Make sure to select the checkbox again if you change any styles.
-
-
In the Logo Customization section, upload a logo file and select the intended logo display option.
The available options include:
Option Description Off No logo will be displayed. Default Displays the default (JustOn) logo and paper plane. Custom Displays your custom logo, if uploaded, without showing the paper plane. -
Click Save to save your settings, then Finish to complete the screen flow.
This saves the specified configuration.
Once your customization is available and activated, JustOn Cash Management displays the payment page applying your styles.