CRM

Salesforce

The Solvimon native Salesforce app connects your CRM to your billing platform across the full quote-to-cash cycle: from pricing and quoting through subscription activation, invoicing, and renewal.

What’s included

The app installs directly into your Salesforce org and adds dedicated objects for quotes, subscriptions, invoices, customers, and payments. Sales teams work in Salesforce; Solvimon handles billing. Results flow back automatically.

FlowDirectionTrigger
Create quoteSalesforce → SolvimonManual, from Account or Opportunity
Create subscriptionSalesforce → SolvimonManual, from Opportunity or Customer
Create one-off invoiceSalesforce → SolvimonManual, from Customer
Customer updatesSalesforce → SolvimonAutomatic on change
Sync customersSolvimon → SalesforceScheduled or manual
Sync subscriptionsSolvimon → SalesforceAutomatic
Sync invoicesSolvimon → SalesforceAutomatic
Sync paymentsSolvimon → SalesforceAutomatic

Custom objects

The app adds the following objects to your Salesforce org:

ObjectDescription
Quote__cQuotes created for customers
Subscription__cActive and historical subscriptions
Invoice__cInvoices generated in Solvimon
Customer__cCustomers synced from Solvimon
Payment__cPayment records
Product__cProduct catalog
Pricing_Plan_Version__cPricing plan definitions
Billing_Entity__cLegal entities issuing invoices

Next steps

Installation & setup

Connect your Salesforce org to Solvimon and run the initial data sync.

Quotes

Create and track quotes directly from Account or Opportunity records.

Subscriptions

Activate subscriptions from Opportunities and track billing write-back.

Invoices & payments

View invoice status and payment tracking inside Salesforce.

Field mapping

Configure which Solvimon fields map to which Salesforce fields.

Permissions

Assign the right permission sets to your team.