Salesforce | Solvimon | Documentation

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.

Flow	Direction	Trigger
Create quote	Salesforce → Solvimon	Manual, from Account or Opportunity
Create subscription	Salesforce → Solvimon	Manual, from Opportunity or Customer
Create one-off invoice	Salesforce → Solvimon	Manual, from Customer
Customer updates	Salesforce → Solvimon	Automatic on change
Sync customers	Solvimon → Salesforce	Scheduled or manual
Sync subscriptions	Solvimon → Salesforce	Automatic
Sync invoices	Solvimon → Salesforce	Automatic
Sync payments	Solvimon → Salesforce	Automatic

Custom objects

The app adds the following objects to your Salesforce org:

Object	Description
`Quote__c`	Quotes created for customers
`Subscription__c`	Active and historical subscriptions
`Invoice__c`	Invoices generated in Solvimon
`Customer__c`	Customers synced from Solvimon
`Payment__c`	Payment records
`Product__c`	Product catalog
`Pricing_Plan_Version__c`	Pricing plan definitions
`Billing_Entity__c`	Legal 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.