> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.solvimon.com/integrations/crm/salesforce/installation-setup/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server.

# Installation & setup

Getting the Solvimon app running in your Salesforce org takes four steps: install the package, connect to your Solvimon environment, sync your product catalog, and sync your customer data.

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## Prerequisites

* Salesforce org (Enterprise edition or above recommended)
* Solvimon account with a Platform ID and API key
* System Administrator profile in Salesforce to complete setup

## Setup

#### Install the package

Install the Solvimon managed package from the Salesforce AppExchange. Once installed, the **Solvimon** app appears in your App Launcher.

Open the app and navigate to the **Setup** tab to begin configuration.

![](/_fern-img/838718dc78f816d0c23cb3856c5d7027a10813efb07fd9b6b6cfe44b31e91172.webp)

#### Connect to Solvimon

Select your environment (**Test** or **Live**) and enter your credentials:

* **Platform ID**: found in Solvimon Desk under Settings → General
* **API key**: generated in Solvimon Desk under Settings → API keys

Click **Connect**. Solvimon validates the credentials and confirms the connection.

![](/_fern-img/0da316f0aeb62698fc82cbe2546c6e320682f9891ff5dab44ace3dc05f103455.webp)

> **Info**
>
> Use the Test environment to validate the integration before going live. Test and Live credentials are stored separately, so you can switch environments without reconfiguring.

#### Sync master data

Run **Sync Master Data** to pull your product catalog, billing entities, features, and payment configurations into Salesforce. This step is required before your team can create quotes or subscriptions.

The sync runs as a background job. Status and progress are shown in the setup panel.

#### Sync customer data

Run **Sync Customer Data** to pull your existing customers, subscriptions, quotes, invoices, and payments from Solvimon into Salesforce.

For new installations this populates your Salesforce records from Solvimon. You can re-run this step at any time to catch up with changes made outside Salesforce.

> **Note**
>
> After the initial setup, data stays in sync automatically. The manual sync is available for bulk catch-up scenarios.