> 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/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server.

# 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.

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## 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](./installation-setup)

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

#### [Quotes](./quotes)

Create and track quotes directly from Account or Opportunity records.

#### [Subscriptions](./subscriptions)

Activate subscriptions from Opportunities and track billing write-back.

#### [Invoices & payments](./invoices-payments)

View invoice status and payment tracking inside Salesforce.

#### [Field mapping](./field-mapping)

Configure which Solvimon fields map to which Salesforce fields.

#### [Permissions](./permissions)

Assign the right permission sets to your team.

## Docs

- [Installation & setup](https://docs.solvimon.com/integrations/crm/salesforce/installation-setup.md)
- [Quotes](https://docs.solvimon.com/integrations/crm/salesforce/quotes.md)
- [Subscriptions](https://docs.solvimon.com/integrations/crm/salesforce/subscriptions.md)
- [Invoices & payments](https://docs.solvimon.com/integrations/crm/salesforce/invoices-payments.md)
- [Field mapping](https://docs.solvimon.com/integrations/crm/salesforce/field-mapping.md)