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

# Subscriptions

Create subscriptions directly from a Salesforce Opportunity and track their full lifecycle, including billing dates, status, and invoices, without leaving your CRM.

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## Creating a subscription from an Opportunity

When a deal closes, you can activate a subscription directly from the Opportunity record. Click **Create Subscription** on the Opportunity. Customer and product data from the deal pre-populates the subscription form, so your team does not need to re-enter information that already exists in Salesforce.

The embedded Solvimon interface opens inside Salesforce, where you confirm billing terms, start date, and pricing before activating.

![](/_fern-img/d96944e341370406d5e8afdce8ee68286b453ae7c8fce2fcd340aa32569c6961.webp)

You can also create a subscription directly from a `Customer__c` record if the subscription is not tied to a specific Opportunity.

## What syncs back to Salesforce

Once a subscription is active in Solvimon, the following data is available on the corresponding `Subscription__c` record in Salesforce:

| Field           | Description                       |
| :-------------- | :-------------------------------- |
| Subscription ID | Solvimon subscription reference   |
| Status          | Current subscription status       |
| Start date      | Subscription start date           |
| End date        | Subscription end or renewal date  |
| Billing period  | Billing cycle configuration       |
| PO number       | Purchase order reference          |
| Customer        | Linked Salesforce Customer record |

Invoices generated for the subscription are created as linked `Invoice__c` records and update as payments are collected. Additional fields can be mapped to Salesforce via the [field mapping](./field-mapping) configuration.

## Subscription statuses

| Status    | Meaning                          |
| :-------- | :------------------------------- |
| Active    | Subscription is billing          |
| Paused    | Billing temporarily suspended    |
| Cancelled | Subscription terminated          |
| Expired   | Reached end date without renewal |

## Viewing a subscription

Open any `Subscription__c` record and click **View Subscription** to open the full subscription detail in the embedded Solvimon interface, including billing schedule and invoice history.

![](/_fern-img/3935a9ef7847d229c415c3f1c5bc8fb5963a2f36917c6cdf05d034fe71ccc655.webp)