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

Step 1: 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.

Step 2: 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.

Step 3: 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.

Step 4: 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.