Subscriptions | Solvimon

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

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.

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 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.