Knowledge base: Salesforce, integrations & billing
Practical articles on Salesforce, integrations and how to get the most out of your CRM.
💶Billing PlatformRecurring invoicing for energy contracts: how to set it up
How do you automate recurring invoicing for energy contracts in Salesforce? From contract terms and intervals to reminders and direct debit.
✦AI Prompt BuilderChatGPT in Salesforce Flows without code: a practical guide
How to call a language model like ChatGPT from a Salesforce Flow, without Apex or middleware. What you need, how to build a prompt and what to watch out for.
💶Billing PlatformLinking hours and projects to invoicing: the problem every professional services firm has
Hours live in one system, invoices in another. What to settle before you link hours and projects to invoicing without retyping, and where it usually goes wrong.
💶Billing PlatformWhat does a Salesforce Billing managed app cost? Pricing and payback
What does an invoicing app in Salesforce really cost? An overview of the Billing Platform monthly prices and the costs beyond the licence you should factor in.
✦E-invoicingUBL, Factur-X or Peppol BIS: which e-invoice format does your customer expect?
UBL, CII, Factur-X, ZUGFeRD and Peppol BIS: what they are, how they relate and which e-invoice format you need to produce per country and customer.
✦AI Prompt BuilderThe new Agentforce Builder and Agent Script: what changes for your org
Since July 2026, new agents can only be built in the new Agentforce Builder, using Agent Script. What that means for your existing agents and how to approach a migration.
✦IntegrationsSalesforce data in Claude via MCP: what to sort out before you switch it on
Salesforce can be connected to Claude in more than one way. The question is not the technology but who sees which records. How to review your governance first.
✦E-invoicingE-invoicing in Germany: the sending obligation starts on 1 January 2027
Receiving e-invoices is already mandatory in Germany, and sending follows on 1 January 2027 above 800,000 euros in turnover. What that means, and why a Dutch supplier without a German establishment is not covered.
✦E-invoicingE-invoicing in the Netherlands: why 2030 is closer than it looks
The Dutch government is making e-invoicing mandatory from 1 July 2030, with a reporting obligation from 2031. What is settled, what is not, and why your decision comes sooner than you think.
✦SalesforceAgentforce switches itself on in Winter '27: what to check before it reaches you
Salesforce is enabling Agentforce automatically in existing orgs. Not a product announcement but a governance question: who gets access, what data can an agent see, and what does usage cost?
✦SalesforceSalesforce bundles AI, Slack and security into three new editions: what it means for your licences
Core, Advanced and Max have pushed Enterprise and Unlimited off the price list. What the new Salesforce editions cost, what they include, and what happens to your current contract.
🔗IntegratiesSalesforce is retiring the OAuth username-password flow: check your integrations now
On 20 February 2027, Salesforce retires the OAuth 2.0 username-password flow for connected apps. How to find out which of your integrations still rely on it, before they fail quietly.
✦SalesforceSalesforce security requirements in 2026: is your org in good shape?
Since 3 September 2026, MFA enforcement has been active in every production org, with a stricter requirement for admins. What applies now, and how to check that your org meets it.
✦SalesforceLightning Sync is going away: why you need to migrate to Einstein Activity Capture now
Microsoft starts switching off Exchange Web Services in October 2026. If your Lightning Sync runs on it, syncing stops. How to check, and how to migrate.
✦SalesforceGuest users in Experience Cloud: the permission setting behind the data thefts
Attackers are targeting public Experience Cloud sites. Not through a flaw in Salesforce, but through overly broad guest user permissions. Four settings you can check today.
✦E-invoicingFrench e-invoicing from 1 September 2026: what it does and does not ask of you
On 1 September 2026 France's e-invoicing mandate takes effect. What that means if you have French customers, and why the obligation works out differently for Dutch suppliers than is often claimed.
💶Billing PlatformSalesforce Billing vs. standalone invoicing software: an honest comparison
Invoice from Salesforce or buy a separate package? A level-headed comparison of both options, including the point where an integration stops being enough.
💶Billing PlatformWhy invoicing outside Salesforce is slowing down your revenue
Invoicing that lives apart from your CRM leads to double entry, slow payments and unreliable figures. Here is how to spot the signs and fix it.
💶Billing PlatformTracking MRR in Salesforce: the complete picture for SaaS companies
Tracking MRR in Salesforce keeps you out of stray spreadsheets and arguments about numbers. Which components to measure and how to derive them from contract data.
✦ImplementationThe complete checklist for a successful Salesforce implementation
A structured approach is the key to a successful Salesforce implementation. This checklist helps you on your way.
✦IntegrationsLinking Salesforce to Exact Online: what should you watch out for?
A connection between Salesforce and Exact Online saves time and prevents errors. We list the points to keep in mind.
🔍ConsultancyWhy independent Salesforce advice makes the difference
Not every extension or integration is in your interest. Independent advice ensures you invest in what truly works.
✦AI & InnovationSmarter business processes with Salesforce Agentforce
Agentforce lets you build AI assistants for sales, service and marketing without code. Discover how it works and where it adds value.
🏢DatasolverCompany data in Salesforce at the push of a button
Search by Chamber of Commerce number, VAT number, trade name or address and enrich records automatically with official data. Here's how Datasolver works.
📁SharePointConnect SharePoint to Salesforce: integration without extra storage
Connect SharePoint to Salesforce and manage documents from within Salesforce, stored in SharePoint. See which problems the integration solves and what it delivers.
📒Exact Online5 essential features of Influx for Exact Online
What makes the integration between Salesforce and Exact Online so powerful? These five features make the difference, from automatic customer sync to comprehensive logging.
✦IntegrationsFive Steps to Smart Salesforce Integrations That Truly Automate
An integration is only valuable when it takes work off your hands. Five steps to connections that genuinely automate your business.
📒Exact OnlineAll your customer data in one place with the Exact Online connector
Stop with duplicate entry and fragmented data. With the connection between Salesforce and Exact Online, everyone works from the same, up-to-date customer details, from quote to invoice.
🏢DatasolverEnriching existing company data in Salesforce
A cluttered database full of outdated accounts? Discover how to enrich existing Salesforce records automatically and keep them reliable.
✦AI & InnovationSalesforce Einstein GPT: AI built into your CRM
From quick service answers to generated sales emails and marketing content: discover what Einstein GPT does for you within Salesforce.
💶Billing PlatformWhat can you do when you start invoicing from Salesforce?
Invoicing from Salesforce saves time and prevents errors. A complete overview of what the Billing Platform can do for you.
📁SharePointHow does file migration to SharePoint work?
Bringing years of Salesforce files over to SharePoint? Discover how a controlled, phased migration unfolds, without data loss or disruption.
📒Exact OnlineWhich Data Should You Synchronise Between Salesforce and Exact Online?
From accounts and products to invoices, payment status and the general ledger: a complete overview of what you connect between Salesforce and Exact Online.
🏢DatasolverHow Datasolver's automatic checks keep your CRM up to date
Company data changes constantly. Discover how automatic periodic checks flag changes and keep your Salesforce data reliable.
✦CRM StrategyHow do you choose the right CRM partner?
A CRM project lives or dies by your partner. The role a good partner plays and what to look out for when making your choice.
💶Billing PlatformHow does the automated reminder system in the Billing Platform work?
Outstanding invoices cost you cash flow. Discover how the multi-stage reminder system shortens your accounts receivable period, without manual chasing and while preserving the customer relationship.
✦IntegrationsFrom disconnected systems to a single source of truth with Salesforce integrations
Sales in Salesforce, finance in Exact, time tracking separate and orders in Excel? Discover how to bring it all together into one Single Source of Truth.
📒Exact OnlineHow often is data synchronised?
Real-time or on a schedule? Discover how to set the synchronisation frequency per object and stay in control of performance and timing.
🏢DatasolverKvK SBI updates: the new SBI 2025 classification
The Dutch Chamber of Commerce is introducing the SBI 2025 classification, under which ~75% of registrations will receive a new SBI code. What that means for your data.
✦CRM StrategyComponents of CRM: the 3 that decide success (behaviour, processes, technology)
The components of a CRM system are behaviour, processes and technology. What each component does and why technology alone does not make a CRM succeed.
💶Billing PlatformHow does language detection for invoices work in the Billing Platform?
International customers expect an invoice in their own language and in line with their local rules. Discover how the Billing Platform handles this automatically.
📁SharePointHow Our Integration Delivers Secure, Structured Data
Permission synchronisation, automatic folders and metadata: discover how the SharePoint connector keeps your documents both secure and organised.
✦E-invoicingE-invoicing in Belgium 2026: Peppol-compliant with Salesforce & Exact
From 1 January 2026, e-invoicing via Peppol is mandatory for Belgian B2B. Discover what that means and how to become compliant with Salesforce and Exact Online.
🏢DatasolverKeep your company information up to date with Trade Register data
Companies change more often than you think. Discover how a smart integration with the Chamber of Commerce keeps your Salesforce data automatically up to date.
✦CRM StrategyThe Benefits of Salesforce: Why It's the CRM Choice for Your Business
From better sales and service to integrations, GDPR compliance and scalability: the key benefits of Salesforce at a glance.
💶Billing PlatformHow does automatic direct debit work in the Billing Platform?
From invoice to collected payment, fully automatic. Discover how the collection process, with smart retry logic, delivers a stable cash flow.
📒Exact OnlineResolve IT wins the Exact Golden Luca 2025 (Level 4)
Our Exact integration has been awarded the Golden Luca at the highest level. What the award means and what it means for you.
✦IntegrationsSalesforce API: extending your platform with custom integrations
When standard connectors fall short, the Salesforce API offers a solution. What you can do with it and what to watch out for.
🏢DatasolverOptimise your market segmentation with SBI codes and trade names
Can you really define your ideal customer in Salesforce? With automatically enriched SBI codes and trade names, you segment based on actual business activity.
✦E-invoicingLooking up a Peppol identification number from within Salesforce
Without the correct Peppol ID, your e-invoice won't arrive. Discover how to look up Peppol IDs directly from within Salesforce and make your data e-invoicing-proof.
✦IntegrationsSalesforce connectors: what they are and when to use them
What is a connector, how does it differ from an integration, and when do you choose off-the-shelf versus custom? A clear overview.
💶Billing PlatformCan the Billing Platform integrate with my ERP system?
The Billing Platform integrates with Exact Online, Unit4 Multivers and Microsoft Dynamics. One logical flow, no parallel administrations.
🏢DatasolverValidating European VAT numbers in Salesforce with VIES
Avoid back-taxes and fines. Discover why VAT validation via VIES is essential and how to build it directly into Salesforce.
✦CRM StrategyYour CRM as a growth accelerator
A CRM is not a static archive but a growth engine. Discover how a strategic roadmap lets your Salesforce environment grow alongside your ambitions.
💶Billing PlatformWhat reporting capabilities does the Billing Platform offer?
From MRR to outstanding items and expiring contracts: discover how the Billing Platform's real-time reports and dashboards enable better decisions.
🔍ConsultancyHow Resolve IT makes you succeed with Salesforce
From a strong foundation to ongoing guidance: our approach delivers lasting results, not just a go-live.
✦IntegrationsAutomating business processes: 75% less manual work
How PayPlaza made its administrative processes 75% faster, which processes suit automation best and where to begin in your own organisation.
🔍ConsultancyHow to get end users to embrace Salesforce
The best implementation fails without adoption. Practical tips, from leading by example at management level to key users, to get your team really using Salesforce.
✦IntegrationsIn a digital world: why wouldn't you choose efficiency?
Manual invoicing costs days and money. Discover why automated efficiency is no longer a luxury, but a necessity.
🔍ConsultancyWhat Can You Expect from Our Salesforce Audit?
An audit reveals where your Salesforce environment can do better, from security and data quality to unused functionality. Here's what it delivers.
🔍ConsultancySalesforce data migration: best practices for a smooth transition
A migration in three phases: preparation, migration and quality control. The best practices for clean, reliable data in Salesforce.
💶Billing PlatformThe impact of our Billing Platform on customer satisfaction
Invoices are often the last point of contact. Discover how error-free, clear and flexible invoicing raises your customer satisfaction.
💶Billing PlatformIs it possible to send invoices from Salesforce?
By default, Salesforce cannot send invoices, but with the Billing Platform it can. Discover how you go from deal to sent invoice.
✦CRM StrategyBuilding a sustainable future: how B2B companies can go green
From sustainable supply chains to digital transformation and ESG reporting: how B2B organisations are taking the lead in a greener economy.
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