Knowledge base: Salesforce, integrations & billing
Practical articles on Salesforce, integrations and how to get the most out of your CRM.
✦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.
📁SharePointIntegrating SharePoint and Salesforce: a seamless connection
Manage documents from within Salesforce, stored in SharePoint. Discover which problems the integration solves and what it delivers for your organisation.
📒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 StrategyThe 3 components of a successful CRM
Technology alone does not make a successful CRM. Behaviour, processes and technology together determine whether it works.
💶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: how to get started
Which processes suit automation best, what does it deliver and where do you begin? Including a practical example that produced a 75% time saving.
🔍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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