Strategies to Best Optimize Your Salesforce License Cost & Usage

Did you know you can reduce Salesforce license cost by ~ 60% by switching to the right licenses?

With multiple Salesforce offerings available, selecting a suitable license at your budget can be difficult at times. However, with license optimization, you can maximize your software investments. To have a perfectly optimized plan, you should know about Salesforce license types.

License Types in Salesforce

Not having a proper understanding of licensing structure can result in heavy spendings on features that you rarely use. Below are the various types of licenses for your consideration:

1. User Licenses defines a baseline of features that users can access.
2. Permission Set Licenses incrementally allow a user to access features.
3. Feature Licenses enable users to access additional features.
4. Usage-Based Licenses allow limited resources that can be used periodically.

Determine the Right Set of Licenses in Salesforce

To determine your licensing needs, consider the following steps:

1. Collect user login data to gain complete information about product license usage.
2. Organize data based on community type, license type, and frequency of logins.
3. Reassign users to the most cost-efficient license type and measure the ROI from time to time.

Key Tips to Optimize Salesforce License Usage and Costs

1. Determine a license type and suitable edition.
2. Carry out periodic audits to identify the least optimized licenses.
3. Replace an unused license with a suitable one.
4. Contact renewal team to reduce license counts.
5. Explore Appexchange products and community licenses.

These are some of the pointers you must keep in mind while considering Salesforce for your business. However, that’s not all. We’ve saved some secrets for our live webinar –30 minutes to best optimize your Salesforce license cost and Usage – scheduled for July 16th, 2021 at 3 PM IST.

All attendees will get a free estimate of potential savings on their Salesforce licenses.