Why this assessment exists

Salesforce routinely up-sells Enterprise and Unlimited editions to entire user populations where Professional or a Platform/App licence would fit the actual usage. Over-edition is the single largest structural over-spend in Salesforce portfolios — typically 15–35% of the per-user spend in unmanaged estates.

This assessment maps your edition posture by user population, feature utilisation, and licence blending opportunity. Built on 90+ Salesforce edition right-sizing engagements across financial services, professional services, retail, and manufacturing.

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Question 1 of 8

Have you segmented your Salesforce user population by role-based need (not by default edition)?

Enterprise/Unlimited gets applied to whole populations where many roles genuinely need only Professional or even a Platform licence. Segmentation is the foundation of right-sizing.

Question 2 of 8

Do you have feature-utilisation data per user population (last 90 days)?

Enterprise/Unlimited features that go unused across 90 days indicate edition mis-fit. Feature-utilisation data is the evidence for any downgrade conversation.

Question 3 of 8

Have you identified Enterprise/Unlimited users who could use Professional (or lower)?

Typical outcome: 15–40% of Enterprise/Unlimited users genuinely use only Professional-level features.

Question 4 of 8

Have you evaluated Platform / App Subscription licences for non-Sales/Service user populations?

Platform/App licences cost a fraction of full Sales/Service Cloud seats and cover many back-office, operations, and administrative users effectively.

Question 5 of 8

Are your Experience Cloud / Community users correctly licensed (external, partner, customer)?

Experience Cloud licence types (Customer Community, Partner Community, etc.) carry dramatically different costs. Mis-classification is a common over-spend lever.

Question 6 of 8

Is your sandbox allocation appropriately sized (Developer/Developer Pro/Partial/Full)?

Sandbox over-provisioning — especially Full Copy sandboxes — is a high-ticket shelfware item that compounds over renewal cycles.

Question 7 of 8

Are you on current Lightning editions (not legacy Classic/Lightning transitional editions)?

Legacy edition types (e.g. Lightning Platform Starter) may limit Platform licence options and inflate per-seat cost.

Question 8 of 8

Do you have a formal licence-blending strategy (mix of editions and Platform/App licences)?

A blended strategy explicitly mixes Professional, Enterprise, Platform/App, and Experience Cloud licences per population, rather than a single-edition approach.

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What happens next

When you click View your results, we'll ask for your name, work email, and company. We only accept corporate email addresses — no Gmail, Outlook.com, or other free providers — because this report is written for enterprise buyers and we use the domain to tailor the recommendations. Your email is never sold, shared, or used for anything other than delivering your report and (if you opt in) related Salesforce research.

Once you submit, you'll be redirected to a personalised report showing your overall score, risk band, the specific findings for each question where you scored 2 or higher, and the three most important actions to take before you sit down with Salesforce.

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