Answer 7 questions to identify Salesforce licence savings across editions, user types, and add-on products.
📘 This guide is part of our Salesforce Licensing Knowledge Hub — your comprehensive resource for Salesforce licensing, compliance, and cost optimization.
$300
UE Per User/Mo
7
Questions
3 min
To Complete
Question 1 of 7Salesforce Optimisation
Question 1 of 7
👥
How many total Salesforce licences does your organisation have?
Larger counts mean larger optimisation opportunities.
Under 100 licences
100-500 licences
500-2,000 licences
2,000+ licences
$10/user/month saving = $240K+/year
Question 2 of 7
📊
What percentage of users logged in during the last 30 days?
Industry average: 20-30% of licences show no login activity in any 30-day period.
90%+ active
70-90% active
50-70% active
30-50% potentially unused
Under 50% or unknown
Question 3 of 7
💼
Do all users need the same Salesforce edition?
Not all users need Unlimited ($300/mo). Some may only need Professional ($80/mo) or Platform ($25/mo).
Editions already right-sized by role
Mostly appropriate with exceptions
All on same edition regardless of need
All Unlimited — never evaluated
Question 4 of 7
⚙️
Do you have integration-only or reporting-only users?
These users can use Platform ($25/mo) instead of full CRM licences — 80-90% savings.
No — all need full CRM access
A few identified
Likely many report/dashboard-only users
Never assessed user workflows
Question 5 of 7
📦
How many add-on products do you pay for?
Common add-ons: CPQ, Marketing Cloud, Service Cloud, Data Cloud, Shield, Einstein.
0-2 add-ons, all used
3-5 add-ons, most used
5-10 — utilisation unclear
10+ or unknown count
High shelfware probability
Question 6 of 7
📋
Do you have a process for reclaiming departed employee licences?
Without auto-deprovisioning, ghost licences accumulate. Typical ghost rate: 5-15%.
Automated — SSO/HR deactivates on departure
Semi-automated — IT handles within a week
Manual — delays common
No process — licences rarely reclaimed
Question 7 of 7
🔍
When was the last full Salesforce licence review?
User roles change. Licences appropriate at deployment may no longer match needs.
Within last 6 months
6-12 months ago
1-2 years ago
Never
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