An evidenced Salesforce Effective License Position
A Salesforce license compliance service makes sure you are licensed correctly, not lavishly. Salesforce true-ups are driven by user license type, permission set licenses, and feature licenses that accumulate unnoticed. We reconcile entitlement to real usage so you stop paying for Sales Cloud where Platform would do, and enter every renewal with an evidenced position.
Compliance is one part of our wider Salesforce licensing practice. A clean position is also your strongest hand in Salesforce negotiation and your best protection in Salesforce audit defense.
What We Reconcile
- Entitlements mapped to real, measured deployment
- Over-licensing reharvested and reclaimed
- Genuine gaps closed the lowest-cost way
- A defensible position before every renewal and audit
- Continuous monitoring so the position never drifts
Where Salesforce compliance breaks
Four areas drive most Salesforce exposure. Each is found and fixed before it becomes a claim.
User license right-sizing
Full CRM licenses are routinely assigned where Platform or community licenses suffice. We map roles to the cheapest sufficient license type.
Permission set licenses
PSLs and feature licenses stack silently. We reconcile what is assigned against what is used and reclaim unused entitlements.
Sandbox, API & limits
Sandbox tiers, API call limits, and storage add-ons inflate cost. We align consumption to entitlement and flag avoidable overage.
True-up discipline
Mid-term seat additions become permanent cost. We govern provisioning so true-ups reflect real need, not drift.
How our Salesforce compliance service works
1. Baseline ELP
We reconcile Salesforce user license types, PSLs, and add-ons against active usage to produce a clear entitlement position.
2. Remediate
We re-tier over-licensed users, reclaim unused PSLs, and right-size add-ons before renewal.
3. Monitor
We govern provisioning so license drift and true-up exposure stay controlled between renewals.
SaaS firm cuts Salesforce renewal 26% by re-tiering licenses
A usage reconciliation found hundreds of full Sales Cloud licenses assigned to users who only needed Platform, plus stacked permission set licenses no longer in use. Re-tiering and reclamation cut the renewal 26% with no loss of capability.
Effective License Position Handbook: Free Download
The framework we use to build a defensible ELP across Oracle, Microsoft, SAP, IBM, and more.
Know your Salesforce position before Salesforce does
Schedule a confidential assessment. We baseline your exposure and opportunity within 48 hours.