How to govern Costs in Salesforce
A step-by-step guide to governing Costs in Salesforce with Rencore: detect, review by owner and severity, and remediate with an audit trail.
Governing Costs in Salesforce means finding where it goes wrong, reviewing the findings by owner and severity, and remediating with an audit trail. Rencore covers this concern for Salesforce with the pre-built controls below, so it becomes a repeatable check rather than a one-off cleanup. The steps that follow apply the same detect, review, remediate loop to Costs.
Steps
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Inventory Salesforce
Connect Salesforce and let Rencore build a continuous inventory of its resources, owners, and configuration, so governance starts from what exists rather than a stale export.
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Detect with policies
Turn on the pre-built policies that cover Costs in Salesforce to surface oversharing, sprawl, and misconfiguration on the first scan, before writing a single custom rule.
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Review by owner and severity
Use the Salesforce reports to review findings by owner, category, and severity, and to share them with stakeholders who do not have a seat in the platform.
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Remediate and automate
Apply automations to fix findings at scale, route sensitive changes through approvals, and keep every action reversible and logged for the audit trail.
Salesforce controls for Costs
Grounded in the Rencore catalog. See the full Salesforce catalog on the Salesforce connector page.
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Salesforce user license pools below 60% utilization
Detects user license pools with more than 10 licenses that are less than 60% used
Severity: Medium -
Salesforce permission set license pools below 50% utilization
Detects permission set license pools with more than 10 licenses that are less than 50% used
Severity: Medium -
Salesforce users not logged in for 180+ days
Detects active users who have not logged in for over 180 days and may be reclaimable licenses
Severity: Medium -
Salesforce users by license
Shows how many users consume each user license type
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Dormant Salesforce Users (180+ days)
Shows active users who have not logged in for over 180 days
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Under-utilized Salesforce Licenses
Shows user license pools below 60% utilization
