How to govern Inventory in Salesforce
A step-by-step guide to governing Inventory in Salesforce with Rencore: detect, review by owner and severity, and remediate with an audit trail.
Governing Inventory 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 Inventory.
Steps
-
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.
-
Detect with policies
Turn on the pre-built policies that cover Inventory in Salesforce to surface oversharing, sprawl, and misconfiguration on the first scan, before writing a single custom rule.
-
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.
-
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 Inventory
Grounded in the Rencore catalog. See the full Salesforce catalog on the Salesforce connector page.
-
Salesforce Org
Salesforce orgs that are configured to be scanned
-
Salesforce User
Users with access to the Salesforce org
-
Salesforce Profile
Profiles defining baseline permissions in the Salesforce org
-
Salesforce Permission Set
Permission sets that layer additional permissions onto users
-
Salesforce Permission Set Group
Permission set groups bundling multiple permission sets
-
Salesforce Connected App
Connected apps integrated with the Salesforce org
-
Salesforce OAuth Token
Third-party OAuth tokens granted by users in the Salesforce org
-
Salesforce Login History
Login events recorded for the Salesforce org
-
Salesforce Role
Roles in the Salesforce role hierarchy
-
Salesforce User License
User license pools and their consumption in the Salesforce org
-
Salesforce Permission Set License
Permission set license pools and their consumption in the Salesforce org
-
Salesforce Agent
Agentforce agents and Einstein bots defined in the Salesforce org
-
Salesforce Agent Version
Versions of Agentforce agents and Einstein bots
