Slaesforce FAQ

how to reduce salesforce licensing cost

by Prof. Zion Swaniawski Published 2 years ago Updated 2 years ago
image

How to Reduce Your Salesforce Licensing Cost Smartly

  • Pay for Only What You Need. “The more, the better” sounds good in general but doesn’t suit Salesforce license pricing. ...
  • Use Force.com Licenses. Your organization can save on Salesforce licensing cost by purchasing Force.com licenses instead of Salesforce Enterprise Edition licenses.
  • Adopt Salesforce Modular Build License Approach. If you don’t want to have it all at once, Salesforce also offers a flexible Salesforce License Pricing scheme for you.
  • Embrace Pro-Active Management of Users. Whichever license you take, you still can get only one user to log in with one license. ...
  • Try Negotiation - A human Tactic. Keep track of actual app usage over time. ...
  • Use a Third-Party Customer Portal. Sometimes, a third-party customer portal can help cut down on your Salesforce licensing cost. ...
  • Over to You. It’s pretty evident that understanding Salesforce License Pricing is not a cakewalk. ...

How to Reduce Your Salesforce Licensing Cost Smartly
  • Pay for Only What You Need. ...
  • Use Force.com Licenses. ...
  • Adopt Salesforce Modular Build License Approach. ...
  • Embrace Pro-Active Management of Users. ...
  • Try Negotiation – A human Tactic. ...
  • Use a Third-Party Customer Portal. ...
  • Over to You.
Jan 21, 2021

See more

image

How do I optimize a Salesforce license?

To optimize your Salesforce licenses, your business has to actively manage users. Every license taken allows for a one-user log-in. If that person no longer requires it and it is deactivated, you have the option of logging a License Reduction request. This is only if you are not reassigning the license to another user.

How much does a Salesforce license cost?

Salesforce CRM PricingEssentialsProfessionalStarting Price (per user per month, billed annually)$25$75Max Users10UnlimitedLead Management✔✔Opportunity Management✔✔9 more rows•Feb 2, 2022

Does Salesforce charge for unused licenses?

You won't be billed beyond the available licences, you're just billed for the licences you have. That said, you may not be using all of your licences if you have deactivated some users and not added new users.

How much does a single Salesforce license cost?

DealsNamePriceSales Essentials Edition$25.00Per MonthProfessional Edition$75/user/month*Enterprise Edition$150/user/month*Unlimited Edition$300/user/month*Apr 26, 2022

Can I use Salesforce for free?

Salesforce does not offer a free version of their software, so users are stuck between three different pricing plans.

Who is Salesforce biggest competitor?

The list of top Salesforce competitors include:Microsoft Dynamics 365 for Sales. ... Sugar Sell. ... Insightly. ... HubSpot Sales. ... Pipedrive. ... Oracle CX Sales. ... Pipeliner. ... SAP Sales Cloud.More items...•

What is Salesforce Rul?

Salesforce uses RULs to address scenarios where you have a group of users with a limited or specific use case. The customer can't justify the cost of a full license and a RUL license allows Salesforce to come to the table with a solution (i.e. “right size” the license for the requirement).

How do I delete a user license in Salesforce?

From Setup, in the Quick Find box, enter Users , and then select Users. Click the name of the user whose permission set license you want to remove. In the Permission Set License Assignments related list, click Del next to the permission set license that you want to remove, and then click OK.

Which type of license defines user level functionality?

The user license determines the functionality that the user can access. Permission set licenses define user-level features, but while a user can have only one user license, the user can be assigned multiple permission set licenses.

Is Salesforce worth the money?

To conclude, Salesforce is a great option for businesses that are preparing for or expecting fast growth. Without the right CRM, growth can be a difficult change to navigate. However, Salesforce makes it not only but possible, but straightforward and enjoyable too.

What are the different types of Salesforce licenses?

Salesforce offers these license types.Standard User Licenses.Chatter User Licenses.Experience Cloud User Licenses.Service Cloud Portal User Licenses.Sites and Site.com User Licenses.Authenticated Website User Licenses.

Do small businesses use Salesforce?

Salesforce has more than 150,000 customers, many of which are small businesses. Once a small business itself, Salesforce got off the ground by serving small business needs. Today, some of the biggest companies in the world rely on Salesforce but still, many of its customers are startups and small businesses.

How to reduce Salesforce licensing cost?

To reduce your overall Salesforce licensing cost, you can pick an edition that has the features you need. Later as you expand and need more functionality, you can integrate add-on offerings. There are various functionalities like mobile functionality, visual workflow, community portal etc. that come for extra charge.

Is Salesforce licensing a cakewalk?

It’s pretty evident that understanding Salesforce License Pricing is not a cakewalk. Nevertheless, you can always prevent extra expenses in the licensing cost by following smart tips and using a portal.

How to reduce Salesforce licensing cost?

To reduce your overall Salesforce licensing cost, you can pick an edition that has the features you need. Later as you expand and need more functionality, you can integrate add-on offerings.

What is Salesforce license?

The Salesforce License provides full access to all the standard CRM apps and custom apps. In other words, it is full-blown access to anything and everything in CRM.

How much does Salesforce Enterprise cost?

While the Enterprise license costs you around $3000 USD per user per year, a Force.com license can cost as low as $300 per user per year. This means that your organization can save $2700 per user per year.

Why does Salesforce fail?

As a result, a large number of apps they install from Salesforce AppExchange, fail. The reason is the lack of complete understanding of Salesforce license pricing structure and failure to optimize licenses. To add insult to the injury, they sometimes end up paying more than they require for an app or more.

How to circumvent Salesforce license limitation?

A way to circumvent this limitation is “License Reduction”. You can log a case with “License Reduction” in the subject field. When a user is deactivated, you can follow it up. This way, you don’t need to re-assign the license to someone else. Organizations that have a large number of licenses can use this technique to reduce Salesforce Licensing Cost over time.

What is Salesforce Customer Portal?

Our Salesforce Customer Portal for Dynamics 365 is a fully scalable and flexible customer portal solution for Salesforce. It comes with robust ticket management, drag & drop builder, real-time notifications, access to unlimited customers, standard and custom object support, and more features that you seek in a portal.

Which is better: Salesforce Enterprise or Platform Lite?

In case you need full access to standard CRM, Salesforce Enterprise Edition is the ideal choice for you.

When is Salesforce webinar 2021?

However, that’s not all. We’ve saved some secrets for our live webinar – 30 minutes to best optimize your Salesforce license cost and Usage – scheduled for July 16th, 2021 at 3 PM IST.

What are the different types of licenses?

Not having a proper understanding of licensing structure can result in heavy spendings on features that you rarely use. Below are the various types of licenses for your consideration: 1 User Licenses defines a baseline of features that users can access. 2 Permission Set Licenses incrementally allow a user to access features. 3 Feature Licenses enable users to access additional features. 4 Usage-Based Licenses allow limited resources that can be used periodically.

Salesforce Products & Optimization Opportunities

Each Salesforce product has a different licensing model and there are vast opportunities to mix and match Product Editions, Additional Support Plans, and Add-ons. Based on the business priorities and feature needs, an organization can find the ‘perfectly optimized plan’.

Implementing the Right Edition and License Type

Determining which Salesforce Edition will be right for your business is a tough task. Not knowing the basics of Edition and Licensing structure can leave you puzzled or worse, spending more on a feature that you will use sparingly.

Strategy to Determine the Right Set of Licenses

Unless organizations gain transparency into the user’s login activity, it’s only guesswork to find which licenses are needed for them to get the job done. Hence, start with:

Approach to Optimize Salesforce License Usage and Costs

Going with the right license purchase/renewal can save from unanticipated or hidden expenses.

Salesforce License Usage and Operational Opportunities

More often than not, organizations are overspending on their Salesforce setup, failing to realize potential ROI. Under-utilized licenses are a major pain point in overshooting expenses.

Best Practices for Purchased License Optimization

Periodically reviewing Salesforce license usage accelerates new findings and opportunity areas for optimization. A high-level review includes:

Driving User Adoption through Engagement

Involve key stakeholders every step of the way, take their inputs in the design phase, and incorporate them into the system.

I can't imagine my life without Salesforce. Learning to admin Salesforce was the best decision I ever made

4 Years ago I was working in a non profit doing mostly data entry in to Salesforce. I had been working for 4 years out of college and was barely making a little over minimum wage. In 3 years, I went from making $35,000 to $250,000 full comp.

Just Pass The Admin Exam at My First Attempt!

Hi guys, just want to share the good news, and to thank all the friends who have helped me in my other posts!

I don't feel like a real developer with Salesforce

Hey, guys. First time posting on this subreddit and, depending on how my ideas develop on the upcoming weeks/months, maybe also the last one too.

What is the most impactful project you worked on this year?

I'll start. Haven't been in my current position long, but I recently configured Snapshot reports for the major standard objects in my org which we're using to analyze pipeline change and data quality over time. This was well received by my team.

Why is it called "Lightning App Builder" if you only use it to build Lightning App pages?

It seems to me like the actual apps are built in the app manager and then the pages that go into the app are built in the app builder.

If you had 6 months to find a job, how would you approach your job search?

Say you have no IT or SF background, but you have the admin cert. What would be the best possible approach to find a job? My idea is:

What should be the 2nd certification I pursue after the Admin 201?

Hi guys, I'm an Salesforce end-user for 2 years. I have 10 years of experiences in Marketing and have a 6-month programming training background (java, python, etc). I will get my Admin 201 certification soon. As it's difficult to get a job with only a cert, I plan to continue working on my next cert.

How much does it cost to use Salesforce Community Licensing?

While the importance of engaging customers and partners as community users is well established, it comes at a significant price. in Salesforce you must pay a high licensing cost to avail this feature. In Salesforce Community Licensing model is designed on Logins. You need to purchase a specific number of logins to be used per month. Your external users consume one log in every day when they login to the Salesforce. Depending on the number of logins per month by your customers and partners, you might be paying somewhere between $150 per user per year if you are clocking around 200 logins per month and $75 per user per year if you register frequent activities from your external users and estimated footfall hovers around 20,000 per month. In terms of the actual cost, you are paying somewhere between $30,000 for 200 logins to $1.5 million for 20,000 logins per month. That’s serious money and when considering the activities of those external users are pretty much limited to getting access to Knowledge Articles and create/view Cases.

What are the challenges of Salesforce?

What are the challenges? 1 Communities in Salesforce are assigned access rights to specific Categories and Channels 2 Knowledge Articles and Cases are published for specific Categories and Channels (Customers, Partners etc.) 3 With no community license in place, you will not have access to these authorization modules in Salesforce. So, any user (in Office 365) while making a request to Salesforce may get access to unwanted information, that he/she may not have access to by design. 4 Knowledge Articles in Salesforce have many components that include binary attachments, images, links to binaries, rich HTML, etc. In Salesforce, when requested all these components are put together for rendition. While rendering these articles in Office 365 (SharePoint Online) the Salesforce rendition logic need to be replicated on Office 365

Why is SharePoint important in Salesforce?

All queries from SharePoint to Salesforce carry this information in order to fetch only the correct information for the requesting user.

Can you use Salesforce with no community license?

With no community license in place, you will not have access to these authorization modules in Salesforce. So, any user (in Office 365) while making a request to Salesforce may get access to unwanted information, that he/she may not have access to by design.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9