Salesforce family

The Salesforce family page shows information about all related services from Salesforce, providing a consolidated view that helps you find optimization opportunities across the Salesforce family subscriptions.

In addition to the information shown on the Family page for all other product families in SaaS, the Salesforce family page includes additional capabilities.

note

For users who do not have a Salesforce connector configured, the Salesforce family page will not be available as there are no values to retrieve from the connector database.

Organizations tab

The Organizations tab shows all your organization’s Salesforce subscriptions and cost insights overview in a single holistic view. Using this overview, you can optimize your subscriptions by reallocating and distributing any unused subscriptions across the organizations that require renewals.

note

Some Salesforce Enterprise Licensing Agreements or Multi-Org Agreements allow customers to reallocate licenses between different organizations. Please check with your Salesforce Account Executive if your contract includes this flexibility.

You can also have a better visibility of the specific subscriptions allocated to your organizations using the Subscriptions drop-down menu at the top of the page.

Subscriptions tab

The Subscriptions tab includes additional metrics related to your subscriptions in Salesforce. For better visibility, the table includes a Subscription type column that further provides classification of your subscriptions based on the different licensing methods below:

• The User subscription type defines the baseline features a user can access within Salesforce.

• The Permission set subscription type grants access to additional features for users with an existing User subscription type.

• The Feature subscription type grants access to specific Salesforce features that are not included in the baseline User type.

Additional filtering capabilities within the Subscriptions tab enable you to view how your subscriptions are categorized by their respective organizations.

Subscription SKU mapping

You can add SKU names to your entitled Salesforce subscriptions to enhance traceability and map your purchased subscriptions to their corresponding provisioned subscription names. To do so:

1. Go to the Subscriptions page and select your intended Salesforce subscription.

2. On the Actions menu, select Edit.

3. Under Details, enter a SKU name for your subscription and then select Save.

   In the Subscriptions table on the Salesforce family page, you will see your added SKU name displayed against the edited subscription.

tip

You can also edit a subscription from the Details tab on the individual subscription page.

Consumptions tab

The Consumptions tab for Salesforce provides an overview of consumption-based subscriptions by name, ratio of consumed to total purchased subscriptions, the remaining units, usage date, and the frequency of subscriptions renewed.

Users tab

The Users tab includes additional fields that detail Salesforce user profiles and roles. These details determine users' access levels. The Profile defines what users can do, while the Role defines what users can see in Salesforce. Understanding user roles and profiles in Salesforce is important for subscription governance, operational efficiency, cost optimization, and compliance.

Salesforce family: reference

See the table below for descriptions of table columns that are unique to the Salesforce family page.

Table column	Description
Alias	The unique nickname of the user. This value comes from Salesforce.
Consumption	The name of the Salesforce consumption.
Frequency	The column indicates how often the tenant's subscription data is automatically reviewed to see how much of the subscription has been used.
Locale	Indicates the regional and language preferences of the user to ensure personalized content is provided. This value comes from Salesforce.
Organization name	The name of the organization that your subscriptions belong to.
Organizations	The organizations that your subscriptions belong to.
Profile	The user access profiles associated with a Salesforce user. The profile specifies the access level defined by Salesforce, detailing the user's permissions for fields, objects, and features within the database. This value comes from Salesforce.
Remaining	The number of subscriptions remaining out of the total purchased amount.
Role	Roles associated with the user in Salesforce.
SKU names	The name of the SKU given to a tenant's Salesforce entitlement.
Subscription type	The unique subscription for which you have purchased a specific quantity. The Salesforce subscription types are categorized by User, Feature, and Permission Set licensing methods.
Total organizations	The total number of organizations associated with a user's Salesforce subscription.
Usage	The ratio of the consumed subscriptions to the total purchased amount.
Usage date	The date an event occurred that deducted from the tenant's usage-based entitlement. This value comes from Salesforce.
User ID	The user ID of a Salesforce user. This value comes from Salesforce.
User type	The type of user in Salesforce. This value indicates the access level and the permissions assigned to a Salesforce user. This value comes from Salesforce.
Yearly cost	The total yearly purchased value for the subscriptions in the organization.