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 such as:

• The Organizations tab which 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.

• 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 enables you to view how your subscriptions are categorized by their respective organizations.