License right-sizing matches the licenses, edition and add-ons you pay for to the work each person actually does in Salesforce.
Salesforce Select Partner · 30+ Salesforce certifications · Independent advice
Salesforce license right-sizing backed by how your people use the org.
We analyze logins, feature use and license assignments, then show which licenses, editions and add-ons fit each role, so you go into your Salesforce renewal with evidence.
See what we analyze
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT
New to Salesforce license right-sizing?
What is Salesforce license right-sizing?
It starts from usage data in your org: logins, records touched, features used and licenses assigned.
You take the findings to Salesforce. Salesforce owns your contract and pricing; we provide the evidence and the advice.
Where you are starting from
Why are you looking at your Salesforce licenses?
What is prompting the review?
- Path 01A renewal
Renewal coming up
The contract renews soon and you want to know what you need.
- Usage evidence before the first call
- A list of questions for Salesforce
- Time to act on findings first
- Path 02Rising cost
The bill keeps growing
Licenses were added over the years and nobody removed any.
- Inactive users found
- Unused add-ons listed
- Assignment rules for joiners and leavers
- Path 03A change
The business changed
A merger, a restructure or a new cloud changed who uses Salesforce.
- Roles mapped to license types
- Edition fit checked
- Two orgs compared if needed
A license position you can explain, line by line, at the renewal
What we do
What does a Salesforce license review include?
Seven pieces of analysis, each with a finding you can take to your account team.
- LIC-100
Usage analysis
Logins, record activity and feature use per user.
- LIC-200
Inactive users
Leavers, never-logged-in users and duplicate accounts.
- LIC-300
Permission set licenses
Each assignment checked against the feature it unlocks.
- LIC-400
Feature licenses and add-ons
What you pay for compared with what is used.
- LIC-500
License type by role
Each role matched to the license its work needs.
- LIC-600
Edition fit
Features and limits you rely on, checked against your edition.
- LIC-700
Renewal pack
Findings, evidence and questions for Salesforce.
Usage analysis
How do you find unused Salesforce licenses?
We narrow from every license you own to the ones each person needs.
- 01Owned
Every license, permission set license and add-on on the contract.
- 02Assigned
Which of those are assigned to a user today.
- 03Active
Which users have logged in and worked recently.
- 04Used
Which features each active user actually touches.
- 05Needed
The license type each role needs, agreed with the business.
Roles to licenses
Which Salesforce license does each role need?
A typical mapping. Your contract and the current Salesforce license terms decide what is allowed, so every change is checked with your account team.
Role
- Sales rep
- Service agent
- Approver who views and approves
- Partner or customer
- System integration
License type
- Sales or Service Cloud user license
- Salesforce Platform license
- Experience Cloud license
- Salesforce Integration user license
Check object access
Platform licenses do not include every standard CRM object, so we check what each role opens.
Integrations get their own user
API-only integration users keep jobs off named employee seats.
External users
Partners and customers go through Experience Cloud, licensed by type and volume.
How it runs
How does license right-sizing run before a renewal?
Four phases. Start early enough to act on the findings before the renewal conversation.
- Start
Collect
One view of what you own and who holds it.
- Contract and order forms read
- License assignments exported
- Usage data pulled from the org
- Analysis
Analyze
Find the gaps between paid and used.
- Inactive users listed
- Add-ons and feature licenses checked
- Roles mapped to license types
- Before renewal
Clean up
Fix what you can fix yourself.
- Leavers deactivated
- Assignments corrected
- Joiner and leaver steps updated
- Renewal
Prepare
Go into the conversation with evidence.
- Findings pack
- Questions for your account team
- Edition options to ask about
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Salesforce license setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
ManufacturingDependable CRM and ERP Operations for an Industrial Equipment ManufacturerSalesforce and Certinia ERP for an industrial equipment manufacturer: multi-month cleanup and troubleshooting, data integrity and ERP fixes, change management and production support.Salesforce Platform · Certinia ERP · Certinia PSA · FlowRead the story 
Communications, Media & TechnologyStable, Dependable Customer Service Operations for a Telecommunications ProviderService Cloud for a US telecommunications provider: troubleshooting and remediation, case process improvements, configuration, defect resolution and managed support.Service Cloud · Salesforce Platform · Case Management · FlowRead the story 
NonprofitContribution Reporting the Board Can Trust for an Environmental NonprofitSalesforce for an Australian environmental nonprofit: 14 reports and KPI dashboards for financial, in-kind and volunteer contributions, and 553 historical records corrected and reimported.Salesforce Platform · Reports and Dashboards · Data Loader · FlowRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified
Frequently asked questions
Salesforce license right-sizing, answered.
Straight answers about usage data, renewals, editions and who you negotiate with.
An advisory review that compares the licenses, edition and add-ons you pay for with how your users work, then recommends changes and prepares evidence for your renewal.
No. SynconAI is a consulting partner and does not resell licenses. Salesforce owns your contract and pricing. We give you the evidence and advice for your own conversation with Salesforce.
We cannot promise a figure. Savings depend on your contract terms and what Salesforce agrees at renewal. The review shows exactly where licenses and usage do not match.
From login history, record activity and license assignments in your org, checked against your HR or directory list of leavers. Nothing is deactivated without your approval.
A Salesforce license that unlocks a specific feature for a user, on top of their user license. They are often assigned widely and used by few.
Early enough to clean up and confirm findings before the renewal conversation begins. The proposal sets dates around your renewal date.
We show which features and limits you rely on and how they map to editions. Your Salesforce account team confirms current editions, terms and pricing.
Salesforce, Sales Cloud, Service Cloud and Experience Cloud are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm, is not affiliated with or endorsed by Salesforce, Inc., and does not resell Salesforce licenses.
Free architect conversation
Talk to an architect, not a sales rep.
60 seconds to brief us. A certified architect replies within one business day.
