Make Prudent Decisions When Increasing Your Salesforce Footprint – Phases 1-4

Author(s): Aadil Nanji, Scott Bickley, Melody Peng


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Salesforce licensing involves a vast and ever-growing portfolio of products with unique, separate licensing rules. Avoid overspending with a structured and defined approach that will benefit you for the whole Salesforce lifecycle.

This research will help you:

  • Understand and simplify product licensing options to help optimize spend.
  • Ensure appropriate contract type and specific terms and conditions are selected.
  • Navigate the purchase process to negotiate from a position of strength.
  • Understand the future of the cloud in your Salesforce licensing roadmap.
  • Manage licenses more effectively to avoid non-compliance as Salesforce audits, while less common, do occur.

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Make Prudent Decisions When Increasing Your Salesforce Footprint

Salesforce’s previous purchasing transparency has diminished, making it critical to understand licensing methods, and foreshadows compliance audits.

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