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5 Practical Steps to Optimize Your Salesforce Setup & Cost

1. Audit Your Licensesβ€”Only Pay for What You Need Licenses often represent the bulk of Salesforce costs, but many companies pay for unused or underutilized licenses. Action Steps: Go to Setup β†’ Company Information β†’ User Licenses to view active licenses. Identify inactive users or licenses assigned to roles that don’t need full access. Downgrade […]