“Salesforce runs $165+ per user per month — and most orgs have no idea how many of those seats logged in last quarter, which admins hold Modify All Data, or whether MFA is actually on. Every cost or security answer means a SOQL query, the Report Builder, or an admin ticket that sits for days. So the waste compounds: idle licenses renew, over-privileged accounts pile up, stale OAuth tokens linger, and nobody catches it until the renewal invoice or the security audit. Your org already holds every one of these answers — it just won't surface them without a specialist in the loop.”
Salesforce2BI
CRM & DataSalesforce cost + security intelligence — without the admin or the SOQL.
Salesforce2BI connects to your org read-only via OAuth and turns it into a cost + security control center. Find idle licenses and exactly what they cost, get ranked dollar-saving recommendations with step-by-step actions, score your security posture 0-100, audit privileged access and login activity — and ask any of it in plain English. One tool across spend and risk, no admin required for every question.
Who uses Salesforce2BI?
Real people with real problems this product solves.
Pays six figures a year for Salesforce with no view of which seats are actually used
Estimated annual spend, an idle-license list, and ranked dollar-saving actions — one click
No standing view of who holds admin rights, whether MFA is on, or which OAuth grants are stale
A 0-100 posture score with ranked findings across privileged access, login activity, and OAuth hygiene
License cleanup, permission drift, and audit prep eat the whole week
Inactive-user, over-privileged-role, frozen-account, and stale-token lists generated on demand
Every cost or access question routes through a SOQL query or an admin ticket
Ask in plain English — the answer comes from an audited, read-only query catalog in seconds
How to connect
Connection method: Salesforce OAuth 2.0 — one-click connect with read-only access
Connect via OAuth with a read-only External Client App (Production, UAT, or Sandbox)
Salesforce2BI indexes your licenses, users, permissions, login history, OAuth grants, and org config
Connect as many orgs as you like and switch between them from the header
Ask cost and security questions in plain English — no SOQL, no admin ticket
What it replaces
Every feature exists because something was broken before.
Cost-Saving Advisor
Idle seats and over-bought add-ons quietly renew every year because nobody audits them
Ranks every license, add-on, and storage opportunity by annual dollar impact — with step-by-step actions to reclaim each one
License utilization
Paying $165+/user/mo for seats that haven't logged in for 60+ days
Purchased-vs-used by license type, plus inactive and never-logged-in users with their last login date
Subscription estimate
No single view of what Salesforce actually costs you per year
Estimated annual spend by license at list price, plus a renewal calendar built from your live inventory
Security posture score
Security gaps stay invisible until an audit or an incident
A 0-100 score rolled up from privileged-access, OAuth, login, permission, and supply-chain checks — with ranked fixes
Privileged-access audit
Over-privileged profiles and permission sets accumulate silently
Flags every user and permission set granting Modify All Data, View All Data, or Manage Users — with last login
Login + OAuth monitoring
Failed-login spikes, frozen accounts, and stale OAuth grants go unnoticed
Login history, failed-login trends, frozen/locked users, connected apps, named credentials, and unused OAuth tokens
AI Copilot — plain English
Every answer needs SOQL or the Report Builder
Ask in plain English; the AI picks the right query from an audited, read-only catalog — never free-form SQL, so there is no injection surface
Multi-org + board-ready reports
Prod, UAT, and sandboxes each need separate tooling; reports mean screenshots
Connect every org and switch in one click; export any view to CSV / PDF or generate a board-ready executive report
Questions you can ask right now
Type any of these into Salesforce2BI and get an instant answer.
Industries using Salesforce2BI
Same product, different industries. Here's how teams across sectors use Salesforce2BI to solve their specific data pains.
SaaS & Tech
High seat counts and fast hiring mean license sprawl and permission drift compound every month.
They ask
“Which paid licenses are idle and what would reclaiming them save annually?”
FinTech & Banking
Regulated data and audit pressure demand tight access control and full MFA coverage.
They ask
“Show every admin-level user and confirm none are stale or MFA-exempt?”
Healthcare
PHI in Salesforce means privileged access and OAuth grants must be audited continuously.
They ask
“Which connected apps and OAuth grants can reach our data, and which are stale?”
Manufacturing
Many partner and community licenses make utilization and true cost hard to track.
They ask
“Purchased vs used across every license type, with the unused count flagged?”
Professional Services
Project-based hiring spikes seat counts; finance needs spend visibility before each renewal.
They ask
“Estimated annual Salesforce spend and which seats to right-size before renewal?”
EdTech & Education
Seasonal staff and tight budgets make idle-seat cleanup and renewal planning critical.
They ask
“Inactive users over 90 days and the licenses we could downgrade or reclaim?”
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