“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. It reads what Salesforce actually invoiced you — not a list-price guess — finds idle licenses and what they really cost at your negotiated rate, ranks dollar-saving actions with step-by-step instructions, scores your security posture 0-100, and audits privileged access and login activity. Ask any of it in plain English. One tool across spend and risk, no admin required for every question.
Your cloud bill and your cloud risk are two separate conversations.
They should not be. Here is what that actually costs you.
1.Idle seats renew because nobody has time to audit them
A Salesforce seat is one of the most expensive per-user line items a company carries. Finding which ones have not been used means a SOQL query or a report someone has to build, so it does not get done, and the renewal quote arrives based on last year's count plus growth.
2.The rate you actually pay exists only on the PDF
Salesforce's API exposes invoice headers — a number and a total — and no line detail whatsoever. So every cost tool works from list price, which for a discounted enterprise contract can be double what you pay. The real per-seat rate is sitting in an email attachment.
3.Cost and security answers both route through the same admin
Which licences are idle, who holds Modify All Data, whether MFA is enforced, which OAuth grants are stale — every one is a query, a Report Builder session or a ticket. The questions are easy; the access to answer them is the bottleneck.
4.Privileged access accumulates and nobody reviews it
Admin rights get granted for a migration and never removed. Permission sets multiply. Integration accounts sit on full CRM licences. None of it is visible until an audit asks, by which point the drift is years deep.
5.Auto-renewal arrives before anyone prepares for it
The window to renegotiate opens months before the renewal date and closes silently. Most teams discover the contract auto-renewed after it has, which removes the only leverage they had.
6.The reports worth circulating are full of your colleagues
An inactive-user list is exactly the thing finance should see, and exactly the thing full of names, work addresses and login times. So it gets screenshotted, redacted by hand, or never sent.
Every one of these is a visibility problem before it is a cost problem or a security problem. Salesforce2BI answers all of them read-only, without an admin in the loop.
How Salesforce2BI compares
Nothing is marked absent that a competitor genuinely does. Test any row.
| Salesforce reports | Licence-management tools | Security posture tools | Salesforce2BI | |
|---|---|---|---|---|
| Licence utilization | Build it yourself | Deep | No | Deep |
| Security posture score | Split across Setup | No | Deep | Deep |
| Cost + security in one view | No | No | No | Yes |
| Reads your actual invoices | No | No | No | Yes |
| Per-line rates from the invoice PDF | No | Varies | No | Yes |
| Plain-English questions | No | Varies | Varies | Yes |
| Read-only, no package to install | n/a | Varies | Varies | Yes |
Questions buyers actually ask
What access does Salesforce2BI need?
Read access, and nothing else. You create an External Client App in your own org and authorise it; there is no managed package to install. Salesforce2BI issues only SELECT queries — there is no code path in it that writes. Because Salesforce's api scope does not distinguish reading from writing, connect it as a user with a read-only profile and Salesforce enforces that for you. The handshake uses PKCE, and you can revoke the grant at any time under Setup → Connected Apps OAuth Usage.
Does it read our customer data?
No. There are no queries in the product for Accounts, Contacts, Leads, Opportunities, Cases, Orders or files. It reads configuration — who holds which licence, who has admin rights, who logged in, what Salesforce invoiced you — because that is what answers a cost or a security question. Your own staff appear in those reports by necessity, and their names and addresses are partially masked before anything reaches a screen, a CSV or a PDF.
How long does connecting take?
About ten minutes, once. Three steps: create the External Client App, choose the user it runs as, then paste its Consumer Key and Secret and authorise. The wizard walks the exact Setup screens.
Are the savings figures real money?
They are list price until you tell us your rates, and list overstates — enterprise contracts commonly run 20-50% under. Upload an invoice and every figure is recalculated at what you actually pay. On one org we tested, $663,000 at list came to $468,173 once its real seat rate and per-seat add-ons were applied.
Why do I need to upload an invoice at all?
Because Salesforce does not expose the rates anywhere else. The API returns invoice headers — number, date, total — with no line detail, so the per-seat rate and the add-ons riding each seat exist only in the PDF.
Will my users' names appear in reports?
Partially masked by default, in the browser, in CSV exports and in PDFs. Enough to tell rows apart and chase the right person, not enough to hand someone your directory.
Can I connect more than one org?
Yes — production, UAT and sandboxes. Each is a separate read-only connection and you switch between them from the header.
Does the AI write its own queries against my org?
No. It chooses from a fixed catalog of reviewed, read-only SOQL. That is a deliberate limit: it means the Copilot cannot be talked into a query nobody has read.
What makes it different
It reads what Salesforce actually invoiced you
Not a list-price model. Your real invoices are summed into a true trailing-twelve-month figure, compared against list, and any outstanding balance is flagged. Most tools in this space cannot see a negotiated rate at all.
Invoice line extraction, because the API has none
Upload a PDF and every line is read out, matched against live licence utilization, and turned into your real per-seat cost — including the add-ons that ride each seat and stop billing when it is dropped. One click applies those rates across the estimate and the advisor.
It only ever reads, and you can prove it
Every call is a SOQL SELECT — nothing created, changed or deleted, no Apex, no Metadata API, no package installed in your org. Salesforce's api scope does not separate reading from writing, so connect Salesforce2BI as a read-only user and the guarantee is enforced by Salesforce rather than promised by us. Every call appears in your own Connected Apps OAuth Usage log, and the Copilot picks from an audited query catalog instead of composing SOQL, so there is no injection surface to review.
Your business data is never read
No Accounts, Contacts, Leads, Opportunities, Cases or Orders. No files — not their contents, not even their names. Not a policy we promise to follow: those queries do not exist in the product, because none of them answers a cost or a security question. What it reads is configuration — licences, profiles, permission sets, login history, OAuth grants, and your Salesforce invoices.
Names are obscured before they reach the screen
People are partially masked in every report, CSV and PDF. A licence audit can go to finance without the staff directory going with it — which is what makes these reports shareable rather than sensitive.
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 with PKCE — read-only, guided three-step setup in about ten minutes
Create an External Client App in your own org — the wizard walks the exact Setup screens, and tells you which profile keeps the grant read-only
Choose the user it runs as, then paste its Consumer Key and Secret and authorise (about ten minutes, once)
Salesforce2BI reads configuration only — licences, users, permissions, login history, OAuth grants, and your Salesforce invoices and subscription contracts
Connect Production, UAT and sandboxes, 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 licence and add-on opportunity by annual dollar impact, priced at your own invoiced rates once you upload an invoice — 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
Actual annual spend
No single view of what Salesforce really costs — and list-price calculators overstate it
Sums your real invoices for a true trailing-twelve-month figure, shows how far under list you are already paying, and flags any balance outstanding
Invoice reconciliation
Salesforce's API exposes invoice headers only — the per-line rates exist nowhere but the PDF
Upload an invoice and every line is read out, matched against live license utilization, and turned into your real per-seat cost including the add-ons that ride each seat — then applied across the estimate and the Cost-Saving Advisor in one click
Contracts + renewal dates
Auto-renewal arrives before anyone has prepared for the negotiation
Your Salesforce contracts with term dates, billing frequency, auto-renew status, and the days left on each — so the window to renegotiate is visible months ahead
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
Names obscured by default
The reports worth circulating — inactive users, MFA gaps — are exactly the ones full of colleagues' names and work addresses
People are partially masked before anything reaches the screen, a CSV, or a PDF, so a license audit can be forwarded to finance without forwarding the directory with it
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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