Tag Archives: Salesforce

How to Reduce Salesforce Licenses Cost

Motivation:

  • You are using Salesforce for your daily work. It works very well but the cost is too expensive.
  • You want to find  a way to reduce Salesforce licenses cost.

Suggestions:

1. Salesforce cost depends on a selected Edition and number of user licenses.

2. An edition is selected based on features that an ORG needs.

For example, an ORG that needs the API and Flows feature for custom development has to choose Professional or Enterprise edition.

The number Flows are very limited for Professional edition (5 flows).

However the max number of flows of the Enterprise edition is 2000 that may be too many for a small business too.

This may be Salesforce intention that they want customers to use Enterprise edition.

3. A license price depends on the selected edition. For example, an ORG needs to  pay $150 /user/month for the Enterprise edition.

4. A User License may be Salesforce License or Salesforce Platform License. A Profile defines permissions. A Profile with login is attached to one User License (except the case that the Profile is used for Community portal users).

5. Assume that an ORG may use 13 User Licenses: 5 System Administrators (5 Salesforce Licenses) and 8 Platform Users (8 Salesforce Platform Licenses).

In order to reduce the cost the ORG may consider some strategies below.

  • The ORG may use shared account for all the employees who have the same responsibilities (tasks) if possible.
  • The ORG may retain only 2 Salesforce licenses: One is for API access and development, and the other is for administrative tasks.
  • The ORG may change appropriate licenses from Salesforce license to Platform license if they do not use the built-in Leads, Opportunities, Forecasts, Cases, and Solutions.
  • The ORG should disable all unused accounts.
  • The ORG may develop Community portal for some user types and move all these users from Platform license to Community license.
  • If you are using Salesforce development platform then try moving your custom development features to another cheaper development platform, such as Zoho Creator.
  • If you are using Salesforce CRM as is then try moving your business workflows and data to another cheaper provider, such as EspoCRM.

 

    WordPress Lessons Learned

    Lessons learned 1: Maintenance creep.

    Problem:

    The cost of updating the core, updating plug-ins, and updating integration code for a system built with WordPress is much higher than expected.

    Context:

    WordPress core, its themes and plug-ins can provide a very fast solution by integrating their features. It works best for used for achieving a general solution (for example corporate websites with predefined business processes).

    However their very frequent updates are painful too.

    If we do not apply the updates to the system then we may have risk of potential security issues.

    Therefore the maintenance of a WordPress based system usually takes more effort than systems built using other web frameworks that do not require very frequent updates.

    The problem become worse when we apply the updates to the system and the integration may be broken because of incompatibility among the plug-ins owned by different software providers and WordPress.

    Solution:

    If you have have opportunity of building a system for a client using WordPress and its plug-ins then you should plan a considerable maintenance budget for updating WordPress, specific plug-ins and integration code.

    This lesson learned applies to any system built with a plug-in based architecture (i.e. microkernel architecture) in which the core and plug-ins owned by different software providers.

    Lessons learned 2: Customization creep.

    Problem:

    The cost of integrating a theme with various COTS plugins and integration code for building a system using WordPress is much higher than you expected.

    Context:

    Customizing a WordPress solution for specific business processes takes more effort than using other general web frameworks because we do not have full control of the themes and plug-ins.

    Even we can modify the themes and plug-ins or build new specific plug-ins using PHP and mySQL the solution still depends on WordPress core the architecture of which is not good for domain-specific enterprise systems which often rely much on domain-specific rules that should be isolated from specific infrastructure.

    Solution:

    If you have have opportunity of building a domain-specific system using WordPress and its plug-ins then you should

    • refine business requirements into appropriate user stories or use cases.
    • create an architecture first and evaluate it carefully using various scenarios, and
    • create a poof of concept.

    Lessons learned 3: WordPress and Salesforce integration decision.

    Motivation:

    You need to evaluate options for integrating WordPress with Salesforce so that development and maintenance cost is acceptable.

    Solution:

    IMO an enterprise solution based on Salesforce and WordPress integration may be proposed based on a client’s needs and budget.

    I define a long term project as a project many big enhancements of which will be required after the solution is deployed.

    I define a short term project as a project only some small enhancements of which will be required after the solution is deployed.

    I define an important project as a project the requirements of which must be satisfied exactly as the Client requires.

    I define a flexible project is a project the requirements of which may be implemented not exactly as the Client requires due to constraints of tools.

    If the client needs Salesforce CRM (a must requirement) and they have a big budget then I would recommend that they use Salesforce for file storage and all Salesforce tools (i.e. LWC, community portals) for implementing their own business processes for a long term and important project.

    If the client needs Salesforce CRM (a must requirement) and they have medium budget then I would recommend that they use BOX or DropBox or Sharepoint for file storage and all Salesforce tools (i.e. LWC, community portals) for implementing their own business processes for a long term and important project.

    If the client needs Salesforce CRM (a must requirement) and they have low budget then I would recommend that they use WordPress for file storage and Commercial off-the-shelf (COTS) plug-ins for implementing their own business processes for a short term or “flexible” project.
    In this case, the development effort may be reduced much but the maintenance/enhancement effort may be increased much.

    If the client does NOT really need Salesforce CRM and they have medium budget then I would recommend that they use general frameworks and tools (including WordPress and custom plug-ins) for implementing their own business processes for a long term and important project.
    File storage can be local server or any service.

    If the client  does NOT really need Salesforce CRM and they have low budget then I would recommend that they use WordPress for file storage and WordPress COTS plug-ins for implementing their own business processes for a short term or flexible project.