Analyzing Salesforce user and license activity data

Note:This feature is available with SaaS Management.

SaaS Management has expanded Salesforce user and license activity data capabilities by providing new metrics. You can analyze your Salesforce user activity for all your Salesforce instances (orgs) or drill down to a specific Salesforce org. User activity can also be analyzed per user and per Salesforce license. Salesforce license activity can also be analyzed at the rolled-up view for all Salesforce orgs or drilled down to a specific Salesforce org. Refer to the following sections for further details.

Salesforce All Orgs view
Individual Salesforce Org view
Salesforce License drill-through view

Salesforce All Orgs view

In the Salesforce All Orgs (previously known as the Salesforce Overview) view, you can view entitled, consumed, available, and active/inactive/never active user counts for each aggregated license type for all Salesforce orgs within one location in SaaS Management. You can further analyze all your Salesforce orgs’ user and license activity data in the:

Salesforce All Orgs Overview tab
Salesforce All Orgs Orgs tab
Salesforce All Orgs Licenses tab
Salesforce All Orgs Users tab

Salesforce All Orgs Overview tab

Flexera now offers a high-level view of your Salesforce orgs that are integrated with SaaS Management by displaying:

Total number of Connected Orgs 
Successfully Updated Orgs, based on all integration tasks running successfully
Total Accounts from all connected Salesforce orgs

User activity data has been enhanced in this view by providing:

Total percentage of active, inactive, and never active users for all Salesforce orgs in the Activity status graph
Data drill throughs to the Salesforce All Orgs Users tab via user activity data links in the Activity status andDays since last activity graphs.

Salesforce All Orgs Orgs tab

The Orgs tab provides a high-level overview of your organization’s total Salesforce managed licenses, assigned users and user activity status by org name and org ID. You can drill down to a particular Salesforce org’s Overview tab via the Org Name or the Org ID column links.

Salesforce All Orgs Licenses tab

The Licenses tab provides a high-level overview of your organization’s total Salesforce licenses by name, category, number remaining, and number assigned by org name and org ID. You can analyze license activity for a specific Salesforce License Name across Salesforce orgs by checking the Group By License Name box. An aggregated row of the Salesforce license name is displayed, together with aggregated numbers of Remaining and Assigned licenses from multiple Salesforce orgs.

License name data drill through

If the Group By License Name box is checked, clicking the arrow before the aggregated License Name displays a list of License Details pages for each Salesforce org.
Clicking the Application link opens the License Details page for the Salesforce org.

For details, refer to the Salesforce License drill-through view.

Salesforce All Orgs Users tab

Building on the earlier release of the Salesforce Users Tab, SaaS Management now offers:

A user slideout to manage and optimize licenses at the user level without having to filter or search. Clicking a Username link opens this slideout and displays a user’s assigned licenses, last activity based on the last login date, and activity counts by date range.
Filtering user activity by Salesforce Org ID or Org Name.
Data drill through to a selected Salesforce org’s Overview tab by clicking the Org ID or the Org Name link.

Individual Salesforce Org view

From the Salesforce All Orgs view, you can drill down to an Individual Salesforce Org Overview tab and analyze user and license activity for a specific Salesforce org. You can navigate back to the Salesforce All Orgs view by clicking the View All Salesforce Orgs link at the top. Data drill throughs from the Individual Salesforce Org Overview tab to a Salesforce org’s Users tab provide opportunities to reclaim underutilized Salesforce licenses by clicking the Reclamation Opportunities tile. For details, refer to Reclaiming SaaS Licenses.

Individual Salesforce Org Overview tab

User activity data has been enhanced in this view by providing:

Total percentage of active, inactive, and never active users for the selected Salesforce org in the Activity status graph
Data drill throughs to a Salesforce org’s Users tab via user activity data links in the Activity statusand Days since last activitygraphs.

License activity at the Salesforce org level now displays in the Licenses table. You can view a Salesforce org’s license position by license name, category, number remaining, and number assigned. Clicking the License Name link opens a License Details page for the selected Salesforce org. For details, refer to the Salesforce License drill-through view.

Salesforce License drill-through view

In this view, user and license activity is focused on the users assigned to a specific Salesforce license either at the All Orgs level or for a selected Salesforce org. You can access this view through the Salesforce All Orgs Licenses tab or by clicking the Licenses Name in the Licenses table of the selected Salesforce org Overview tab. At the top of the license drill through is the Salesforce license name with the relevant org links underneath. Clicking a Salesforce org link opens the Overview tab for the selected Salesforce org. If several Salesforce org links are listed under the Salesforce license name, the license usage data is rolled up from the users who are included in those orgs. For Salesforce user licenses, the Activity Status and Days Since Last Activity graphs drill down to the Users table at the bottom of the Salesforce license drill through view.

Important:In the Salesforce license drill through view, the Activity Status, Days Since Last Activity, and Activities Over Time graphs are only available for Salesforce user licenses.

For more information, see Analyzing Salesforce User and License Activity Data  in the Flexera One Help.