Tech Tools
Salesforce
Costtrail summarizes the month-to-date usage highlights and optimization opportunities, providing actionable insights for cost savings and resource optimization.
Saleforce
Salesforce offers a comprehensive suite of cloud-based solutions for CRM, marketing, sales, and service. Leveraging Salesforce’s features and best practices can help you manage and optimize your costs effectively, ensuring efficient use of resources while maximizing business value.
License Management:
Review and optimize GitHub Actions workflows to reduce unnecessary runs. Use conditional statements to trigger workflows only when necessary, and consolidate steps to minimize execution time.
Consider using self-hosted runners for long-running jobs or specific tasks. This can help reduce the costs associated with using GitHub-hosted runners, especially for high-frequency workflows.
Consolidation
- Storage Optimization: Monitor data and file storage usage. Archive or delete outdated records and files to free up storage space and avoid additional storage costs.
- Data Retention Policies: Implement data retention policies to automatically archive or delete data that is no longer needed. This helps in managing storage costs and maintaining a clean database.
- Optimize Custom Code: Review and optimize custom code to improve performance and reduce resource consumption. Efficient code can help in lowering the compute costs associated with complex processes.
- Streamline Integrations: Ensure integrations with other systems are efficient and necessary. Remove redundant integrations and optimize data transfer processes to reduce costs.
- Automate Repetitive Tasks: Use Salesforce’s automation tools such as Flow, Process Builder, and Workflow Rules to automate repetitive tasks. This reduces manual effort and improves operational efficiency.
- Optimize Workflow Rules: Regularly review and optimize workflow rules and automation processes to ensure they are efficient and not causing unnecessary system load.
- Third-Party Apps: Carefully evaluate third-party apps from the Salesforce AppExchange to ensure they provide value and are cost-effective. Remove or replace apps that are not delivering a good return on investment.
- Custom vs. Off-the-Shelf: Determine whether custom development or off-the-shelf solutions from the AppExchange are more cost-effective for your needs. Sometimes, a third-party app can provide the necessary functionality at a lower cost than custom development.
- Effective Training Programs: Invest in user training to ensure that your team fully understands how to use Salesforce efficiently. Well-trained users can leverage the platform’s features better, leading to improved productivity and cost savings.
- Adoption Monitoring: Use Salesforce’s adoption dashboards to monitor user engagement and adoption rates. Identify areas where additional training or support is needed to maximize the platform’s value.
- System Performance: Regularly monitor system performance to identify and resolve any issues that may be causing inefficiencies. Optimizing performance can reduce the need for additional resources and associated costs.
- API Usage: Track and optimize API usage to ensure you are not exceeding your limits and incurring additional costs. Efficient API management helps in maintaining cost control.