Documentation
SpendReady Documentation
Everything you need to connect, configure, and understand your license audit reports.
Getting Started
Connect your Salesforce org in 3 steps:
- 1Sign up at getspendready.com/login
- 2Click "Connect Salesforce" and authorize via OAuth. You'll need Salesforce admin access or View Setup and Configuration permission.
- 3Your first audit runs immediately. Expect your first PDF within 15 minutes.
Understanding Your Report
- Inactive Users: Users who haven't logged in within your configured threshold (default 90 days). SpendReady estimates inactive-seat cost using current Salesforce public list pricing unless you provide a different cost basis.
- PSL Waste: Permission Set Licenses assigned to users who don't actively use the associated features.
- Integration Users: API-only users consuming full licenses unnecessarily.
- Est. Annual Savings: Inactive seats × $175/seat/mo × 12. Based on Salesforce Enterprise list price (post-Aug 2025 increase). Actual savings depend on your renewal negotiation.
Data & Privacy
SpendReady connects read-only. We access: User, UserLicense, LoginHistory, PermissionSetLicenseAssign, PermissionSetLicense objects only.
We never read Opportunities, Accounts, Contacts, or any CRM data.
Your Salesforce data is never sold or shared with third parties.
Refresh tokens are encrypted at rest using authenticated encryption (Supabase Vault, pgsodium-backed).
Full details: getspendready.com/legal/privacy
Report Delivery
- ✓Reports are delivered as PDF attachments via email.
- ✓Monitoring tier: weekly delivery on your configured day.
- ✓Monitoring and Enterprise plans: weekly delivery plus monthly finance summary once sufficient history has accumulated.
- ✓Up to 5 additional recipients per org (all tiers) — owner email is always included.
- ✓Reports are also viewable in-app under Reports.