4 Ways to Calculate Your Annual Cost for Salesforce

Figuring out what Salesforce really costs each year can feel like trying to hit a moving target. Licenses stack up, add-ons creep in, usage spikes, and suddenly the renewal quote looks nothing like last year.

This guide breaks the puzzle into four clear methods so you can tally every seat, feature, and hidden fee before finance asks. Use whichever approach matches your data, compare the totals, and head into budgeting talks with real numbers.

Table of Contents

• Use Salesforce's UI
• Use Torii
• Use Salesforce's API
• Use Claude (via MCP)

Use Salesforce’s UI

These steps show how to check your annual Salesforce subscription costs in the UI.

1. Open the Your Account app

• In Lightning Experience, open the App Launcher (the nine-dot waffle).
• Type “Your Account” in the search field.
• Choose the Your Account app from the list.

Salesforce’s help page, “View and Manage Your Salesforce Subscriptions with the Your Account App,” confirms this is where billing details live.

2. Go to the Subscriptions tab

• The Subscriptions tab sits on the left rail.
• Select it to list every active and past subscription tied to your org.

3. Read the Annual Cost column

• Scan the grid for the “Annual Value” (sometimes labeled “Annual Cost”) column.
• Each row shows the amount billed every contract year for that product bundle.

4. Drill into a subscription for more detail

• Click the subscription name to open its record.
• Look for the Cost Summary section.
• “Annual Value” shows the yearly charge.
• “Total Contract Value” lists the full multi-year total.
• “Term” gives the contract length in months, handy for spotting proration.

5. Export or print the numbers (optional)

• In the upper-right corner of the subscription record, click the down arrow.
• Choose “Download PDF” or “Export CSV.”

A file downloads with the same annual amounts you just viewed, ready for finance or procurement.

6. Repeat for any other active subscriptions

• Return to the Subscriptions tab.
• Open the next record until you have all yearly costs noted or exported.

Use Torii

Instead of pulling cost reports straight from Salesforce, try Torii, a SaaS management platform, to see your annual Salesforce spend. An SMP collects every subscription you run and shows a single reliable snapshot of your entire SaaS stack.

To view your yearly Salesforce costs inside Torii, follow these steps:

1. Sign up for Torii

Contact Torii Sales and request the complimentary two-week proof-of-concept.

2. Connect your Salesforce account to Torii

Once your Torii environment is active, link your existing Salesforce org. The process is quick; simply follow the Salesforce integration guide.

3. Search for Salesforce within Torii

From the Torii dashboard, use the top search bar to look up “Salesforce.” This opens the Salesforce page, where you can review license counts, total spend, renewal dates, and other vital details.

Or, chat with Eko

Torii’s AI assistant, Eko, also pulls Salesforce data directly into the platform. Click the Eko icon at the lower-right corner of the dashboard, enter your Salesforce query, and the results appear immediately in the chat window.

Use Salesforce’s API

Call the Salesforce REST API, run an aggregate SOQL query, then read the response. No clicks involved.

1. Grab an access token

• Send a POST to https</b>://login.salesforce.com/services/oauth2/token
• Include these form parameters:
• grant_type=password
• client_id and client_secret from your connected app
• username and password (append the security token to the password if your org still uses one)
• The JSON response contains access_token and instance_url. Save both for upcoming calls.

2. Build an aggregate SOQL query

Pick the object that tracks recurring cost. Common picks:

• Opportunity with a custom checkbox ClosedWon and a custom number field Annual_Cost__c
• Contract with AnnualValue

(Adjust names to match your org.)

Example query for closed-won opportunities in the current fiscal year:

SELECT SUM(Annual_Cost__c) annualCost
FROM Opportunity
WHERE IsClosed = true
AND IsWon = true
AND CALENDAR_YEAR(CloseDate) = THIS_FISCAL_YEAR

The SUM() function has Salesforce do the math, so you skip post-processing. Details sit in the SOQL Developer Guide under “Aggregate Functions.”

3. Call the Query endpoint

• Method: GET
• URL: {instance_url}/services/data/v59.0/query?q={urlEncodedSOQL}
• Headers:
• Authorization</b>: Bearer {access_token}
• Content-Type</b>: application/json

Sample curl:

curl \
-<b>H "Authorization</b>: Bearer 00Dxx0000000000.AR8AQH." \
-<b>H "Content-Type</b>: application/json" \
https://mydomain.my.salesforce.com/services/data/v59.0/query?q=SELECT%20SUM(Annual_Cost__c)%20annualCost%20FROM%20Opportunity%20WHERE%20IsClosed%20%3D%20true%20AND%20IsWon%20%3D%20true%20AND%20CALENDAR_YEAR(CloseDate)%20%3D%20THIS_FISCAL_YEAR

4. Read the response

Salesforce replies with JSON like:

{
    "totalSize": 1,
    "done": true,
    "records": [
        {
            "attributes": { "type": "AggregateResult" },
            "annualCost": 247500.0
        }
    ]
}

annualCost holds the summed value for your filter.

5. Tweak filters as needed

• Different fiscal year? Swap THIS_FISCAL_YEAR for a literal year: CALENDAR_YEAR(CloseDate) = 2024.
• Rolling 12 months? Use CloseDate = LAST_N_MONTHS:12.
• Per account? Add AND AccountId = '001xx000004Txyz'.

6. Automate the pull

• Run the same query on a schedule with your preferred scheduler or integration tool.
• Cache, display, or push the number to another system as needed.

You now have a repeatable, code-only process for surfacing annual cost straight from Salesforce.

Use Claude (via MCP)

Pull this data straight into Claude with the Model Context Protocol (MCP). Claude, Anthropic’s conversational AI, can stand in for ChatGPT.

Follow these steps to show your Salesforce annual spend inside Claude:

1. Connect Torii

Use the earlier Torii connection steps to link your Salesforce workspace to Torii.

2. Enable MCP inside Claude

Start by reviewing the Torii MCP guide and its related article for setup details before you continue.

After installing the Claude Desktop application, insert the following snippet into your claude_desktop_config.json file to point Claude at Torii:

{
    "mcpServers": {
        "Torii MCP": {
            "command": "env",
            "args": [
                "TORII_API_KEY=YOUR_API_KEY",
                "npx",
                "@toriihq/torii-mcp"
            ]
        }
    }
}

Generate an API key from the Settings page of your Torii console. The key carries the same level of access as your user account, so keep it stored in a safe place.

3. Start the conversation

Open a chat with Claude and start querying your Torii data. Ask for a breakdown of Salesforce licenses, current spend, renewal dates, and any other details you need.

Torii for SaaS Management

Let us know if you’d like a closer, more practical look at modern SaaS management. Torii’s SaaS Management Platform enables you to:

• Uncover shadow apps: AI keeps watch in the background and flags unapproved software the moment seems.
• Reduce spending: Drop unused licenses and overlapping subscriptions to stop the bleed.
• Automate onboarding and offboarding: Let workflows handle repetitive IT tasks so people can focus on tougher problems.
• Receive proactive renewal reminders: Contracts never sneak up because the platform nudges you well before every renewal date.

Torii brings Finance, IT, and Security teams a shared, reliable picture of every app in use.

For details, real-world case studies, and a quick product tour, head over to Torii to explore.