6 Tools for Salesforce Access Reviews in 2026

Discover the top 6 platforms for running Salesforce access reviews in 2026, from SaaS-native tools to enterprise IGA solutions.
The author of the article Chris Shuptrine
Sep 2025
6 Tools for Salesforce Access Reviews in 2026

Salesforce licenses cost real money, and access that goes unchecked creates both financial waste and security risk. Running regular access reviews helps you confirm that only the right people hold active Salesforce accounts. You can verify license types match actual job needs, spot inactive users burning through expensive seats, and catch permission sets that grant more access than someone requires.

The tools below handle Salesforce access reviews differently. Some pull license and login data directly from Salesforce APIs to show who actually uses the platform. Others rely on SSO or IdP integration and may not see the full picture of permission sets or license assignments. A few are built for large enterprises with heavy compliance requirements, while others target mid-market teams that need faster deployment and simpler workflows.

This guide covers six platforms worth evaluating for Salesforce access reviews in 2026. Each section includes what the tool does well, where it falls short, and review ratings from G2 and Capterra.

Summary Chart

★ = low · ★★ = medium · ★★★ = high

Tool Ease Cost AI Capabilities Reviews
Torii ★★★ ★★ ★★★ ★★★
ConductorOne ★★★ ★★ ★★
Okta ★★★ ★★ ★★
SailPoint ★★★ ★★★
Saviynt ★★ ★★ ★★ ★★
Zluri ★★ ★★ ★★ ★★

Table of Contents

Why Salesforce access reviews matter:

Salesforce Enterprise licenses run $165/user/month. A single overlooked inactive account costs nearly $2,000 per year. Regular access reviews catch these gaps before renewal and reduce security exposure from orphaned accounts.

Torii

torii salesforce access reviews

Torii connects directly to Salesforce through its integration to pull license type, permission sets, user status, and last login data into a single view. Reviewers can see which employees hold expensive Enterprise or Unlimited licenses versus cheaper Essentials seats, then compare that against actual usage patterns. The platform surfaces inactive accounts so you can reclaim licenses before renewal, and it maps employee titles from your HRIS to Salesforce roles so managers can quickly spot mismatches.

The access review workflow routes certification requests to the appropriate owner based on application or department. Torii flags accounts with unusual patterns, like a finance employee with admin-level permission sets, so reviewers focus on the riskiest items first. The platform also tracks usage data beyond just SSO logins, showing whether someone actually works inside Salesforce or just authenticates occasionally.

Learn more at Torii.

Pros

  • Direct Salesforce integration pulls license type, permission sets, and usage data automatically
  • Surfaces inactive users and unused licenses for cost reclamation before renewal
  • Combined SaaS management and identity governance in one platform
  • Strong workflow automation for access provisioning and deprovisioning
  • Accessible pricing starting at $2.50 per employee per month

Cons

  • Some workflows require manual adjustments for complex provisioning scenarios
  • Would benefit from more integrations on the cloud infrastructure side
  • Reporting customization options could be more flexible
  • Last used data relies partly on SSO session data which can create false positives

G2: 4.5 out of 5 stars (302 reviews)

Capterra: 4.9 out of 5 stars (26 reviews)

ConductorOne

conductorone salesforce access reviews

ConductorOne pulls Salesforce entitlements into access review campaigns so reviewers decide on actual permissions rather than vague role names. The platform connects to Salesforce through its connector library and extracts permission data at the entitlement level. Reviewers can see which profiles, permission sets, and roles each user holds, then approve or revoke based on job requirements.

AI agents handle routine certifications automatically, flagging suspicious access patterns and recommending revocations for dormant accounts. Customers report completing first-time reviews in 24 hours compared to previous two-week cycles using spreadsheets. The platform automatically routes review tasks to managers and sends reminders to keep campaigns on track. When reviewers deny access, ConductorOne triggers automated deprovisioning in Salesforce.

Learn more at ConductorOne.

Pros

  • AI-powered automation reduces review time by 85 percent according to customer reports
  • Fast implementation averaging four weeks compared to months for legacy tools
  • Entitlement-level visibility shows actual Salesforce permissions not just roles
  • Automated remediation triggers deprovisioning when access is denied
  • Strong developer extensibility with Terraform provider and modern API

Cons

  • Can only remove access in reviews, not modify permission levels
  • Some Salesforce-specific features may require custom connector configuration
  • No public pricing requires sales engagement for budgeting
  • Smaller review base on G2 compared to more established competitors

G2: 4.8 out of 5 stars (13 reviews)

Okta Lifecycle Management

okta salesforce access reviews

Okta connects to Salesforce through SCIM provisioning and can manage user lifecycle events directly from your identity platform. The Identity Governance bundle includes access certification campaigns where reviewers confirm Salesforce access during scheduled or recurring reviews. Okta pulls user and group data from its directory and shows which employees have Salesforce assignments.

The platform works best when Salesforce access flows through Okta groups rather than direct role assignments inside Salesforce. Reviewers can approve or reject access at the group level, and denied access triggers automatic deprovisioning through the SCIM connection. Okta recently added AI-generated access summaries to help reviewers understand user context during investigations.

Learn more at Okta.

Pros

  • Unified platform combining SSO, MFA, lifecycle management, and governance
  • Massive integration library with 7,000 plus pre-built connections
  • SCIM-based provisioning handles Salesforce user creation and removal
  • Fast deployment measured in days or weeks compared to legacy IGA tools
  • Strong automation through no-code Okta Workflows

Cons

  • Group-based provisioning limits visibility into fine-grained Salesforce permissions
  • Identity Governance requires purchasing the complete bundle
  • Cannot discover local Salesforce accounts that bypass SSO
  • Higher cost at scale compared to some purpose-built governance tools

G2: 4.5 out of 5 stars (1,257 reviews)

Capterra: 4.7 out of 5 stars (914 reviews)

SailPoint IdentityIQ

sailpoint salesforce access reviews

SailPoint offers deep entitlement modeling that maps Salesforce profiles, permission sets, and roles into granular certification campaigns. The platform uses AI-based recommendations to suggest which access rights to certify or revoke, comparing each user against peer groups to highlight unusual entitlements. Reviewers see thumbs-up or thumbs-down icons that indicate whether access looks appropriate based on similar users.

The connector for Salesforce extracts detailed permission data and feeds it into SailPoint’s governance framework. Organizations with complex Salesforce configurations, like multiple orgs or heavily customized permission structures, benefit from SailPoint’s ability to model those relationships. The platform supports segregation of duty policies that can flag toxic combinations of Salesforce permissions.

Learn more at SailPoint.

Pros

  • AI-driven recommendations reduce certification fatigue and prevent rubber-stamping
  • Deep entitlement-level visibility into Salesforce profiles and permission sets
  • Comprehensive segregation of duty controls for complex compliance requirements
  • Proven enterprise scale handling millions of identities
  • Strong compliance automation for SOX, HIPAA, and GDPR audits

Cons

  • Premium pricing with average annual costs around $240,000
  • Implementation cycles typically run 6 to 12 months or longer
  • Steep learning curve requiring weeks of administrator training
  • Configuration complexity demands extensive technical expertise

G2: 4.5 out of 5 stars (161 reviews)

Capterra: 4.2 out of 5 stars (21 reviews)

Saviynt

saviynt salesforce access reviews

Saviynt combines identity governance with privileged access management on a single platform, which helps when Salesforce admin accounts need extra oversight. The platform connects to Salesforce and ingests user data, profiles, and permission sets for certification campaigns. Trust Scoring automates low-risk approval decisions and reduces approver workload by up to 75 percent according to Saviynt.

Continuous compliance monitoring detects risks automatically rather than waiting for periodic campaigns. The platform flags over-provisioned Salesforce accounts and can trigger micro-certifications when something looks off. Saviynt customers report 60 percent improvement in review completion times and 35 percent increase in revocation rates, indicating reviewers actually remove access rather than approving everything.

Learn more at Saviynt.

Pros

  • Only platform with IGA and PAM built on the same code base
  • AI-powered trust scoring predicts correct access with 94 percent accuracy
  • Mobile certification experience for approvals on the go
  • Four consecutive years as Gartner Peer Insights Customers Choice for IGA
  • More affordable than SailPoint while offering similar enterprise capabilities

Cons

  • Mixed customer support reviews with some tickets staying open too long
  • Steep learning curve despite user-friendly frontend
  • Platform stability concerns with workflows occasionally breaking
  • Limited customization options for access review views

G2: 3.5 out of 5 stars (limited reviews)

Capterra: 4.5 out of 5 stars (2 reviews)

Zluri

zluri salesforce access reviews

Zluri integrates with Salesforce to fetch user and permission data for access certification campaigns. The platform combines SaaS management with identity governance, so you can see Salesforce alongside your entire application portfolio. Reviewers get real-time activity data showing who actually uses Salesforce versus who just holds a license, and AI flags orphaned accounts or users with excessive permissions.

Automated workflows handle recurring certifications on configurable schedules. Zluri supports multi-level reviewer assignments so department heads and IT can both weigh in on access decisions. When reviews complete, one-click remediation triggers deprovisioning through the Salesforce API connection. Customers report reducing full-day audit processes to 30 minutes.

Learn more at Zluri.

Pros

  • Combines SaaS management and IGA for complete visibility across applications
  • AI-powered risk identification flags orphaned and over-privileged accounts
  • Multi-level reviewer support for thorough certification workflows
  • One-click remediation triggers automatic deprovisioning
  • Customer support rated 4.9 out of 5 on Capterra

Cons

  • Some niche applications lack native integrations
  • Reporting function needs more customization flexibility
  • Workflow editor can be difficult to navigate without clear labeling
  • Discovery engine occasionally misidentifies applications

G2: 4.6 out of 5 stars (175 reviews)

Capterra: 4.9 out of 5 stars (27 reviews)

How to Choose

Key selection criteria:
  • Salesforce depth Does it pull permission sets and license types, or just SSO data?
  • Deployment timeline Weeks vs months matters for audit deadlines
  • Existing stack Okta customers benefit from staying in-platform
  • Budget reality Enterprise IGA runs $200K+/year vs mid-market options under $50K

Your selection depends on Salesforce complexity and broader governance needs across your organization. Teams with expensive license types and detailed permission sets benefit from platforms that pull entitlement-level data directly from Salesforce. Organizations already standardized on Okta may find it easiest to add governance through the same platform. Heavily regulated enterprises with compliance requirements beyond Salesforce often need SailPoint or Saviynt for their deeper policy controls.

Deployment time matters as much as feature depth when evaluating these platforms. Some tools deploy in weeks while others require months of implementation work and significant consulting fees. Factor in ongoing maintenance and whether your team has the technical expertise to configure complex workflows without external help. The platforms with simpler interfaces may sacrifice some granularity, while the most powerful options demand dedicated identity management resources to operate effectively.

Frequently Asked Questions

Run access reviews at least quarterly for most teams; monthly is better for high-risk or admin accounts. Combine scheduled certifications with continuous monitoring to catch orphaned or over-privileged accounts, and reclaim unused licenses before renewal cycles.

Platforms like Torii, ConductorOne, SailPoint, Saviynt and Zluri connect to Salesforce to extract profiles, permission sets and license types. Okta can supply group-based assignments but may miss fine-grained entitlements and local Salesforce accounts that bypass SSO.

Access reviews identify inactive users, unused licenses and over-privileged permission sets so you can reclaim seats and revoke excessive access. Regular certifications also align assignments with job requirements, reducing financial waste and lowering attack surface from orphaned or inappropriate accounts.

SSO/IdP tools often rely on group mappings and SCIM provisioning, which can obscure Salesforce permission sets, local accounts and license assignments. They may miss users who authenticate directly in Salesforce and lack visibility into fine-grained entitlements or custom profiles.

Match platform depth to Salesforce complexity and compliance needs: choose lightweight SaaS management tools for quick deployment and lower cost, or enterprise IGA like SailPoint or Saviynt when you require deep entitlement modeling, segregation-of-duty controls and strict audit trails.

Yes, many platforms trigger automated deprovisioning via Salesforce APIs or SCIM when reviewers revoke access. Some tools can only remove assignments while others also modify entitlements; ensure the connector supports your desired remediation and test workflows before full deployment.