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.
★ = low · ★★ = medium · ★★★ = high
| Tool | Ease | Cost | AI Capabilities | Reviews |
|---|---|---|---|---|
| Torii | ★★★ | ★★ | ★★★ | ★★★ |
| ConductorOne | ★★★ | ★★ | ★★ | ★ |
| Okta | ★★★ | ★ | ★★ | ★★ |
| SailPoint | ★ | ★ | ★★★ | ★★★ |
| Saviynt | ★★ | ★★ | ★★ | ★★ |
| Zluri | ★★ | ★★ | ★★ | ★★ |
Table of Contents
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
Salesforce licensing complexity makes Torii particularly valuable for access reviews. The platform pulls license edition data directly from Salesforce, distinguishing between Enterprise, Professional, and Essentials seats so reviewers can verify that expensive licenses match actual job requirements. Permission set assignments flow into the same view, revealing when someone accumulated admin capabilities they no longer need.
The integration captures last login timestamps and correlates them with HRIS data like department and job title. A sales rep who switched to customer success six months ago might still hold a Sales Cloud license with lead conversion permissions. Torii surfaces these mismatches automatically during certification campaigns. Workflow routing sends review tasks to the right manager based on org hierarchy or application ownership.
Beyond access reviews, the platform tracks Salesforce spending patterns and identifies seats that could be downgraded or reclaimed. This financial visibility helps justify the access review process to leadership by tying governance outcomes to measurable cost savings.
Pros
- Captures Salesforce license editions and permission sets through native API connection
- Correlates access data with HRIS records to flag role mismatches automatically
- Bundles identity governance with SaaS spend management in one dashboard
- Certification workflows route to appropriate reviewers without manual assignment
Cons
- Focused on SaaS applications rather than on-premises infrastructure
- Premium pricing reflects enterprise-grade capabilities
G2: 4.5 out of 5 stars (302 reviews)
Capterra: 4.9 out of 5 stars (26 reviews)
ConductorOne
Salesforce permission structures can get complicated fast, with profiles layered on permission sets layered on custom roles. ConductorOne untangles this by extracting entitlement data at the granular level. Reviewers see exactly what each Salesforce user can do rather than trying to interpret what “Sales Manager Profile” actually grants.
The platform’s AI engine learns normal access patterns for different job functions. When a contractor who should only view reports holds data export permissions, the system flags it for immediate attention. Automated agents handle straightforward certifications without human intervention, letting reviewers focus on the edge cases that require judgment. Campaign completion times drop dramatically since most decisions happen automatically.
Deprovisioning executes through the Salesforce API when access gets revoked. The platform removes profile assignments and permission sets without requiring someone to manually log into Salesforce admin. Implementation typically wraps up in about a month, which makes it feasible to deploy before quarterly audit deadlines.
Pros
- Extracts Salesforce profiles, permission sets, and roles at the entitlement level
- AI agents auto-certify routine access and escalate anomalies to human reviewers
- Deploys in weeks rather than the months required by legacy IGA platforms
- Revocation triggers immediate Salesforce deprovisioning through API connection
Cons
- Reviews support access removal only without granular permission modification
- Enterprise pricing requires sales conversation to scope accurately
- Newer market presence means fewer peer references available
G2: 4.8 out of 5 stars (13 reviews)
Okta Lifecycle Management
Organizations already running Okta for SSO can extend it into Salesforce access reviews through the Identity Governance add-on. The platform manages Salesforce user lifecycle events via SCIM, handling account creation, modification, and deactivation from a central console. Access certification campaigns run on scheduled intervals where reviewers confirm that Salesforce assignments remain appropriate.
The model works best when Salesforce access routes through Okta group memberships. Reviewers approve or deny at the group level, and SCIM propagates those decisions to Salesforce automatically. This approach simplifies reviews but sacrifices visibility into the permission sets and profiles that determine what users can actually do inside Salesforce. You see who has access, not what that access grants.
Recent AI enhancements generate summaries that help reviewers understand context during certification. No-code Workflows enable custom automation without developer involvement, like notifying managers when high-risk Salesforce assignments need attention.
Pros
- Consolidates identity, authentication, and governance in a single platform
- SCIM provisioning handles Salesforce account lifecycle without manual steps
- Thousands of pre-built integrations simplify multi-app governance
- No-code Workflows automate custom review logic and notifications
Cons
- Group-level reviews obscure Salesforce permission set details
- Governance capabilities require purchasing the full Identity Governance bundle
- Direct Salesforce accounts created outside SSO remain invisible
- Cost scales significantly as user count grows
G2: 4.5 out of 5 stars (1,257 reviews)
Capterra: 4.7 out of 5 stars (914 reviews)
SailPoint IdentityIQ
Large enterprises with complex Salesforce deployments often turn to SailPoint for governance. The platform models Salesforce profiles, permission sets, and custom roles at a granular level, feeding all of it into certification campaigns. AI recommendations compare each user’s entitlements against peer groups and surface outliers who hold unusual combinations of Salesforce capabilities.
Organizations running multiple Salesforce orgs or heavily customized permission structures benefit from SailPoint’s modeling depth. Segregation of duty policies catch problematic permission combinations, like a user who can both create purchase orders and approve payments within Salesforce CPQ. The compliance automation generates audit-ready evidence for SOX, HIPAA, and other regulatory frameworks.
The trade-off is implementation complexity. Deployments typically span six months to a year and require dedicated identity management staff to configure and maintain. Annual costs run into six figures, which positions SailPoint for organizations where compliance requirements justify the investment.
Pros
- Models Salesforce entitlements at the profile and permission set level
- AI peer analysis identifies users with anomalous access combinations
- Segregation of duty policies flag toxic Salesforce permission pairs
- Proven at enterprise scale with millions of managed identities
Cons
- Annual costs averaging around $240,000 limit mid-market adoption
- Implementation projects run six months to a year or longer
- Requires dedicated administrators with specialized training
- Overkill for organizations with simpler Salesforce configurations
G2: 4.5 out of 5 stars (161 reviews)
Capterra: 4.2 out of 5 stars (21 reviews)
Saviynt
Saviynt brings identity governance and privileged access management together on one platform. For Salesforce environments, this matters because admin accounts often need stricter oversight than standard users. The platform ingests Salesforce profiles and permission sets, then applies Trust Scoring to automate low-risk certification decisions. Reviewers spend time on the accounts that actually need scrutiny.
Continuous monitoring catches access drift between formal review cycles. When someone accumulates Salesforce permissions that look unusual compared to their peer group, the system triggers a micro-certification rather than waiting for the next quarterly campaign. Organizations report meaningful increases in revocation rates, suggesting reviewers make real decisions rather than rubber-stamping approvals.
The mobile interface lets managers certify Salesforce access from anywhere, which helps when campaigns have tight deadlines. Pricing positions below SailPoint while maintaining similar enterprise-grade capabilities, making it accessible for organizations that need depth without the top-tier budget.
Pros
- Unified IGA and privileged access management on the same codebase
- Trust Scoring automates routine approvals with high prediction accuracy
- Continuous monitoring triggers micro-certifications when access drifts
- Mobile app enables certification approvals from any location
Cons
- Support responsiveness varies based on customer reports
- Learning curve steeper than the interface initially suggests
- Occasional workflow stability issues require administrator intervention
- Review view customization options remain limited
G2: 3.5 out of 5 stars (limited reviews)
Capterra: 4.5 out of 5 stars (2 reviews)
Zluri
Zluri approaches Salesforce access reviews from a SaaS management foundation. The platform pulls user data and permission information from Salesforce while simultaneously tracking license utilization across your entire application portfolio. Reviewers see Salesforce access in context, understanding how it relates to the other tools someone uses.
Activity tracking reveals which Salesforce users actively engage with the platform versus those who hold licenses but rarely log in. AI capabilities flag accounts that look orphaned or carry permissions beyond what the role typically requires. Multi-level reviewer workflows let department managers and central IT both participate in certification decisions, ensuring appropriate oversight without creating bottlenecks.
Recurring review schedules run automatically on whatever cadence your audit cycle demands. When reviewers revoke access, remediation triggers through the Salesforce connection without manual follow-up. The platform’s discovery engine also catches Salesforce instances that employees might have spun up outside official procurement channels.
Pros
- SaaS management foundation provides license utilization context for reviews
- Activity data distinguishes active Salesforce users from dormant accounts
- Multi-tier reviewer workflows support both manager and IT sign-off
- Highly rated customer support based on Capterra reviews
Cons
- Integration coverage thinner for niche applications outside mainstream SaaS
- Report customization requires workarounds for specific formatting needs
- Workflow configuration interface could use clearer navigation
- Discovery occasionally flags applications incorrectly
G2: 4.6 out of 5 stars (175 reviews)
Capterra: 4.9 out of 5 stars (27 reviews)
How to Choose
- 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.
