Governance guide

How to govern Sprawl in Salesforce

A step-by-step guide to governing Sprawl in Salesforce with Rencore: detect, review by owner and severity, and remediate with an audit trail.

Definition

Governing Sprawl in Salesforce means finding where it goes wrong, reviewing the findings by owner and severity, and remediating with an audit trail. Rencore covers this concern for Salesforce with the pre-built controls below, so it becomes a repeatable check rather than a one-off cleanup. The steps that follow apply the same detect, review, remediate loop to Sprawl.

Steps

  1. Inventory Salesforce

    Connect Salesforce and let Rencore build a continuous inventory of its resources, owners, and configuration, so governance starts from what exists rather than a stale export.

  2. Detect with policies

    Turn on the pre-built policies that cover Sprawl in Salesforce to surface oversharing, sprawl, and misconfiguration on the first scan, before writing a single custom rule.

  3. Review by owner and severity

    Use the Salesforce reports to review findings by owner, category, and severity, and to share them with stakeholders who do not have a seat in the platform.

  4. Remediate and automate

    Apply automations to fix findings at scale, route sensitive changes through approvals, and keep every action reversible and logged for the audit trail.

Salesforce controls for Sprawl

Grounded in the Rencore catalog. See the full Salesforce catalog on the Salesforce connector page.

  • Unused Salesforce permission sets

    Detects custom permission sets that are not assigned to any user

    Severity: Low
  • Stale Salesforce connected apps (not modified in 1 year)

    Detects connected apps that have not been modified in over 365 days

    Severity: Low
  • Salesforce permission sets without a description

    Detects custom permission sets that have no description

    Severity: Low
  • Stale inactive Salesforce agents (1+ year old)

    Detects inactive Agentforce agents created over a year ago

    Severity: Low
  • Inactive Salesforce Users

    Shows deactivated user accounts

Explore the full Salesforce governance catalog | All guides

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