Everything a team needs to recover Salesforce seats safely.
Built for Sales Ops and Business Ops teams who need to control the harvest strategy without writing code. Connects to the ITSM platform you already run.
Reclaim SaaS seats beyond Salesforce.
Connected Platforms extends the same scan → approve → act pipeline to the SaaS tools your teams pay for per seat. Each platform runs its own scan schedule and policies with per-policy dry-run mode, and every action is reversible. Platforms are enabled individually for your install — contact us to switch one on.†
Asana
Inactive members are removed from Asana's web and mobile work management platforms automatically.
ClickUp
Inactive members are removed from your ClickUp workspace.
Monday.com
Inactive members drop to view-only Viewer seats — billing removed and cost savings.
Wrike
Inactive users move to free Collaborator seats.
Smartsheet
Inactive users are set INACTIVE — reversible, account record preserved.
Airtable
Enterprise user scope and plan required. Remove inactive users from workspace
Gong
Inactive users are deactivated — all records preserved.
DocuSign eSignature
NewInactive memberships are closed — reversible, envelope history preserved.
Outreach
NewInactive seats are locked — reversible, prospect data preserved.
How platform scans work. Each platform scan runs as a scheduled job per active policy: the provider pages users from the platform API, evaluates each against your inactivity threshold, and promotes matches to Warning Cases. If a policy requires manager approval, the usual email or ITSM flow applies before anything is touched in the external platform.
Plug license harvesting into the workflow your IT team already runs.
Instead of a standalone email approval process, License Reclaim can open a ticket directly in your ITSM platform and listen for the decision via signed webhook. No middleware, no Zapier, no ETL — just native Salesforce talking to your toolchain.
- 01 LR creates an ITSM Request via REST API
- 02 Assignment group routes to IT Ops or HR Ops
- 03 Agent resolves the ticket with a keep or downgrade decision
- 04 ServiceNow fires outbound REST to LR webhook
- 05 Salesforce applies decision and logs the outcome
- 01 LR opens a JSM request via REST API
- 02 Automation rule fires on issue creation
- 03 Agent resolves the request with a keep or downgrade decision
- 04 JSM Automation POSTs to LR webhook on close
- 05 Salesforce applies decision and logs the outcome
- 01 LR detects inactive user, opens a Serval ticket via API
- 02 Serval notifies the end-user and routes to manager for approval
- 03 Manager records decision — Keep, Revoke, or Downgrade
- 04 Serval sends a signed decision webhook to License Reclaim
- 05 Salesforce applies decision (including license downgrade) and logs the outcome
Serval is the only provider that supports a three-way decision: keep the seat, revoke it entirely, or downgrade to a lighter license type — all from a single ticket.
- 01 LR opens a ticket via POST /api/v2/tickets
- 02 Freshservice Automator fires on ticket creation
- 03 Agent resolves the ticket with a keep or downgrade decision
- 04 Automator sends X-Freshservice-Signature webhook on close
- 05 Salesforce applies decision and logs the outcome
Also compatible via generic webhook integration: ManageEngine ServiceDesk, Flexera, and Zluri. Contact us to connect your platform →
How decisions flow back. When an ITSM agent resolves the ticket, your platform fires a webhook to a secure endpoint inside your Salesforce org. License Reclaim verifies the signature, reads the keep-or-downgrade decision, and applies the corresponding action — all within the existing approval workflow, with a full audit event logged automatically.
Sales Ops and Business Ops own the harvest strategy — not IT.
Most license governance tools require a Salesforce admin to run every reclaim cycle. License Reclaim puts the configuration in the hands of the people who understand the business: per-policy controls that let operations teams set the approach, the thresholds, and the approval channel without writing code or opening a support ticket.
Execution path
Send manager emails, open an ITSM ticket, or both — configured per policy so high-value teams use ITSM and seasonal workers use email.
Inactivity threshold
Set the number of days without login per policy. Different license types can carry different thresholds — Sales Cloud seats vs. Service Cloud seats, for example.
License type filters
Target specific license types for each policy run. Exclude Chatter, Platform, or Experience Cloud licenses that carry different savings profiles.
Grace period length
Set how long a frozen user has to appeal before permanent deactivation. Some teams want 7 days; compliance-sensitive orgs want 30.
Auto-freeze on timeout
If a manager doesn't respond within your SLA, the policy can auto-freeze the user or hold for manual review — your call.
Dry-run toggle
Activate dry-run mode per policy. Run the full pipeline — scans, cases, simulated emails, ITSM tickets — without touching a single User record.
Typical rollout for a 500-seat org
Week 1 — Dry-run with your largest license bucket. Review the flagged users and tune the threshold. Week 2 — Go live on email approval. Week 3 — Connect Jira or ServiceNow so IT Ops handles the queue in the tool they already use. By week 4, reclamation runs on autopilot with zero admin intervention.
Everything a team needs to run this at scale.
Connected Platforms
Extend reclamation to Asana, ClickUp, Monday.com, Wrike, Smartsheet, Airtable, Gong, DocuSign eSignature, and Outreach — each with its own policies, schedules, and reversible actions. New: DocuSign and Outreach.
ITSM Connectivity
Native connectors for ServiceNow, Jira Service Management, Serval, and Freshservice. LR raises tickets and listens for signed webhook callbacks — no middleware, no Zapier, no ETL.
Per-policy harvest controls
Sales Ops and Business Ops teams configure each reclaim policy independently — execution path, thresholds, grace period, auto-freeze behavior — without writing code.
Dry-Run Mode
Run the entire pipeline against real users without touching a single account. Cases are created, emails are simulated, ITSM tickets are opened in a test mode — no user account is changed.
HMAC-signed approval links
Each manager-decision URL is signed with a per-org SHA-256 HMAC, single-use, time-bounded. No session required — works from any email client.
CFO savings dashboard
Annualized run-rate, YTD savings, top departments by reclaim volume. Reversed (reactivated) events net out automatically — the number you see is the number you really saved.
Slack & Teams notifications
Configure a webhook URL per policy. Every freeze, deactivation, or reactivation posts to your channel. Optional — off by default.
Append-only audit trail
Every approval click, freeze, deactivation, and PSL-unassign is recorded in the application. Inline justification field for managers. Compliance-friendly.
Global kill switch
One toggle in Setup halts all freezes, deactivations, and emails immediately — mid-cycle, mid-batch, doesn't matter. Reactivate with one click when ready.
Cleanup for deactivated users
Deactivating a user breaks the reports and dashboards still tied to them. The Cleanup tab finds reports owned by, scheduled deliveries to, and dashboards running as deactivated users — reassign or remove them in bulk, with every removal written to the audit log.
Set-and-forget scheduling
Daily, Weekly, or Monthly scans configured from the Setup tab — pick an off-peak hour, pause anytime. No Developer Console, no code.
One-click reactivate
Deactivated someone by mistake? Reactivate from Warning Cases and a reversal event keeps the CFO dashboard accurate. Force Revoke skips the wait on open cases.
Guided setup in an afternoon
Claim-code registration, in-app Org Settings, and User Access toggles for Admin and Viewer roles. An hourly heartbeat keeps license state fresh — first dry-run scan within an hour of install.
Ten checks before any user is flagged.
The integration users, the API users, the queue owners, the sysadmins — none of them get auto-deactivated. License Reclaim runs every candidate through ten orthogonal safety checks, blocks on red flags, warns on amber.
integration@…, api-…, svc-… are blocked. 100% on-platform — with optional ITSM callouts.
The entire pipeline runs on scheduled jobs inside your Salesforce org; the UI is native Lightning. When ITSM Connectivity is enabled, outbound callouts create tickets in your provider — all inbound decisions return via signed webhooks to a secure endpoint inside your org. No middleware sits between Salesforce and your ITSM platform.
Scheduled jobs inside your Salesforce org. No external compute, no proxy tier.
Standard Salesforce objects + a small set of custom License Reclaim objects. No external database.
Only what you enable: ITSM ticket creation, Slack/Teams notifications. Each is opt-in per policy.
Need the deeper architecture write-up for your security team? See the security review →
Ready to see License Reclaim in your org?
30-day trial. Managed package install in five minutes. ITSM connector setup in another ten.