Skip to main content
AI/MLjeremylongshore

salesforce-cost-tuning

'Optimize Salesforce costs through API call reduction, edition selection,

Stars
2,267
Source
jeremylongshore/claude-code-plugins-plus-skills
Updated
2026-05-31
Slug
jeremylongshore--claude-code-plugins-plus-skills--salesforce-cost-tuning
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/jeremylongshore/claude-code-plugins-plus-skills/HEAD/plugins/saas-packs/salesforce-pack/skills/salesforce-cost-tuning/SKILL.md -o .claude/skills/salesforce-cost-tuning.md

Drops the SKILL.md into .claude/skills/salesforce-cost-tuning.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Salesforce Cost Tuning

Overview

Optimize Salesforce costs by reducing API call consumption, choosing the right edition, and monitoring API usage budgets. Salesforce charges per-user licenses (not per-API-call), but API limits are tied to edition + license count.

Prerequisites

  • Access to Salesforce Setup > Company Information
  • Understanding of current API usage patterns
  • Access to contract/license details

Instructions

Step 1: Understand Salesforce Pricing Model

Edition Per-User/Month API Calls/Day (Base) Per-User API Calls
Developer Free 15,000 N/A (1 user)
Essentials ~$25 15,000 +1,000/user
Professional ~$80 15,000 +1,000/user
Enterprise ~$165 100,000 +1,000/user
Unlimited ~$330 100,000 +5,000/user
API Add-on Pack Varies +200K-10M/day Per org

Key insight: API calls are per-org, not per-user. A 50-user Enterprise org gets 100,000 + (50 * 1,000) = 150,000 daily API calls. All integrations share this pool.

Step 2: Monitor Current Usage

const conn = await getConnection();
const limits = await conn.request('/services/data/v59.0/limits/');

const apiUsage = {
  daily: {
    used: limits.DailyApiRequests.Max - limits.DailyApiRequests.Remaining,
    remaining: limits.DailyApiRequests.Remaining,
    max: limits.DailyApiRequests.Max,
    percentUsed: ((limits.DailyApiRequests.Max - limits.DailyApiRequests.Remaining) / limits.DailyApiRequests.Max * 100).toFixed(1),
  },
  bulk: {
    ingestJobs: limits.DailyBulkV2QueryJobs,
    queryJobs: limits.DailyBulkV2QueryJobs,
  },
  storage: {
    dataMB: `${limits.DataStorageMB.Max - limits.DataStorageMB.Remaining}/${limits.DataStorageMB.Max} MB`,
    fileMB: `${limits.FileStorageMB.Max - limits.FileStorageMB.Remaining}/${limits.FileStorageMB.Max} MB`,
  },
};

console.log('API Usage:', JSON.stringify(apiUsage, null, 2));

Step 3: Reduce API Call Count (Biggest Cost Lever)

// BEFORE: 1 API call per record = expensive
for (const contact of contacts) {
  await conn.sobject('Contact').create(contact); // 1000 calls for 1000 records
}

// AFTER: Batch with sObject Collections = 5 calls for 1000 records
for (let i = 0; i < contacts.length; i += 200) {
  const batch = contacts.slice(i, i + 200);
  await conn.sobject('Contact').create(batch); // Max 200 per call
}

// AFTER: Use Bulk API for 10K+ records = 1 job regardless of count
await conn.bulk2.loadAndWaitForResults({
  object: 'Contact',
  operation: 'insert',
  input: csvData, // Can be millions of rows
});
// Bulk API has its own separate daily limit (15,000 jobs)

// Cache describe calls — saves 50+ calls/day if you describe objects frequently
const describeCache = new Map();
async function cachedDescribe(objectName: string) {
  if (!describeCache.has(objectName)) {
    describeCache.set(objectName, await conn.sobject(objectName).describe());
  }
  return describeCache.get(objectName);
}

Step 4: API Call Budget Tracking

class ApiCallBudget {
  private dailyBudget: number;
  private callsToday = 0;

  constructor(dailyBudget: number) {
    this.dailyBudget = dailyBudget;
  }

  async refreshFromOrg(conn: jsforce.Connection): Promise<void> {
    const limits = await conn.request('/services/data/v59.0/limits/');
    this.callsToday = limits.DailyApiRequests.Max - limits.DailyApiRequests.Remaining;
    // Note: this call itself costs 1 API call — don't check too frequently
  }

  canSpend(estimatedCalls: number): { allowed: boolean; reason?: string } {
    const projected = this.callsToday + estimatedCalls;

    if (projected > this.dailyBudget * 0.95) {
      return { allowed: false, reason: `Would exceed 95% of ${this.dailyBudget} daily budget` };
    }

    if (projected > this.dailyBudget * 0.80) {
      console.warn(`API budget warning: ${this.callsToday}/${this.dailyBudget} used`);
    }

    return { allowed: true };
  }
}

Step 5: Edition Right-Sizing

Decision tree for Salesforce edition:

If API calls/day < 15,000:
  → Developer Edition (free) or Professional ($80/user/month)

If API calls/day 15,000-150,000:
  → Enterprise Edition ($165/user/month)

If API calls/day > 150,000:
  → Unlimited ($330/user/month) or API Add-on Pack
  → OR reduce calls with batching/caching (usually cheaper)

If you need just data sync:
  → Consider Heroku Connect ($$$) for automatic bi-directional sync
  → Eliminates most API calls — data syncs via Change Data Capture

Output

  • Current API usage analyzed
  • Cost reduction strategies applied (batching, caching, Bulk API)
  • API call budget tracking implemented
  • Edition recommendation based on usage

Error Handling

Issue Cause Solution
Unexpected API call spike Unoptimized loop/query Use Collections or Bulk API
Budget exceeded Missing monitoring Add budget tracking class
Storage limit Too many records/files Archive old data, delete test data
License overspend Unused integration licenses Audit active users quarterly

Examples

Reduce API consumption with a measured batch migration

Measure current API calls for one integration in a sandbox-equivalent window, replace its record-at-a-time loop with a bounded Bulk API or collection operation, and compare call count, error rate, and processing time. Configure an alert below the organization limit and preserve a feature flag or prior integration schedule for rollback. Do not reduce polling frequency until downstream freshness requirements have been agreed with the system owner.

Resources

Next Steps

For architecture patterns, see salesforce-reference-architecture.