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License assignment auditing requires comprehensive data extraction that combines assignment details with user attributes for compliance verification, but Salesforce’s native reporting makes this process cumbersome and incomplete.
Here’s how to create complete audit datasets with all the user context and historical tracking you need for compliance documentation.
Build comprehensive audit datasets with automated extraction using Coefficient
Coefficientprovides a complete audit solution by enabling comprehensive permission set license assignment data extraction with full user attributes in a single automated process, eliminating the manual data compilation required in native Salesforce.
How to make it work
Step 1. Set up a comprehensive audit data import.
SalesforceConnect to yourorg and create an import that combines all permission set license assignments with license names, complete user profiles (Name, Email, Department, Role, Manager), assignment dates, and user activity data like LastLoginDate and IsActive status.
Step 2. Configure automated audit workflows with scheduled imports.
Set up daily or weekly scheduled imports to capture current assignments automatically. Use the append functionality to maintain historical assignment records while adding new data, creating a complete audit trail with timestamps.
Step 3. Apply audit-specific filters and date ranges.
SalesforceUse dynamic filters for specific audit periods, user populations, or organizational units. Filter by assignment date ranges, active users, or specific departments to focus your audit scope in.
Step 4. Create automated documentation and export processes.
Set up automated exports for compliance documentation through scheduled export functionality. Create formatted audit reports with pivot tables showing license distribution, user activity correlation, and assignment change tracking.
Step 5. Build historical comparison and validation capabilities.
Use snapshot functionality to preserve audit data at specific points in time. Compare current assignments against historical snapshots to identify changes, validate compliance, and track license usage trends over audit periods.
Streamline your license compliance auditing process
Set up your auditThis automated approach provides audit-ready datasets with complete historical tracking and minimal manual intervention.data extraction process to ensure comprehensive license compliance documentation.
