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Usage Management Essentials
Browse through this collection of terms, key objects, and key concepts. This collection is designed to give Salesforce admins, sales reps, and developers a clear and consistent understanding of usage management concepts and helps them navigate the Usage Management landscape.
- Anchor Base Rate
- The rate that's provided as the base rate for the Anchor product or usage resources.
- Anchor Product
- The main product or usage service. It's a usage subscription that may or may not include resource grants. For example, Quantum Collaboration Suite Basic is a subscription service that includes 100 call meetings, 50 video meetings, 10,000 emails, and 10 GB of data transfer per month.
- Commitments
- The strategic planning, procurement, and administration of products and resources by committing to consume a specific quantity over a defined period, in return for substantial discounts.
- Commitment Rate
- The rate that's negotiated and agreed between buyer and seller while buying the commitment to be used on Anchor Product or Resources.
- Commitment Tokens
- The tokens that are used to charge for the consumption of usage resources committed to be consumed over a specific period.
- Drawdown
- The process of deducting consumption from the available resource balance. This applies to Wallet or Bucket on usage resources. For example, John purchases Usage Anchor Product Artificial Intelligence (AI) Premium. It includes multiple resources for one year, from January 25 to December 25. The resources are: 10,000 AI Images, 1,000 Application Programming Interface (API) Calls for AI Search, and 100 Million Words for AI Text Generation. By January 25, John has three Wallets for these resources. They include grants of 10,000 AI Images and 1,000 API Calls for AI Search. By February 1, John consumes 300 Images out of the 10,000 granted quantity. Considering 300 as the drawdown quantity, the AI Image resource balance is 9,700 images.
- Entitlements
- Grants that are assigned with the sellable product that a customer purchases.
- Grant Binding
- The process of associating purchased or provisioned resources (grants or entitlements) with specific entities or levels within an organization's hierarchy. This allocation establishes the scope and target location (Wallet or Bucket) that these resources can be consumed or drawn down from.
- Liable Summary
- Stores the calculated overages for the usage resource and the amount that’s charged for these overages.
- Overages
- Number of units that are consumed over the base limit of grants provided with the sellable product.
- Pack Product
- An add-on product or service that provides additional units of usage resources sold either for one-time use or at regular intervals. For example, Call Meetings pack, which isn add-on pack that provides an additional 200 call meetings valid for one year for a one-time fee of $50, and Call Meetings Yearly pack, which provides 200 call meetings per month for 12 months at $40 per month.
- Product Usage Grants
- Product usage grants define the grant details associated with a Usage Sellable Product such as the granted quantity, renewal and rollover policy, and validity of the grant. In anchor-type products, usage grants are the resources granted with the sellable product, whereas in pack-type products, usage grants are the resources purchased. For example, usage grants for the Microsoft Visual Studio Enterprise license (anchor-type product) might include 1,800 Azure DevTest credits per month, 5 concurrent pipelines, 40 private repos, and 20 minutes of test executions. For Cloud Pack 50K Azure Credits (pack-type product), usage grants can be 50,000 Azure Credits.
- Product Usage Resource
- A junction object that relates an anchor product with a usage resource. For example, John purchases the AI Premium anchor product, with the option to add other usage resources, such as AI Images and GPU Compute. While these usage resources are defined individually, they are connected to the main product through the Product Usage Resource junction object, effectively making them components of that specific product offering.
- Product Usage Resource Policy
- The policy that defines the set of rules applicable to the usage resource when it’s associated with a sellable product. These policies are derived from the parent usage resource and can be overridden during usage modeling setup.
- Sellable Usage Products
- Usage products that provide usage-based services. Anchor and Pack are the types of sellable products.
- Shortfall
- A situation where a customer fails to meet a predetermined commitment. For example, John agrees to use 10,000 tokens on Claude AI within a one-year period, from January 25 to December 25, to be spent on various resources. After December 25, John's total usage is calculated at 8,500 tokens, resulting in a shortfall of 1,500 tokens against his commitments.
- Transaction Journal
- Stores raw consumption logs for each usage resource.
- Transaction Usage Entitlement
- Stores the details of each usage entitlement that’s granted with each usage resource.
- Units of Measure
- Quantifies the consumption of a usage resource. Define units of measure to support a wide range of usage resources. For example, a unit of measure can be time-based such as seconds and hours; volume-based such as ounces and gallons; or count-based.
- Units of Measure Class
- A class that groups the same type of units of measure. For example, the Data Storage unit of measure class groups various storage units such as KB, MB, and GB.
- Usage Aggregation Policy
- Defines the method used to aggregate consumption of a usage resource over a specified period. Some examples of such aggregation methods are MAX, SUM, Event.
- Usage Commitment Policy
- The policy that determines how commitments are applied to a usage resource.
- Usage Entitlement Account
- Stores the entitlement account details related to the asset that holds the wallet with the granted units.
- Usage Entitlement Bucket
- Stores usage entitlements of a usage resource that's granted or purchased with the sellable product.
- Usage Entitlement Entry
- Stores the usage entitlement details such as the usage consumption, rollovers, and details of expired units for each tenure.
- Usage Grant Refresh Policy
- Defines whether the grants provided with the usage resource can be refreshed and the frequency of the grant refresh. For example, a mobile plan offers 100 SMS per month that is refreshed every month.
- Usage Grant Rollover Policy
- Defines whether the usage resource’s grants expire or can be rolled over after the initial validity period is completed.
- Usage Overage Policy
- The policy that determines the management of usage resource's units consumed beyond the granted limit.
- Usage Ratable Summary
- The element that calculates the rate of a usage resource precisely by applying rounding rules such as round up, round down, or half up.
- Usage Resource Policy
- The policy that defines the set of rules applicable to a usage resource regardless of its association with a sellable product.
- Usage Summary
- Stores the aggregation of the entries in the transaction journal for a usage entitlement for a specified period.
- Validity Period
- Defines the duration a usage resource is granted or purchased for. For example, 100 API calls are available for 3 months.
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