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About Digital Wallet
Welcome! Digital Wallet is a free account management tool that's your one-stop hub for viewing and analyzing your footprint across your Salesforce product portfolio.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To view Consumption Cards tab: | View Consumption, View Consumption Tags, Manage Consumption Tags, or Assign Consumption Tags |
| To view Consumption Analytics tab: | View Consumption |
| To view License Utilization tab: | View License Utilization |
| To use the Your Account app: | Manage Billing or the Your Account App admin user permission set |
To see an expanded list of required permissions, permissions sets, and licenses for Digital Wallet features, see Digital Wallet Permissions.
Note
As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.
Digital Wallet Features At a Glance
| Feature | For More Information |
|---|---|
| View real-time license utilization information for your seat-based products in the License Utilization tab. | View License Utilization in Digital Wallet |
| Monitor and analyze near-real-time usage for your consumption-based products. | Monitor Usage for Consumption-Based Products in Digital Wallet |
| View the Consumption Insights dashboard, which includes Data 360 reports that leverage standard consumption tags. Gain a granular view of your consumption by agent, action, and other consumption sources. | Consumption Insights Dashboard (Data 360 Reports) |
| View the Consumption Analytics dashboard, which includes Tableau Next visualizations that leverage standard consumption tags. Seamlessly delve deeper to reveal underlying details and optimize business planning with consumption forecasting. | Consumption Analytics Dashboard (Tableau Next) |
| With custom consumption tags, you can organize and categorize your usage data to the level of granularity you require based on your specific company business needs and internal structure. | Manage and Report on Business-Specific Custom Tags |
- Digital Wallet Permissions
To access Digital Wallet and its features, users require a combination of user permissions, permission sets, and licenses. - Access Digital Wallet
You can access Digital Wallet from the Digital Wallet app or the Your Account app. The Digital Wallet app contains one or more tabs, which provide access to Digital Wallet features. Which tabs appear is determined by the purchasing model for your Salesforce products and if you're granted access to view the tab. - Digital Wallet Glossary of Terms
Review Digital Wallet’s key terms to help you understand your consumption data in Digital Wallet’s interface. - Get Digital Wallet Support
Learn how to get help with your Digital Wallet integration, usage data, or overages related to Digital Wallet-enabled products. - View License Utilization in Digital Wallet
License Utilization is your one-stop hub for viewing your footprint across the entire Salesforce product portfolio. License Utilization provides a clear, unified picture of the products you’ve purchased and their corresponding seat-based licenses. It provides accurate, real-time data, in a single, trusted place. All license data, including metrics, percentages, and totals, pertain to the org where you’re viewing the license utilization information. - Monitor Usage for Consumption-Based Products in Digital Wallet
The Digital Wallet Consumption Cards tab provides consumption information for monitoring and observing usage trends over time. It uses Data 360 core features to collect usage data from various services, process it in near real-time, and store the consumption records as data lake objects (DLOs). This architecture allows Digital Wallet to provide granular, unified tracking of consumption-based products, including Data 360, Agentforce, and more. - Get Digital Wallet Notifications about Your Usage
Learn how to implement Digital Wallet’s Consumption Threshold Alerts flow to get usage notification when your org’s usage exceeds specified thresholds. You can also find info on the automated Monthly Account Summary emails that summarize usage from the previous month. - Get Actionable Insights with Standard Consumption Tags
Consumption tags are a framework that provides enhanced transparency into your consumption-based products. Digital Wallet provides a set of standard consumption tags, which are additional metadata alongside the standard billing metrics. These tags provide more granular data that enables you to uncover deeper insights into usage patterns. Reports built with standard consumption tags provide visual representations of what agents, usage types, features, and sources (to name a few) are driving consumption and help you determine where you want to further invest. - Manage and Report on Business-Specific Custom Tags
Track and optimize your consumption through your specific business lens. Custom consumption tags empower you to gain deeper, business-specific insights by creating and managing your own tags to track consumption based on unique categories, such as department and cost center. - Troubleshoot Digital Wallet
Find solutions and guidance for common issues you can encounter when using Digital Wallet and its associated features.
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