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Digital Wallet Glossary of Terms
Review Digital Wallet’s key terms to help you understand your consumption data in Digital Wallet’s interface.
| Term | Definition |
|---|---|
| Aggregation Type | An aggregation type is the generic term for the method or formula used to amass and draw down your usage of a consumption-based product (see SUM and MAX). |
| Capacity | Capacity is an increment of usage on a consumption card containing Digital Wallet-enabled products that allow you to store data or files. With products that offer capacity, your org can purchase an amount of usage space (typically MBs or GBs of data) for a Digital Wallet card that you can’t exceed within a set time period. To avoid overages, your org can delete data or files to free up more capacity. Digital Wallet uses the MAX aggregation type to tabulate capacity consumption. |
| Card | In Digital Wallet, a card is a container for a group of usage types and their entitlements on your homepage. |
| Consumption-Based Products | Consumption-based (or usage-based) products are ones that allow you to purchase increments of usage (such as GBs of data storage) rather than allowing you to purchase access to the product for a set number of users. |
| Credit | Credits are increments of usage your org can purchase for certain Digital Wallet-enabled products or services. Credits can be used at any rate throughout a designated time period and you can purchase more for a Digital Wallet card that’s approaching an overage. Digital Wallet uses the SUM aggregation type to tabulate your org's credit consumption. |
| Custom Tag | Customer-defined tags that can be managed and applied to various resources. They provide a highly granular and personalized approach to organization and business needs. The tags are available for use in customer-built reports, enabling tailored consumption insights. |
| Dormant | A consumption card is dormant if consumption for the entitlement is being tracked on a different consumption card. An entitlement can have only one active buying model at a time, which means that any pre-purchased capacity you received through a bunde SKU is forfeited. Usage is being tracked on a pre-committed or pay-as-you-go consumption card. Data on a dormant card is for historical reference only. |
| Entitlement | In Digital Wallet, your entitlement is the amount of usage your org has purchased for a group of usage types offered by a consumption-based product. |
| LAST | LAST is an aggregation type that records your org's capacity consumption on a Digital Wallet consumption card and draws down against that consumption. Digital Wallet captures capacity usage several times during the day, then shows the most recent snapshot from the end of the previous day as that card's daily usage on the consumption card details page. If nothing was reported for that day, the details page shows "No data reported for this day." |
| Last Processed | Last Processed is the date/time that Digital Wallet last synced your org’s usage data. Time is in your org’s default time zone. Because Digital Wallet syncs data from multiple sources, there can be data processing delays in certain situations. |
| License Type | Supported license types are user licenses and permission set licenses. See Salesforce Help: Licenses Overview for descriptions. |
| Licenses Assigned | The total number of licenses that a Salesforce admin has assigned to their end users, which provides visibility into how many licenses are currently being used. |
| Licenses Provisioned | The total number of licenses that a customer is entitled to have and can currently be assigned to users. A discrepancy can sometimes occur between the provisioned and purchased amounts, such as when a renewal order has not yet been processed. |
| Licenses Remaining | The total of licenses provisioned minus the total of licenses assigned. These licenses are available for use but haven’t yet been assigned to end users by a Salesforce admin. |
| MAX | MAX is the aggregation type used to amass and draw down your org's capacity consumption on a Digital Wallet card. With the MAX aggregation type, Digital Wallet takes a snapshot of your capacity usage for all usage types on a relevant card at multiple intervals throughout the day. The highest value from the previous day is displayed in Digital Wallet as the daily use of capacity for the entire card. The MAX aggregation type is used on consumption-based products where usage capacity can be freed up by deleting files or data. |
| Monthly Account Summary | The Monthly Account Summary is a monthly usage statement that's emailed on the 10th of the month to the primary billing contact and entitlement notification contacts listed on a contract record. The email shows the Salesforce usage-based products, the total usage of each entitlement, the remaining balance, and the usage breakdown of each usage type and subtype (if any). |
| Multiplier | A multiplier is a predetermined number that’s multiplied by the units of usage you've consumed to get your total usage. Factors like currency and market value determine your multipliers. |
| Pay-as-you-go | Pay-as-you-go, also known as PayGo, is a buying model where you pay for credits based on your actual monthly usage, with no upfront commitment. Your usage fees are typically invoiced each month after you've used the services. |
| Pre-committed | Pre-committed is a buying model where you agree to use a specific amount of credits over a set period in exchange for a volume discount. Instead of paying for everything upfront, you're typically invoiced monthly based on your actual usage. You can receive a shortfall invoice if you don't use your full pre-committed quantity. |
| Pre-purchased | Pre-purchased is a buying model where you pay up front for a specific quantity of entitlements, with usage being drawn down from your balance. This buying model is ideal for businesses with predictable, consistent usage. If you use more than you purchased, you typically receive an invoice for the additional consumption used. Any unused pre-purchased entitlements are forfeited at the end of the contract term. |
| Rate Card | A rate card is a pricing breakdown doc that's shared with customers who have consumption-based products. Rate cards show the usage types, what counts as a unit of usage for each usage type, and a number called a multiplier that's used to calculate usage. |
| Raw usage | Raw usage is the number of individual usage events that took place for a usage type. For some usage types, many events of raw usage have to occur to equal 1 unit of usage. |
| Resource | The resource associated with the usage event. For example: Segment API name, Agent Action API name, Transform API name, and so on. |
| Resource type | The object associated with the resource. |
| Root resource | The root resource that generated the usage. For example: Agent API name, populated only for Flex Credits. |
| Retired | Retired indicates that the remaining entitlements have been converted and added to another existing card. The historical consumption data for the retired card appears only on the retired card, while any new consumption appears on the the card where the entitlements moved. The retired card remains on the homepage until the associated contract expires. |
| Standard tag | Salesforce managed tags, automatically applied to a resource, such as agent, action, pipeline, and more. Standard tags provide additional information to be used in usage analytics and are integrated into the Digital Wallet out-of-the-box Data 360 and Tableau Next dashboards. |
| SUM | SUM is the aggregation type used to amass and draw down your credit usage on a Digital Wallet card. With the SUM aggregation type, usage calculations are processed and displayed in Digital Wallet multiple times a day. SUM calculations are used on consumption-based products where usage accumulates and it can't be deleted to free up more usage space. |
| Unit | A unit is a predetermined number that your raw usage is divided by to give you the amount of usage you've consumed. Think of a unit as the number of raw usage events that have to occur to equal 1 instance of usage for a usage type. |
| Usage Subtype | Usage subtypes are the subcategories of metrics-defined resources offered by consumption-based products. A usage type has a subtype when the resource can be used in multiple ways. For example, if the usage type you use is SMS messages, a subtype of that could be SMS messages to France. |
| Usage Type | Usage types are metrics-defined resources offered by consumption-based products. In Digital Wallet, related usage types are bundled together. Depending on the product, a usage type could be anything from SMS messages to data queries. |
| Volume-Based Multiplier | A tiered pricing structure that automatically decreases the usage multiplier when monthly consumption reaches specific thresholds, providing discounted rates as usage increases. |
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