Usage Based Products in Revenue Cloud
In this tutorial, we explore usage-based products in Salesforce Revenue Cloud. We’ll guide you through the entire setup process, including enabling rate management, creating rating and discovery procedures, setting up products, defining units of measure, usage resources, product usage grants, and rate cards.
The use case we demonstrate involves Tesla offering Full Self-Driving as an evergreen subscription. The subscription includes 10,000 km per year, with tiered overage charges based on usage.
Key steps covered:
1. Enabling Rate Management in Salesforce.
2. Setting up rating and discovery procedures.
3. Creating the product, usage model, and units of measure.
4. Configuring the Product Usage Grant for usage limits.
5. Defining rate cards and tiered pricing for overages.
6. Syncing decision tables and linking rate cards to the price book.
7. Testing usage-based pricing on a quote.
Whether you’re configuring usage-based subscriptions or learning about advanced Revenue Cloud capabilities, this video offers step-by-step guidance. If you found this helpful, don’t forget to like, subscribe, and leave your questions or suggestions for future topics in the comments!