Mastering Usage Management in Salesforce Revenue Cloud: From Setup to Invoicing
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Mastering Usage Management in Salesforce Revenue Cloud: From Setup to Invoicing
Learn how to implement and manage usage-based products in Salesforce Revenue Cloud. This comprehensive tutorial guides you through the complete process of setting up usage-based products with included grants, creating tiered rate cards, tracking consumption, and automatically generating invoices.
What You'll Learn
This video demonstrates the entire lifecycle of usage-based products in Revenue Cloud:
Creating products with included usage grants (e.g., 1000 AI tokens per month)
Setting up base rate cards and tiered rate pricing
Configuring usage resources and unit of measure classes
Creating quotes and orders for usage-based products
Tracking consumption and generating usage summaries
Calculating rates based on consumption tiers
Generating invoices that combine recurring fees and usage charges
Timestamps
*00:00* - Introduction to Usage Management in Revenue Cloud
*02:18* - Setting up the Product and Usage Resources (Product creation, Unit of Measure, Usage Resource)
*09:51* - Creating Rate Cards and Pricing Tiers
*17:40* - Quote and Order Creation Process
*21:23* - Usage Tracking and Summarization
*24:46* - Rate Calculation and Invoice Generation
Use Case Overview
In this example, we create an "AI Power Design Hub" product priced at $25/month that includes 1000 AI tokens. Once the customer exceeds their included tokens, they're charged at tiered rates:
Base rate: $0.10 per token
1500-5000 tokens: $0.09 per token
5001-10000 tokens: $0.08 per token
10001+ tokens: $0.07 per token
Watch how the system tracks usage, applies the appropriate tier pricing, and generates a combined invoice with both the recurring fee and usage charges.
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