When it comes to having a finite number of resources to use across your Salesforce implementation, knowing exactly how much is being used (and where) becomes a key aspect of administration to help you make the most of your investment.
Generally available since July 2024, the Salesforce Digital Wallet is a new account management tool that will revolutionize how Salesforce brings to market usage-based products. It focuses on consumption transparency while offering an easy-to-navigate self-service experience.
The Shift Towards Consumption-Based Products
Salesforce is traditionally known as a seat-based company – in the sense that their licensing model is used predominantly to sell seats to customers on a per user basis. This doesn’t mean, however, that they are only seat-based. In fact, Salesforce has been selling products on a consumption basis for over a decade, beginning with ExactTarget and Heroku.
The main advantage of consumption-based usage or a consumption model is the flexibility customers are presented with through the option to purchase how much or how little they are planning to use, rather than a set, predefined entitlement.
Consumption-based products, however, come with their own challenges when it comes to implementation and monitoring – customer feedback has highlighted a lack of transparency and limited usage insights, alongside minimal self-service capabilities, just to name a few. Salesforce has taken all of this into account, launching Digital Wallet to empower customers to easily budget, plan, and ultimately manage their resources.
At the Center of Salesforce’s Agentforce Transformation
With the rapid rise in AI, data, and automation products, Salesforce – like the rest of the market – is turning more to consumption-based GTM and selling motions to accommodate changing customer needs.
The usage tracking and frictionless self-service experience that Salesforce Digital Wallet provides is key to customers as Salesforce transitions to consumption pricing, especially when it comes to Agentforce implementations. With the entitlement being part of Salesforce Foundations or the dedicated Agentforce SKU, it has never been easier to track how conversations are consumed by either of the available agents, providing the much-needed transparency that customers have been waiting for!

Access the New Digital Wallet
First things first: allowing access to the new Consumption Cards is as easy as it gets – users who need to view this information should have the View Consumption permission enabled either in a Permission Set or the Profile assigned to them.

The Consumption Cards can be accessed easily from the App Launcher – simply search for them, just as you would with any other item. You can reach this same page if you navigate to the Your Account app and click on Consumption Cards.
Track Consumption and Allowance Across Contracts
When it comes to entitlements, these can be anything from consumption credits to storage capacity. At this time, this information is available for Digital Wallet enabled products and more of the Salesforce consumption-based products are being included. As of now, these include Agentforce for Sales and Agentforce for Service, Data Cloud, Einstein Requests, Einstein Personalization, and Salesforce Messaging, to name a few.
After accessing the Consumption Cards tab, you can immediately track product usage and understand remaining capacity at a glance across one or more cards. Each Digital Wallet-enabled product’s entitlement will be pooled in the same card even if they are purchased across more than one active contract – the updates are happening almost in real-time, and the consumed credits will be deducted from the Contract expiring first, before continuing on to the next.

Even though the allowance is pooled, you can optimize usage and monitor this across individual contracts by clicking the “Multiple” hyperlink on each card – this will redirect you to a list view of the sources breakdown. Of course, if needed, you can navigate through each contract for more details.

Uncover Consumption Trends
A key metric with consumption-based products and the associated entitlements is how and when they are used across your implementation. With Salesforce Digital Wallet, you have readily available insights to help you identify usage over time to better budget and support buying decisions.
By clicking on “View Consumption Details” on the card you would like to dive into, you can access the Consumption Insights page: a comprehensive view of where your credits have been spent over a period of time.
You can choose to look back 90 days, 30 days, 7 days etc. also select between a table or a chart view, but regardless of which option you go for, you will be able to see the various types of consumption and the current usage (%) displayed on the card. In addition, within the table view, you can see the exact number of Units alongside the Multiplier and, of course, the number of credits. Doesn’t that sound like a breeze?

In addition to the Consumption Insights page above, you will also receive a monthly usage summary over email, containing the starting balance and consumption percentage as well as the exact number.
Why Use the Digital Wallet?
A trusted, self-service way to properly monitor consumption makes this free functionality a long overdue ally in enabling you and your organization to make data-driven purchasing and implementation decisions. Being able to understand exactly which types of consumption increase the usage of your entitlement allows you to tweak and optimize processes as needed, all to make the most out of your Data Cloud investment.
What’s New With Digital Wallet?
After this initial launch, Salesforce plans to further enhance Digital Wallet with even more out-of-the-box and customizable features to help customers have full control and visibility over their consumption.
First, Data Cloud in Sandboxes is now Digital Wallet enabled, with Digital Wallet displaying sandbox consumption and allowing tracking and monitoring just as it does for production.
Consumption threshold alerts will become available in the February Spring ‘25 release, to notify users when usage reaches a certain threshold, or when purchased credits are getting close to being depleted.
Customers will have to activate the readily available consumption alerts flow template, and they will receive email notifications whenever the consumption reaches a certain percentage of the contractual allowance. For example, the team can receive an email when consumption is at 80% of total allowance, so they can proactively prevent overage and take action in time.

Customers have also requested more actionable usage insights. For that, in the future, Digital Wallet will support usage tagging, so customers will have the option to apply their business lens to usage data and gain depth insights into usage patterns. For example, users will be able to tag features to usage and understand which features are driving the consumption; or tag cost centers and business units to see consumption split.
As for the Salesforce consumption-based products, Digital Wallet currently supports Unified Messaging credits, Einstein personalization, Agentforce conversations and will soon support platform user license as well as Tableau Unified Analytics consumption, with more products to onboard in the future.
Summary
Digital Wallet is en route to becoming a one-stop shop for all Salesforce consumption-based products, so if you are already an Agentforce or Data Cloud customer, for example, this really is a tool in your arsenal to start using today.
Based on Salesforce customer feedback, Digital Wallet now offers much-needed insights into usage, trends over time, and of course, overall entitlements and consumption on a contract-by-contract basis.
Have you already explored Digital Wallet? Let us know how it helped you optimize your consumption in the comments section below!