Monitor Usage Using Wallets
Learning Objectives
After completing this unit, you’ll be able to:
- Convert a quote into an order and edit it.
- Review the information displayed in wallets.
Explore the Wallets Dashboard
You have set up an account as the grant binding target. When assets are created during order execution, the usage entitlements are associated with the target specified, in this case, the account.
When you bind a grant target, Agentforce Revenue Management automatically creates a wallet for it. The Wallets dashboard shows, for each wallet, how much was granted, how much has been consumed, and how much remains—giving billing operations teams a clear, human-readable view of usage entitlements without digging through raw consumption logs.
The grant binding target controls where wallets appear on the dashboard, so teams only see the wallets relevant to their scope.
This visibility pays off in a few concrete ways.
- Proactively catch overages in real time, before the invoice runs—instead of discovering them at the end of a billing cycle.
- Spot accounts nearing their entitlement limit and take action before consumption spikes into an overage.
- Give billing operations teams a single, trustworthy source of truth for entitlement balances, cutting down on manual reconciliation.
Since the grant binding target is an account here, all wallets are displayed at the account level. The Wallets dashboard flags accounts where consumption has exceeded the granted entitlement.
The Wallets dashboard is the operational control tower for usage-based billing. Without it, managing consumption across various customers' accounts will be a challenging task.
In this unit, you turn your existing quote into an active order and then check out the Wallets dashboard. Follow along with Liam.
Create and Submit Order
Complete the quote you created earlier by converting it into an order.
- With the Grant Binding Test quote page open, click Accepted and then Mark as Current Status.
- In the quote header, click
, and select Create Order.
- In the Create Order window, select Create Single Order.
- Click Finish. Your order is being generated and will be ready shortly.
- Navigate to the Related tab.
- Under Orders, select the newly created order number.
- On the order page, navigate to the Details tab.
- For Billing Address, Shipping Address, and Bill To Contact fields, click
, and add these details.
- Billing Street:
312 Constitution Place
- Billing City:
Austin - Billing State/Province:
TX - Shipping Street:
312 Constitution Place
- Shipping City:
Austin - Shipping State/Province:
TX - Bill To Contact: Sean Forbes
- Save your changes.
- In the order approval flow, select Activated.
- Click Mark as Current Status.
- On the activated order page, under Account Name, click EdgeMX.
- On the EdgeMX account page, select the Assets tab.
Here, you can see all the recently created assets for EdgeMX. This is also proof that your order is processed successfully.
Review the Wallets Dashboard
Now, let’s explore wallets. We won’t check for these steps in the challenge section. Wallets are automatically created and display the entitlements for the assets.
Your DE org already has the Wallet component added to the Account page. For more information on how to add Wallet components to record pages, check out Add Wallet Components to Record Pages.
On the EdgeMX account page, click the Wallet tab.
The Wallets dashboard lists the available wallets associated with the account. Here, you see the wallets available for the account EdgeMX. Each usage resource or asset that belongs to this account has a corresponding wallet and displays both included grants and consumed amounts side by side along with remaining balance. For example, the AI Credits usage resource shows the grant allocated as 1,000 credits, the consumed amount as zero, and Total Balance as 1,000 credits.
Next, click View Details in the AI Credits wallet.
The wallet details page displays additional information about the wallet, such as Usage Resource, Bucket Balance, Unit of Measure, Consumed Entitlement, Completed Rollovers, and the effective start and end date for the usage resource.
The Related tab displays the Usage Entitlement Buckets associated with this usage resource.
Switch back to the EdgeMX Account tab and then, click the Usage Rates tab.
The usage grants and rates for each usage resource is displayed.
Wrap Up
Excellent! In this unit, you converted a quote into an order and explored the Wallets dashboard. With grant binding and wallets working together, InfinitraBytes can eliminate entitlement wastage, proactively manage overages, and deliver full transparency to customers–all powered by Agentforce Revenue Management.
Don’t forget to check the challenge to earn this badge.