Hi everyone.
I was viewing our Consumption Cards and noticed we have exceeded our Einstein Requests. I am now down a rabbit hole of trying to find an easy way to view what was specifically done and by whom. It seems very easy to purchase the credits but very difficult to report on how they are being used. Salesforce Support is suggesting we have to report of this from Data cloud. But not everyone owns Data cloud. Surely there is an easier way to report on this? And is there some way to create notifications on usage if I'm nearing my limit to I am not caught off guard? Also I have waded through dozens of articles on the SF site and feel overwhelmed. Is there any sort of consolidated cheatsheet anywhere that spells out what Einstein requests are used for and how they are calculated? Salesforce help has a tendency to have you keep clicking down to a dozen related articles with no way to easily summarize the issue as a whole. Hope that makes sense.
Thanks
Xenia
Thanks
You're not alone, this is one of the most common complaints since usage-based pricing came in. Here's what has worked for the orgs we support.
When it happened: the Einstein Requests card in Digital Wallet shows usage by day. Find the day the curve jumped and match it to whatever went live around then, such as a new prompt template, record summaries turned on for a busy object, or a new user group.
Who and what: the per-user and per-feature detail comes from the Einstein generative AI audit and feedback data, and that data lives in Data Cloud. That's why Support sent you there. In many orgs Data Cloud gets provisioned as part of turning on Einstein generative AI, even if you never bought it separately, so it's worth checking Setup to see whether audit and feedback is already enabled before assuming you can't get the data.
Why it runs out fast: a request isn't one click. It depends on how much text goes into the prompt and comes back, so one summary of a large record can count as several. Features that run automatically, like summaries on page load, use the most without anyone noticing.
Alerts: ask your account executive whether usage notifications are available on your contract. Until you know your normal monthly baseline, a weekly calendar reminder to check the Digital Wallet card is the low-tech fix that stops the surprise.