Design Token Commitments

Learning Objectives

After completing this unit, you’ll be able to:

• Explain the need for committed token agreements.
  
• Create a commitment product.
  
• Create product usage resources.
  
• Set up and activate product usage grants.
  

Boost Revenue with Token Commitments

The AI Services Plan is live, and customers are loving the flexibility of token-based selling. Now the sales team at InfinitraBytes is hearing a new kind of request–some customers are asking for better pricing in exchange for committing upfront usage. They’re willing to guarantee a certain level of token consumption, as long as they receive a discount in return. This is where token commitments come into play.

A token commitment is an agreement where a customer commits to purchasing a minimum number of tokens upfront in exchange for discounted rates on the services they consume. Think of it like a bulk discount at a wholesale store—the more you commit to buying, the better the price per unit. This creates a win-win scenario. Customers lock in lower rates and InfinitraBytes secures predictable, upfront revenue.

A Business Scenario

Liam is working with the product team to create a new offering–the AI Services Token Commit. This product shares the same usage resources as the AI Services Plan from the previous unit, but with one important difference. It includes special rate adjustments that provide reduced pricing in exchange for a customer's guaranteed usage commitment.

When a customer purchases the AI Services Token Commit product, they commit to a baseline token spend. In return, they get:

• 40% discount on AI Agent Interactions
  
• 10% discount on AI Credits
  

Here are the specific requirements Liam needs to implement.

This setup ensures customers are more likely to commit upfront while benefiting from reduced pricing across their AI usage.

Set Up a Commitment Product

Good news! Your Developer Edition org already contains the AI Services Token Commit product record. Your task here is to configure this product by setting its usage model type and validating that all essential selling models and pricing components are set up correctly.

Follow along with Liam in your Developer Edition org.

1. From the App Launcher, find and select Rate Management.
   
2. On the Rate Management home page, click the Products tile. Alternatively, click and select Products.
   

3. Click Recently Viewed and select All Products.
   
4. Under Product Name, select AI Services Token Commit.
   
5. On the product page, click Edit.
   
6. For the Usage Model Type field, select Token Commitment.
   

7. Save your changes.
   
8. Navigate to the Related tab and scroll down to Price Books to check the Product Selling Model and List Price.
   

This token commitment product uses a monthly, term-based selling model with a list price of $200.

Create Product Usage Resources

The AI Services Token Commit product uses the same usage resources you created earlier in this badge–AI Agent Interactions and AI Credits. Hence, with your usage resources already defined, it's time to create the corresponding Product Usage Resources (PUR) that connect these resources to the AI Services Token Commit product.

1. From the App Launcher, find and select Product Usage Resources.
   
2. Click New.
   
3. Add these details.
   
   • Product: AI Services Token Commit
     
   • Status: Active
     
   • Usage Resource: AI Credits
     
   • Effective Start Date: For Date, select today’s date – 5 days and for Time select 12:00 PM.
     
4. Save your work.
   
5. Navigate to the Related tab and click New for Product Usage Resource Policies.
   
6. Add these details.
   
   • Product Selling Model: Term Based - Monthly
     
   • Usage Commitment Policy: Default Commitment Policy
     
7. Save your work.
   

Similarly, create another PUR to link AI Agent Interactions and AI Services Token Commit product.

1. On the Product Usage Resources list page, click New.
   
2. Add these details.
   
   • Product: AI Services Token Commit
     
   • Status: Active
     
   • Usage Resource: AI Agent Interactions
     
   • Effective Start Date: For Date, select today’s date – 5 days and for Time select 12:00 PM.
     
   • Token Resource: AI Credits
     
3. Save your work.
   
4. Navigate to the Related tab and click New for Product Usage Resource Policies.
   
5. Add these details.
   
   • Product Selling Model: Term Based - Monthly
     
   • Usage Commitment Policy: Default Commitment Policy
     
6. Save your work.
   

Make a note of the PUR name for each usage resource, because you enter these values in the next section.

Allocate Grants for the Commitment Product

Similar to the grants you set up in the previous unit, the AI Services Token Commit product also includes a starting grant for each resource. These grants give customers immediate value from the moment they commit.

For the AI Services Token Commit, InfinitraBytes wants to provide:

• 3,000 AI Credits
  
• 500 AI Agent Interactions
  

Time to configure this in your Developer Edition org.

1. From the App Launcher, find and select Product Usage Grants.
   
2. Click New.
   
3. Add these details for AI Credits.
   

• Product Usage Resource: Find and select the PUR for AI Credits and AI Services Token Commit.
  
• Label: AI Credits Commitment
• Overage Chargeable: Yes
  
• Status: Draft
  
• Quantity: 3000
  
• Type: Commit
  
• Unit of Measure Class: Credit UoM Class
  
• Unit of Measure: Credits
  
• Usage Definition Products: AI Services Token Commit
  
• Validity Period Term: 1
• Validity Period Unit: Month
  
• Drawdown Order: Expiring First
  
• Refresh Policy: Mobile Plan Renewal Policy
  
• Rollover Policy: Mobile Plan Rollover Policy - Allowed
  
• Effective Start Date: For Date, select today’s date – 4 days, and for Time select 12:00 PM.
  

4. Click Save & New.
   
5. Add these details to assign grants for AI Agent Interactions.
   

• Product Usage Resource: Find and select the PUR for AI Agent Interactions and AI Services Token Commit.
  
• Label: AI Agent Grant
• Overage Chargeable: Yes
  
• Status: Draft
  
• Quantity: 500
• Type: Grant
  
• Unit of Measure Class: AI Interactions
  
• Unit of Measure: Requests
  
• Usage Definition Products: AI Services Token Commit
  
• Validity Period Term: 1
• Validity Period Unit: Month
  
• Drawdown Order: Expiring First
  
• Refresh Policy: Mobile Plan Renewal Policy
  
• Rollover Policy: Mobile Plan Rollover Policy - Allowed
  
• Effective Start Date: For Date, select today’s date – 4 days, and for Time select 12:00 PM.
  

6. Save your work.
   

Review all the data for accuracy.

When ready, navigate to the product usage grants you just created and activate them. For each grant, click , in the Status field and select Active.

Make sure to activate the product usage grant for AI Credits before activating the grant for AI Agent Interactions.

Coming Up

You've successfully configured the token commitment product and allocated the necessary grants. In the next unit, you complete the configuration by defining the discounted rates and validating the selling experience on a quote. You also learn how to link the commitment and anchor products to ensure consumption inherits the correct rates. Stay tuned!

To pass the challenge and move on to the next unit, click Check Challenge to Earn Points.

Resources

• Salesforce Help: Sell Commitment-Based Usage Products
• Salesforce Help: Create a Usage Resource
• Salesforce Help: Create a Product Usage Resource
• Salesforce Help: Create a Product Usage Grant
• Salesforce Help: Create Usage Grant Rollover Policy
• Salesforce Help: Create Usage Grant Refresh Policy
• Salesforce Help: Create a Usage Commitment Policy