Manage and Sell Token Commitments

Learning Objectives

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

• Create rate card and rate card entries.
  
• Assign the rate card to a pricebook.
  
• Validate the commitment selling experience on a quote.
  
• Link commitment and anchor products.
  

Enable Rate Discounts

You've set up the AI Services Token Commit product and allocated grants. Now it's time to configure the discounted rates that make this product worth buying. Before that, let’s revisit the use case.

The AI Services Token Commit product offers customers a 40% discount on AI Agent Interactions and a 10% discount on AI Credits. In this section, you configure these discounts using a Tier Rate Card. Follow along with Liam in your Developer Edition org.

1. From the App Launcher, find and select Rate Cards.
   
2. Click New.
   
3. Add these details to create a new Tier Rate Card.
   

• Name: AI Services Token Commit - Tier Rate Card
• Description: AI Services Token Commit - Tier Rate Card
• Rate Card Type: Tier
  
• Effective From: For Date, select today’s date – 3 days, and for Time select 12:00 PM.
  

4. Save your work.
   

With your Tier Rate Card in place, the next step is to define tier rate entries for each usage resource.

Create Tier Rate Entries

When creating a rate card entry, set the Status to Draft. After the record is created, go back and update the Status to Active. Let’s create a couple of rate card entries.

1. From your newly created Tier Rate Card, navigate to the Rate Card Entries tab.
   
2. Click New.
   
3. Add these details for AI Credits.
   

• Usage Resource: AI Credits
  
• Product Selling Model: Term Based - Monthly
  
• Product: AI Services Token Commit
  
• Status: Draft
  
• Rate Unit of Measure: USD
  
• Effective From: For Date, select today's date – 3 days, and for Time select 12:00 PM.
  

4. Click Next.
   
5. Add these details for the tier.
   

• Lower Bound: 0
• Adjustment Type: Percentage
  
• Adjustment Value: 10

6. Save your work.
   
7. Click New.
   
8. Add these details for AI Agent Interactions.
   

• Usage Resource: AI Agent Interactions
  
• Product Selling Model: Term Based - Monthly
  
• Product: AI Services Token Commit
  
• Status: Draft
  
• Rate Unit of Measure: Credits
  
• Effective From: For Date, select Today's date – 3 days, and for Time select 12:00 PM.
  

9. Click Next.
   
10. Add these details for the tier.
    

• Lower Bound: 0
• Adjustment Type: Percentage
  
• Adjustment Value: 40

11. Save your work.
    

Review the rate card entries for accuracy. When ready, open each one and activate it.

Make sure to save your changes.

Assign the Rate Card to a Pricebook

Next, link the AI Services Token Commit Rate Card to the Standard Price Book. This step makes the discounted commitment rates available during quoting.

1. From the App Launcher, find and select Price Book Rate Cards.
   
2. Click New.
   
3. Add these details.
   
   • Price Book: Standard Price Book
     
   • Rate Card: AI Services Token Commit - Tier Rate Card
     

4. Save your work.
   

You have successfully linked the Tier Rate Card with the Standard Price Book.

Refresh Decision Tables

Finally, you refresh decision tables to ensure that the latest pricing data is available.

1. From Setup, in the Quick Find box, find and select Decision Tables.
   
2. From the available decision tables list, select Price Book Entries V2.
   
3. Click Refresh.
   
4. Similarly, refresh these five decision tables.
   

• Pricebook Rate Card Entries
  
• Rate Adjustment by Tier Entries 2
  
• Rate Adjustment by Tier Resolution Entries
  
• Rate Card Entries 2
  
• Rate Card Entry Resolution Entries 2
  

Make sure the Last Refreshed Date updates to your current date and time. Refresh the page if it doesn’t.

Validate the Commitment Selling Experience

Now for the moment of truth! You've configured everything—usage resources, grants, and rates. Next, add the AI Services Token Commit product to an order, and use the Manage Usage Resources feature to confirm that your configurations work.

Follow along in your Developer Edition org.

1. From the App Launcher, find and select Orders.
   
2. Click Recently Viewed and select All Draft Orders.
   
3. Select Order Number 00000121.
   
4. From the order page, click Browse Catalogs.
   
5. In the Choose Price Book window, make sure Standard Price Book is selected, and save your work.
   
6. In the All Catalogs list, select Service Catalog, and click Next.
   
7. From the All Products list, select AI Services Token Commit, and click Add.
   
8. Click Save Order.
   
9. From the AI Services Token Commit line item, click , and then select Manage Usage Resources. If you don’t see the action menu, scroll to the side.
   
10. On the Manage Usage Resources page, review the Commitment and Resource Grants and Rates sections. Also, check the rates for overage pricing for the usage resources. These rates are pulled directly from your Tier Rate Card.
    

The Manage Usage Resources page displays all the key details of the commitment deal. Customers can instantly see their 3,000 committed AI Credits, their 500 included AI Agent Interactions, and the discounted rates—all in one place. This is the visibility customers need to make an informed commitment, and the confidence your sales team needs to close the deal. Let’s activate the deal.

1. Click Cancel to return to the order page.
   
2. In the order approval flow, select Activated.
   
3. Click Mark as Current Status.
   

Your order is now active and an asset is created for the AI Services Token Commit under the EdgeMX account.

Link the Commitment to the Anchor Asset

A commitment product doesn't operate in isolation. Its true power comes when it's linked to an anchor product that drives actual consumption. In this case, that means connecting the two standalone assets–AI Services Token Commit and AI Services Plan. When these products are linked, the system applies the committed rates and grants to all consumption records generated by the AI Services Plan. Without this link, the commitment exists but the anchor product's consumption doesn't benefit from it.

In Agentforce Revenue Management, you create this link using the Usage Commitment Asset Related Objects entity. Follow along.

1. From the App Launcher, find and select Usage Commitment Asset Related Objects.
   
2. Click New.
   
3. In the Asset field, select AI Services Token Commit. This is the commitment product you assetized in this unit.
   
4. In the Related Object field, first select Asset and then select AI Services Plan. This is the anchor product you assetized in the previous unit.
   

5. For Effective Start Date Time, enter Date as today’s date + 1 day and for Time select 12:00 PM.
   
6. For Effective End Date Time, enter Date as today’s date + 5 days and for Time select 12:00 PM.
   

7. Save your work.
   

With this link in place, all consumption recorded against the AI Services Plan on the EdgeMX account now inherits the rates and grants from the AI Services Token Commit. The customer gets the benefit of their commitment across both products—exactly as intended.

It’s a Wrap

Excellent work! You set up and validated the commitment selling experience and linked the commitment and anchor products. The AI Services Token Commit is now fully operational. Customers who commit to a token spend receive 500 included AI Agent Interactions and 3,000 AI Credits, along with discounted rates on everything they consume beyond their grants.

With both token-based selling and token commitments fully implemented, InfinitraBytes now has a powerful, enterprise-ready usage model. And you have the hands-on skills to implement enhanced usage selling for any business.

To pass the challenge and earn the badge, click Check Challenge to Earn Points.

Resources

• Salesforce Help: Sell Commitment-Based Usage Products
• Salesforce Help: Create a Rate Card
• Salesforce Help: Create a Rate Card Entry For Tier Rate Cards
• Salesforce Help: Create Price Book Rate Cards
• Salesforce Help: Anchor Product with Token Commitments