Introduction

This guide explains how to configure usage-based products in Salesforce Revenue Cloud. The example uses an evergreen subscription with included usage and tiered overage fees.

Step 1: Enable Rate Management

1. Navigate to Setup > Rate Management Settings
2. Activate the Rate Management feature

Step 2: Configure Rating Procedures

Pricing Procedure

1. Access Expression Set Templates
2. Open Default Rating Procedure
3. Save as a new version to create your Pricing Procedure
4. Add Rank for execution order
5. Include all required steps and outputs
6. Activate the procedure

Discovery Procedure

1. Open Default Rating Discovery Procedure template
2. Save as a new version for your custom Discovery Procedure
3. Assign Rank with required outputs
4. Activate the procedure

Step 3: Set Revenue Settings

1. Go to Revenue Settings in Setup
2. Set Usage Rating procedure to Default Rating Discovery Procedure
3. Keep the procedure name unchanged for proper functionality

Step 4: Create Usage-Based Product

1. Open Product Catalog Management
2. Create a new Commercial Product
3. Set Model Type to Anchor (required for overage charges)
4. Select your Selling Model (e.g., Evergreen Yearly)
5. Set the List Price (this is the base subscription price)
6. Add to a catalog and create a category

Step 5: Define Units of Measure

1. Add a Type value to the Unit of Measure object
2. Create units (e.g., Kilometer as base, Megameter with conversion factor)
3. Group under a class with base and default unit specified

Step 6: Set Up Usage Resource

1. Create a Usage Resource record
2. Specify the Unit of Measure
3. Link to your product
4. Define a Usage Resource Billing Policy with:
   • Accumulation method (e.g., Sum)
   • Billing period (e.g., Monthly)

Step 7: Configure Product Usage Grant

1. Specify the included usage quantity (e.g., 10,000 kilometers annually)
2. Mark overages as chargeable
3. Set validity period (e.g., 12 months)

Step 8: Create Rate Cards

Base Rate Card

1. Create a Rate Card with Type = Base
2. Create a Rate Card Entry with your base overage rate (e.g., $0.50/km)
3. Set the effective date

Tiered Rate Card

1. Create a Rate Card with Type = Tier
2. Add Rate Card Entries (leave Rate field blank for tiered)
3. Configure Rate Adjustments by Tier:
   • Tier 1: Usage range with adjustment amount
   • Tier 2: Higher usage range with larger discount
   • Tier 3: Highest usage range with maximum discount

Step 9: Sync Decision Tables

Refresh the following to ensure records are active:

• Rate Adjustment by Tier Entries
• Rate Card Entries
• Price Book Rate Card Entries
• Rate Card Entry Resolutions
• Buy Tier Resolution Entries

Step 10: Link Rate Cards to Price Books

Create Price Book Rate Card records linking both Base and Tiered Rate Cards to your price book.

Step 11: Test the Setup

1. Add the product to a quote
2. Verify the included usage grant displays correctly
3. Confirm the overage rate and tiered adjustments apply as expected

Summary

Usage-based products provide flexible, customer-friendly pricing models. Salesforce Revenue Cloud enables precise configuration of included usage, overage rates, and tiered pricing structures.