Admins are responsible for more than just keeping Data Cloud running—you make sure it’s configured, monitored, and optimized so your company gets the most value without overspending.
With Salesforce moving to consumption-based pricing, the way you track and manage usage matters more than ever. Small changes in configuration can have a big impact on costs and performance.
That’s where Digital Wallet comes in. It’s your central place to see exactly how your org uses Data Cloud credits, spot unusual patterns, and take action before issues impact your budget or your stakeholders.
In this guide, we’ll cover how to access Digital Wallet, which key concepts to understand, and how to make the most of current—and upcoming—features to give you even more transparency and control.
As the steward of your org’s resources, you’re responsible for making sure every credit is used wisely. By monitoring usage, you can:
Digital Wallet puts these insights at your fingertips.
Before we go any further, let’s make sure we’re speaking the same language. There are three key terms to understand.
Currently, only Salesforce Admins have access to Digital Wallet by default. You can grant Digital Wallet access to other users by assigning them the View Consumption permission in a permission set or profile. To grant another user access, you must give them Digital Wallet’s View Consumption permission in one of the following ways.
Once set up, you’ll find Digital Wallet on the Consumption Cards tab, accessible from your account, or by searching “Consumption Cards” in the app manager.
Looking for the full picture of your Data Cloud usage? Directly on the Digital Wallet home page, Consumption Cards show you a group of usage types and their entitlements. Let’s break those terms down.
For each consumption card, you can view reports on usage over 24 hours, 7 days, 30 days, or 90 days to spot patterns or anomalies.
Whether you’re working with a single org, sandboxes, or a multi-org Data Cloud One architecture, Digital Wallet lets you drill down into usage by org, so you can differentiate between production and sandbox activity, or see which connected org is driving consumption. This is especially useful if you’re the admin of the home org but not of every connected org, since Data Cloud One allows users of connected companion orgs to access data and Data Cloud features from one unified Data Cloud home org. Learn more about Data Cloud One here.
We’re working on new standard functionality in the Digital Wallet interface to help you get more value out of every part of Digital Wallet.
See usage by interval as a stacked bar chart, color-coded by usage type. The details in this new view are designed to help you better manage your consumption. Now you can visually compare usage from one day (or other interval) to the next and catch spikes, dips, or other changes in your consumption.
You’ve told us you’re looking for more enhancements to cost transparency so you can better support your organization. We’re adding functionality to help admins dig deeper and act faster, including the ability to build your own reports and dashboards.
Today, when a usage spike occurs in Data Cloud, admins can’t figure out which Data Cloud resource contributed to the spike. To help admins with cost transparency, data about your usage will soon be available in out-of-the-box Salesforce reports and dashboards.
Data in these reports is built on the Tenant Billing Usage Event data lake object (DLO), which is used in Digital Wallet. Keep in mind that the data available in this DLO is pending usage data. There may be differences between what you see in pending data and the settled usage on your monthly statement.
In addition to the Data Cloud resource name, resource types will help bucket the credits used.
Resource types are groups of usage, such as data streams, calculated insights, and segments. They may combine usage across several types, such as combining both batch transforms and streaming transforms into a Transforms resource type. They can also split usage apart, such as showing batch Calculated Insights and Segment Intelligence usage, which are both included in the Batch Calculated Insights usage type, in separate resource type groups.
Reporting on resource types can help you identify the source of spikes in credits so you can better manage your spend.
Digital Wallet lets you select the interval on which your data is summed. Right now, you can select intervals of 24 hours, 7 days, 30 days, or 90 days. You’ll soon be able to input a custom date range to view corresponding usage during that time period.
We know that customers who use data spaces want to be able to understand costs in each data space so they can allocate budget to specific brands, regions, countries, or projects. Updates coming later this year let you break down usage by data space.
Digital Wallet isn’t just a tool—it’s a strategic resource for Salesforce Admins, and we’re working on making it even better for you. With near real-time visibility, drill-down capabilities, and upcoming features like custom date ranges and data space breakdowns, you’ll have the insights you need to:
Ready to dive in? Check out these additional resources to learn more about consumption billing and Data Cloud data usage.
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