---
schema_version: "1"
id: 91f04ef4e5b909266ed517224ba92a3e397d97a8ee499fddf918e8dc3a852680
title: Usage Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_um_usage_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_um_usage_management.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4f27c961e4afb25a8d021bfbd4820719a186845f3dec4aeef4b14e5426d07d8
description: Improve the efficiency of your usage model by streamlining product setup using validation tools and automating asset creation for complex usage products. Enhance pricing consistency and accuracy through rate capture, proactively monitor daily usage and overages to mitigate unexpected charges, and expand real-time visibility into customer wallet balances within Experience Cloud sites.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Usage Management

Improve the efficiency of your usage model by streamlining product setup using validation tools and automating asset creation for complex usage products. Enhance pricing consistency and accuracy through rate capture, proactively monitor daily usage and overages to mitigate unexpected charges, and expand real-time visibility into customer wallet balances within Experience Cloud sites.

- **[Expedite Product Setup by Using Usage Product Validator](https://help.salesforce.com/s/articleView?id=release-notes.rn_um_product_validator.htm&release=260&type=5)**  
    Verify cross-object configurations when you set up Usage and Rating objects on your product record pages. Eliminate manual navigation across multiple related records by making sure that critical issues are flagged early during setup.
- **[Save Quote and Order Rate Card Entries Automatically](https://help.salesforce.com/s/articleView?id=release-notes.rn_um_get_accurate_and_consistent_catalog_rates_with_quote_and_order_rate_card_entries.htm&release=260&type=5)**  
    Provide accurate and consistent usage pricing by generating rate card entries for quotes and orders whenever quotes are saved. The system captures catalog rates when the quote is saved, which prevents rate changes even if the catalog is updated later. This feature maintains stable pricing during quote reloads and also preserves backward compatibility.
- **[Generate Assets for Usage Products with Order Item Action](https://help.salesforce.com/s/articleView?id=release-notes.rn_um_automate_asset_creation_for_usage_products.htm&release=260&type=5)**  
    Use the Create or Update Asset From Order Item Action API to create assets for usage-based products. Create assets directly from order products, including ‌products with grant binding and rate selection. This method correctly assetizes usage products, preserves binding relationships, and automatically applies the appropriate rates during asset creation.
- **[Avoid Unexpected Charges by Monitoring Daily Usage and Overages](https://help.salesforce.com/s/articleView?id=release-notes.rn_um_daily_rating.htm&release=260&type=5)**  
    View your current usage and updated overages on your summaries throughout the billing period. Find the provisional balance on the Wallets page under your usage summary, which updates daily to reflect your current consumption and remaining balance. Help users make informed decisions about purchasing additional packs or commitments. Manage costs more efficiently by avoiding unexpected overage charges before invoice generation.
- **[Provide Customers Visibility into Their Wallet Balances](https://help.salesforce.com/s/articleView?id=release-notes.rn_um_provide_wallet_visibility_to_experience_cloud_users.htm&release=260&type=5)**  
    Improves self-service adoption by giving your customers access to real-time wallet balances and existing consumption records. The Billing Self-Service Portal template now includes a wallet page where users can access wallet details without additional configuration.
- **[New Connect REST APIs](https://help.salesforce.com/s/articleView?id=release-notes.rn_usage_management_connect_api_resources.htm&release=260&type=5)**  
    Improve data integrity and compliance with enhanced validation for usage-based products. Access detailed consumption insights for accurate billing and reporting.