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06 Numbers and Powers

Salesforce AI Billing & Usage Limits Explained

Card No. 06·41372 · Updated · Standard formula, shown below

Salesforce AI features like Einstein Copilot, Prompt Builder, and predictive scoring are billed separately from your core CRM subscription. This guide explains how consumption-based billing works, what counts against your usage limits, and how to monitor and avoid overage charges.

What You’ll Need

  • Salesforce Administrator or Billing Manager access
  • Permission to view Usage-Based Entitlements (usually under Setup)
  • Your Salesforce edition (Enterprise, Unlimited, or a dedicated AI add-on)

Step-by-Step

  1. Identify your AI add-on products. Go to Setup > Company Settings > Company Information. Look for “Usage-Based Entitlements” or “Add-on Subscriptions.” Common items include Einstein Copilot (per conversation), Einstein Sales/Service (per user, but with usage limits), and Prompt Builder (per prompt execution).
  2. Understand the billing model. Most Salesforce AI features use a consumption model: you buy a bundle of credits or units (e.g., 100,000 Einstein Copilot conversations per year). Each AI action deducts from that pool. When the pool is exhausted, you either get charged overage per unit or the feature stops working, depending on your contract.
  3. Check your current usage. In Setup, search for Usage-Based Entitlements. This shows all AI add-ons, their total entitlement, used amount, and remaining. Refresh the page to get near-real-time numbers.
  4. Review per-feature consumption rules. For Einstein Copilot, each “conversation” counts as one unit, regardless of how many messages you send within that conversation. For Prompt Builder, each execution of a prompt template (e.g., generating an email draft) counts as one unit. For Einstein Prediction Builder, each prediction call counts.
  5. Monitor usage with reports. Create a custom report type: Usage-Based Entitlement > Usage-Based Entitlement Period. Add fields like “Usage Amount” and “Period Start/End.” Schedule a weekly email to yourself and your finance team.
  6. Set up alerts before you run out. Use Salesforce’s Usage-Based Entitlement Alerts (available in some editions). If not available, create a scheduled flow that checks the remaining amount and sends a Chatter or email notification when it drops below 20%.
  7. Optimize to reduce consumption. For Copilot, enable “conversation summarization” to reduce repeated context. For Prompt Builder, reuse templates and avoid running prompts on every record in a batch—use a flow that only triggers on relevant records.
  8. Handle overage. If you exceed your entitlement, you will be invoiced at the overage rate specified in your contract (often per conversation or per prompt). To avoid surprises, contact your Salesforce Account Executive to purchase a larger bundle before you run out.

Common Mistakes

  • Assuming all users are covered. Some AI add-ons are per-user (e.g., Einstein Sales) but still have a usage cap. Check whether the limit is per user or org-wide.
  • Counting every message as a conversation. A Copilot conversation is a single session, not each message. But if a user starts a new chat thread, that is a new conversation.
  • Ignoring prompt execution in flows. A flow that runs on 10,000 records with a prompt will consume 10,000 units. Always add a filter condition.
  • Not checking the entitlement period. Usage resets monthly or annually depending on your contract. If you see zero usage, you may be looking at a new period.

Tips

  • Enable Einstein Copilot’s “usage metering” dashboard (Setup > Einstein > Usage) to see a visual breakdown.
  • Use the Usage-Based Entitlements API to pull usage into an external BI tool for trend analysis.
  • Before a big launch, run a pilot with a few users to estimate daily consumption, then extrapolate to your full user base.
  • Negotiate overage caps in your contract—many Salesforce agreements allow a maximum overage before the feature pauses.

Troubleshooting

  • Usage shows 0 but you know you used AI. Wait up to 24 hours for usage to sync. If it persists, check that the user has the correct permission set for the AI feature—without it, calls may fail silently.
  • Feature stops working mid-month. You have likely hit your entitlement. Go to Usage-Based Entitlements and confirm. If it shows remaining, contact Salesforce support—there may be a provisioning delay.
  • Usage is higher than expected. Review your Prompt Builder flows. A flow with a loop can multiply executions. Also check if Einstein Copilot is enabled for all users, not just the ones you intended.
  • Cannot see Usage-Based Entitlements. Your profile may lack the “View Usage-Based Entitlements” permission. Ask an admin to grant it, or check if your edition includes AI features at all.

Frequently Asked Questions

How much does Salesforce AI cost?

Pricing varies by product and edition. Einstein Copilot is often sold as an add-on with a per-conversation credit bundle. Contact Salesforce for current list pricing.

What counts as a “conversation” in Einstein Copilot?

A conversation is a single session between a user and Copilot, even if it contains many messages. If the user starts a new chat window, that is a new conversation.

Can I buy more credits if I run out?

Yes, you can purchase additional credit bundles through your account executive. Some contracts allow automatic overage billing, while others require a manual purchase.

Do AI usage limits reset?

Yes, typically on a monthly or annual basis as defined in your contract. Check the entitlement period start and end dates in Setup.

Does using Einstein Prediction Builder count against the same limit as Copilot?

No, each AI feature has its own separate entitlement. A prediction call does not consume a Copilot conversation credit.

Can I turn off AI features to avoid overage?

Yes, you can disable Einstein Copilot or Prompt Builder in Setup. This stops all consumption, but also removes the feature for all users.

Related

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