Consumption Threshold Alerts

overview organizations managing credit burndown, committed spend, or one time credit programs need visibility into when customers are approaching their balance limits without proactive alerts, customers risk service disruption, and revenue teams miss natural expansion opportunities hidden in consumption patterns consumption threshold alerts solve this by automatically evaluating credit pool balances in real time and firing notifications when consumption crosses a configured percentage revops managers define pool specific alert rules in credits settings , associate salesforce classic email templates for customer facing notifications, and optionally configure webhook endpoints to trigger downstream workflows in crm systems, slack, or custom automation alerts currently support credit burndown, commits, and one time credits — and work across both credit type and cash type credit pools enable and configure threshold alerts navigate to credits settings toggle credit pool threshold alerts to on this reveals the alert configuration section edit the default alert or click add configuration to create a new alert select a credit pool from the dropdown set the threshold percentage (e g , 85%) optionally , enable email alerts with the checkbox enter the name of a salesforce classic email template two default templates will be provided as examples, credit threshold alert template for committed pool and credit threshold alert template for credit pool optionally , enable suppress additional emails and set a duration (e g , 30 minutes, 2 hours) to prevent repeated email notifications within that window toggle the alert to enabled click save note alerts can only be activated when they have an assigned credit pool and a threshold percentage configured create additional alerts click add configuration for a blank alert, or click the duplicate button on an existing alert to copy its configuration (the copy is created in a disabled state with "copy of" prepended to the name) alert configuration options setting description default enabled/disabled whether this alert is actively evaluated disabled alert name descriptive name shown in webhook events and notification logs — credit pool the specific pool to monitor — threshold percentage consumption level that triggers the alert — email enabled whether to send an email notification when the threshold is breached disabled email template name salesforce classic email template to use for the notification only used if email is enabled — suppress additional emails when enabled, suppresses repeat emails within the configured duration only used if email is enabled disabled suppression duration time window after an email is sent during which additional emails for this alert are not sent note balance increases (e g , new committed period activation, one time credit top up) reset any active email suppression for that pool, ensuring customers receive fresh alerts when consumption resumes against new credits — how it works threshold evaluation runs in real time whenever a credit pool balance decreases this occurs in two scenarios usage rating — when rated usage for a product mapped to a credit pool is applied (usage burn), the credit engine updates the pool balance invoice activation — when an invoice is activated and its lines burn down a credit or commit pool, the credit engine updates the pool balance for each balance decrease, the system computes the consumption percentage, evaluates enabled alerts for that pool, and fires the account credit pool threshold reached webhook event in the next sections, we will cover how to configure email notifications and webhook endpoints and provide some example use cases consumption percentage examples the following table illustrates how consumption percentage is calculated in different scenarios case description active credits credits available today consumption % 1 q2 of quarterly commit ($250k/qtr) — 85% consumed $37,500 $250,000 85% 2 month 5 of monthly commit ($50k/mo) — 90% consumed $5,000 $50,000 90% 3 case 2 + $25k one time top up (immediately after purchase) $30,000 $75,000 60% note in case 3, the credit top up will reset any active suppression window configure email templates threshold alert emails are sent using salesforce classic email templates the email is addressed to the customer's billing contact (order primary contact) and can include the following data from the webhook event total credits granted for consumption today active usage percentage remaining usable credits pool type (credit or cash) and subscription type total commitment and total balance (for commit pools) pending credits (future dated, not yet available) self service url for credit purchases note if no valid billing contact (order primary contact with a non blank email) exists on the customer account, the email is skipped and the outcome is logged integrate with webhooks developers can register webhook endpoints to consume account credit pool threshold reached events and trigger custom downstream workflows register a webhook endpoint navigate to settings > webhook endpoints click new webhook endpoint enter the endpoint url select event type account credit pool threshold reached configure authentication token or signing as required save the webhook event payload structure the webhook event contains the pool state and all alerts that fired json { "id" "evt 987zyx654wvu", "eventtype" "account credit pool threshold reached", "createddate" "2026 01 28t09 15 00z", "content" { "objects" \[ { "type" "accountcreditpool", "object" { "id" "pool 001", "customerid" "cust acme", "customername" "acme corp ", "pooltype" "cash", "credittype" "cash", "committed" true, "currencyisocode" "usd", "totalgrantcredits" 250000 0, "totalbalance" 5000 0, "activecredits" 5000 0, "pendingcredits" 0 0, "consumedcredits" 245000 0 } }, { "type" "creditthresholdalert", "objects" \[ { "accountcreditpoolid" "pool 001", "customerid" "cust anthropic", "customername" "acme corp ", "subscriptionrevenuemodel" "committed credit burn down", "subscriptiontype" "committed credit", "thresholdconfiguration" { "alertname" "acme 80% commit alert", "thresholdpercentage" 80 0, "creditsavailabletoday" 50000 0, "consumptionpercentage" 90 0, "emailenabled" true, "templatename" "credit threshold 80 percent", "configuredat" "2026 01 10t00 00 00z", "triggeredat" "2026 01 28t09 15 00z" } } ] } ] } } developers can branch workflows based on customername, subscriptiontype, and pooltype to drive targeted actions — such as posting to a slack channel for the account team or creating expansion opportunities in a crm note the event triggers up to 3 retries on 5xx errors, timeouts, or connection failures, logging the status accordingly use cases use case 1 drive self service credit top ups via email a large enterprise customer on a committed spend agreement approaches their credit limit the billing contact receives an automated email summarizing remaining credits and consumption percentage, with a link to the self service portal where they can purchase additional credits this drives proactive top ups before any service disruption occurs — reducing support tickets and preserving the customer relationship use case 2 proactive sales outreach via webhook to slack integration as customers near exhaustion of their committed credits, a webhook event posts into a designated slack channel for the account team with key context — customer account name, pool type, and remaining balance sales and customer success reps receive a timely signal to proactively reach out, discuss expansion options, and close incremental revenue before the customer hits a limit use case 3 tiered alert escalation for high value accounts a revops manager configures multiple alerts for a high value enterprise pool a warning at 75% with email notification, an urgent alert at 90% with both email and a webhook to the crm that creates an expansion opportunity, and a critical alert at 95% that pages the account manager via an on call integration each alert has its own suppression window — 24 hours for the warning, 1 hour for the urgent, and no suppression for critical — ensuring proportional escalation as consumption increases related credits and commits commit burndown credit pools release notes release 2603