Settings

Configure budgets, alerts, team ownership, and API keys

Budget Settings

Set monthly spend limits for the organization and individual vendors

$

Vendor Budgets

OpenAI Budget
$
83% used
Anthropic Claude Budget
$
74% used
AWS Budget
$
71% used
Salesforce Budget
$
80% used

Alert Thresholds

Configure when to trigger cost event detection and notifications

Any vendor budget overrun warning

Trigger when spend exceeds 80% of budget

warning
via slack

Usage spike — moderate

Trigger when Primary usage metric changes >30%

warning
via slack

Usage spike — critical

Trigger when Primary usage metric changes >50%

critical
via slack, email

OpenAI daily spend cap

Trigger when Daily spend exceeds $600/day

warning
via slack

AWS daily spend cap

Trigger when Daily spend exceeds $500/day

warning
via slack

Notifications

Configure Slack, email, and PagerDuty alerting

Cost event alerts and budget warnings will be sent to this channel.

Cost Attribution

Resources discovered from connected integrations, mapped to teams and features

76%of spend attributed
$28,900 of $38,000/mo

$9,100/mo across 7 resources has no owner — assign below to improve coverage.

Needs review

7sorted by spend
endpointOpenAI/v1/chat/completions
$3,200/mo
serviceAWSdata-pipeline-lambda
$2,100/mo
workspaceAnthropicclaude-search-workspace
$1,400/mo
endpointOpenAI/v1/embeddings
$1,050/mo
agentSalesforcesales-pipeline-agent
$650/mo
8,125 Flex Credits × $0.08/unit
serviceAWSimage-resize-fn
$480/mo
serviceAWSlog-aggregator-fn
$220/mo

Mapped resources(5)

TypePatternFeature → TeamDescription
endpoint/api/reports/summarize

AI Report Summaries

Product Engineering

AI-generated summaries for audit reports and financial documents
endpoint/api/contracts/analyze

AI Contract Review

Legal Ops

Automated contract analysis and risk flagging for Legal team
servicelambda-pdf-processor

Document Processing

Platform Engineering

Serverless PDF parsing and extraction pipeline
agentsupport-triage-v2

Case Automation

Support Operations

AI-powered case triage, routing, and reply generation
serviceacme-file-exports

File Export Service

Platform Engineering

S3-backed file export for user-generated exports

Integration API Keys

Stored securely — keys are never displayed after saving (encrypted at rest in production)

● Configured

Organization-level API key from OpenAI admin console

● Configured

Admin key from Anthropic usage API console

● Configured

IAM user or role with Cost Explorer and CloudWatch read permissions

● Configured

Paired with access key above

○ Not set

Connected App client ID for Agentforce org access

○ Not set

Connected App client secret

○ Not set

e.g. https://acme.my.salesforce.com