## m3ter Connector for Salesforce: Usage Design Targets

The m3ter Connector for Salesforce managed package offers the _Usage Design Targets (UDTs)_ feature as a guided way to quickly link m3ter Aggregations to the Salesforce Revenue Cloud records they represent. This topic introduces and explains how to work with User Design Targets:

- [Usage Design Targets - Overview](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/usage-design-targets#usage-design-targets-overview)
- [Usage Design Targets - Definition and Details](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/usage-design-targets#usage-design-targets-definition-and-details)
- [Launching the Wizard](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/usage-design-targets#launching-the-wizard)
- [Wizard Workflow](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/usage-design-targets#wizard-workflow)

**Important!**

- **Check Version**. The Usage Design Targets feature described in this topic is only available in **v1.1** and above of the m3ter Connector for Salesforce. See [m3ter Connector for Salesforce - Changelog](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/m3ter-connector-for-salesforce-changelog) for details on how to check your current installed version.

## Usage Design Targets - Overview

Usage Design Targets (UDTs) connect a m3ter Aggregation to the Salesforce Revenue Cloud records that describe how that usage is designed:

- The resource being metered.
- The unit it is measured in.
- The policy that governs it.

Instead of having to manually create and stitch together several records, as a Salesforce admin you can launch a wizard and then quickly work through a guided series of steps to define these links in a single workflow.

## Usage Design Targets - Definition and Details

### Definition

A Usage Design Target is:

- A configuration record that binds one m3ter **Aggregation** to a set of **target records** in your Salesforce Org. Key points:
  - Each Usage Design Target is captured as a **binding** made up of a role, a target object, and a target record.
  - One Aggregation can have more than one Usage Design Target, and a Usage Design Target can be re-pointed to a different Aggregation later.

### Three Core Targets

Every Usage Design Target requires all three core targets to be set before it can be saved:

- **Usage Resource** — the resource being metered.
- **Unit of Measure** — the unit the usage is measured in.
- **Usage Aggregation Policy** — the policy that governs how the usage is aggregated.

**Note:** When you start setting up a new Usage Design Target, the wizard pre-selects the default Revenue Cloud object for each of these (where it is available in your Org), so you only need to pick the specific record.

### Additional Targets

- Beyond the three core targets, you can add any number of **additional targets**.
- Each additional target is a role, an object, and a record — pointing to standard or custom objects as required.
- Additional targets must be **complete or removed**: a partially filled row (for example, a role with no record) is flagged and blocks saving until it is completed or deleted.

## Launching the Wizard

There are two entry points, both as record-page actions:

- **Link Usage Targets** — on a m3ter Aggregation record. The Aggregation is pre-filled, so the wizard opens at the **Targets** step.
- **Edit Usage Targets** — on an existing Usage Design Target record. The wizard opens in edit mode with the existing bindings loaded, ready for you to edit as required.

### One-time setup: adding the actions to the page layouts

The two quick actions are included in the package but are **not** added to any page layout automatically, so as a Salesforce admin you need to add them once before the buttons appear on the record pages. Each action lives on its own object’s layout.

**Add “Link Usage Targets” to the Aggregation layout:**

1. From **Setup**, open **Object Manager** and select **m3 Aggregation**.
2. Click **Page Layouts**, then open the **m3 Aggregation Layout**.
3. In the palette at the top, select **Mobile & Lightning Actions**.
4. Drag the **Link Usage Targets** action into the **Salesforce Mobile and Lightning Experience Actions** section (click **override the predefined actions** first if the section is still inheriting defaults).
5. Click **Save**.

**Add “Edit Usage Targets” to the Usage Design Target layout:**

1. From **Setup**, open **Object Manager** and select **m3 Usage Design Target**.
2. Click **Page Layouts**, then open the **Usage Design Target Layout**.
3. In the palette, select **Mobile & Lightning Actions**.
4. Drag the **Edit Usage Targets** action into the **Salesforce Mobile and Lightning Experience Actions** section (override the predefined actions if needed).
5. Click **Save**.

## Wizard Workflow

You will need to work through four steps to complete the User Design Targets wizard workflow:

1. **Usage Design** — confirm or select the **Aggregation** this target applies to (pre-filled when launched from an Aggregation):

2. **Targets** — set the three core targets - **Usage Resource**, **Unit of Measure**, and **Usage Aggregation Policy**. The **Next** button remains disabled until all three have a record selected:

3. **Additional** — optionally add extra targets. This step can be left empty:

4. **Review** — check every selected target laid out by role, object, and record name before saving:

- On **Save**, a success toast appears and you are taken to the Usage Design Target record. Editing a Usage Design Target replaces its bindings with the current selections.