> ## Documentation Index
> Fetch the complete documentation index at: https://docs.m3ter.com/llms.txt
> Use this file to discover all available pages before exploring further.
# 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](#usage-design-targets-overview)
* [Usage Design Targets - Definition and Details](#usage-design-targets-definition-and-details)
* [Launching the Wizard](#launching-the-wizard)
* [Wizard Workflow](#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.