Half of Salesforce's AI bookings came from customers refilling Flex Credits.

COO Miguel Milano told analysts AI bookings doubled year over year and that half came from existing customers who burned through their credits and bought more (LavX). Salesforce named five pricing axes it now sells against: per user, per agent, consumption, transaction outcome, business outcome. Gartner's counter is worth the same weight: credit products from Salesforce, Microsoft and ServiceNow create unplanned spend, Gartner found no evidence vendors cut rates as usage grows without negotiation, and it predicts the uncapped Agentic Enterprise License Agreement converts to defined-quantity contracts after the initial term. Salesforce EVP Bill Patterson publicly disputes that.