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Define Multi-Site Objects

The Fall '19 and Winter '20 releases only supported the use of Service Point objects for Multi-Site locations. The Fall '20 release supports Service Point, Premises, Subscriber, and Service Account objects out of the box. You can configure additional objects.

A Service Point is defined as an entry point for services to a Premises. The service provided to each Service Point is separately metered. This is useful for utility services such as electricity, gas, or water. measured. This is useful for services such as phone, internet, or TV.

For a range of variations on the object relationships described here, see Energy & Utilities Cloud Customer Data Model.

Complete the following tasks in the order shown. You must create an Account and a Premises before you create a Service Point. After you create a Service Point, you can associate an Asset with an Account or a Premises and associate a parent Premises to an existing Premises.

Create a Premises

A Premises represents a complex, building, or house together with its land and outbuildings, occupied by businesses or tenants. A Premises record can optionally represent a location within a Premises, such as a particular building on a property, a floor of a building, or some other subset of the larger Premises where equipment might be deployed.

  1. Log in to Salesforce.
  2. Click the + tab to see All Tabs.
  3. Click Premises.
  4. Click New.
  5. Enter the following information.

    Fields

    Description

    Required Fields

    Name

    Enter the name of the service point.

    Street Address

    Enter a street address.

    City

    Enter the city name.

    State

    Enter the state.

    Postal Code

    Enter the postal code.

    Optional Fields

    Country

    Enter the name of the country.

    Premises Identifier

    Enter a unique identifier for the premises.

    Parent Premises

    Enter the parent name of the premises.

    Premises Type

    Enter the premises type. For example, Duplex, Condominium, Commercial Building, Floor, Floor Section, Apartment Building.

    Status

    Enter the status of the premises. For example, Connected, Vacant, Install in Progress, Planned, Inactive.

    Premises Number

    Enter a unique number for the premises.

    Geolocation (Latitude)

    Specify a latitude for the premises.

    Geolocation (Longitude)

    Specify a longitude for the premises.
  6. Click Save.

Create an Account

You can use Account objects for Multi-Site locations.

  1. Log in to Salesforce.
  2. Click the + tab to see All Tabs.
  3. Click Accounts.
  4. Click New.
  5. Enter the Account Name.
  6. Search for and associate the Premises you created to this Account.
  7. Click Save.
    Note
    Note

    If the Account has a parent Account, all the service points linked to the parent Account are retrieved.

Create a New Service Point

You can use Service Point objects for Multi-Site locations.

  1. Log in to Salesforce.
  2. Click the + tab to see All Tabs.
  3. Click Service Points.
  4. Click New.
  5. Enter the following information.

    Fields

    Description

    Required Fields

    Service Point Name

    Enter a name for the service point.

    Premises

    Search for and select the premise that this service applies to.

    Service Type

    Select the type of service that you want to associate with this service point.

    For example, the Service Type can be electricity, gas, or water.

    Optional Fields

    Market Identifier

    Enter a unique number for the market identifier.

    Meter

    Search for an select the meter that you want to associate with this service point.

    Service Point Number

    Enter a service point number.

    Status

    Select a status for this service point.

    • Connected

    • Vacant

    • Install in Progress

    • Inactive

    Activation Date

    Specify the date by which you want the Service Point to be activated.
  6. Click Save.

Associate a New Asset to an Account and Premises

You can link an Asset to an Account and Premises.

  1. Log in to Salesforce.
  2. Search for and open the Service Point record you created.
  3. Click New Asset.
  4. Enter the Asset Name.
  5. Search for the Account you created and associate it with the Service Point.
  6. Search for the Premises you created and associate it with this Service Point.
  7. Click Save.

Associate a Parent Premises to an Existing Premises

You can associate a parent Premises to a new or existing Premises.

  1. Log in to Salesforce.
  2. Search for and open the Premises record to which you want to associate a parent Premises.
  3. Click Edit in the Parent Premises field.
  4. Click Search to associate an existing Premises.
  5. Click New to create a new parent Account to associate to the existing Premises.
  6. Click Save.