---
schema_version: "1"
id: b5ea388db49cdbc4eb90d1ad0ea57327bbdd3254acb67e9eb47910a0779a085f
title: Energy & Utilities Sample Permission Set Groups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_t_energyutilities_sample_permission_set_groups_245710.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_t_energyutilities_sample_permission_set_groups_245710.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 86d2be001e89877d49451e4bd96d18bb0a732a3fd0267da4b463a52ccd012c13
description: After installing the ​managed package and managed permission sets, assign the sample permission set groups based on the application user types that you want to create.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Energy & Utilities Sample Permission Set Groups

After installing the ​managed package and managed permission sets, assign the sample permission set groups based on the application user types that you want to create.

Here's the list of permission set groups for Energy & Utilities Cloud application personas.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d110286e41">
              <p style="margin-bottom:0;">Sample Permission Set Groups</p>
            </th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d110286e47">
              <p style="margin-bottom:0;">Included Sample Permission Sets </p>
            </th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d110286e53">
              <p style="margin-bottom:0;">Description</p>
            </th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">
              <p style="margin-bottom:0;">E&amp;U Service Agent User</p>
            </td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 ">
              <ul>
                <li>
                  <p>Base:Runtime:ReadOnly</p>
                </li>

                <li>
                  <p>Base:Runtime:ViewAndManageBillPayment</p>
                </li>

                <li>
                  <p>EPC:ReadOnly:All</p>
                </li>

                <li>
                  <p>EnergyRuntimeService</p>
                </li>

                <li>
                  <p>SFI OmniObjects Permissions (For Omni objects on Manage Package) OR OmniStudio User (For OS enabled Org)</p>
                </li>

                <li>
                  <p>DocGen:Runtime:All</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">
              <p style="margin-bottom:0;">Bundles permission sets based on the service agent user job functions, such as identifying the caller, adding meter readings, and managing user complaints and requests. </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">
              <p style="margin-bottom:0;">E&amp;U Service Admin User</p>
            </td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 ">
              <ul>
                <li>
                  <p>Base:Runtime:ReadOnly</p>
                </li>

                <li>
                  <p>Base:Runtime:ViewAndManageBillPayment</p>
                </li>

                <li>
                  <p>EPC:Design:All</p>
                </li>

                <li>
                  <p>EPC:Admin:All</p>
                </li>

                <li>
                  <p>EnergyRuntimeServiceAdmin</p>
                </li>

                <li>
                  <p>SFI OmniObjects Permissions - Admin (For Omni objects on Manage Package) OR OmniStudio Admin (For OS enabled Org)</p>
                </li>

                <li>
                  <p>DocGen:Runtime:All</p>
                </li>

                <li>
                  <p>DocGen:Design:All</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">
              <p style="margin-bottom:0;">Bundles permission sets based on the service administrator job functions, such as creating and managing custom components in addition to agent job functions.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">
              <p style="margin-bottom:0;">E&amp;U SFS Contractor User</p>
            </td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 "><a name="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279449466902"><!-- --></a>
              <ul id="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279449466902">
                <li>
                  <p>Base:Runtime:ReadOnly </p>
                </li>

                <li>
                  <p>EnergyRuntimeServiceSFS</p>
                </li>

                <li>
                  <p>Field Service Admin Permissions</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">
              <p style="margin-bottom:0;">Bundles permission sets based on the SFS contractor job functions such as managing field service appointments.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">
              <p style="margin-bottom:0;">E&amp;U Sales Agent User</p>
            </td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 "><a name="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279450184322"><!-- --></a>
              <ul id="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279450184322">
                <li id="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_listitem-idm2653288949263268"><a name="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_listitem-idm2653288949263268"><!-- --></a>
                  <p>EnergyRuntimeB2BSalesAgent</p>
                </li>

                <li>
                  <p>EnergyRuntimeB2CSalesAgent</p>
                </li>

                <li>
                  <p>Base:Runtime:ReadOnly</p>
                </li>

                <li>
                  <p>Base:Runtime:ViewAndManageBillPayment</p>
                </li>

                <li>
                  <p>EPC:ReadOnly:All</p>
                </li>

                <li>
                  <p>CPQ:Runtime:CartOperations</p>
                </li>

                <li>
                  <p>CPQ:Runtime:ViewAndApplyDiscounts</p>
                </li>

                <li>
                  <p>CPQ:Runtime:CPQCartUI</p>
                </li>

                <li>
                  <p>DC:Runtime:Shopping</p>
                </li>

                <li>
                  <p>SFI OmniObjects Permissions OR OmniStudio User (For OmniScript enabled Org)</p>
                </li>

                <li>
                  <p>DocGen:Runtime:All</p>
                </li>

                <li>
                  <p>BRERuntime</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">
              <p style="margin-bottom:0;">Bundles permission sets based on the sales agent user job functions for the Customer Acquisition Management and Large Account Sales Management application.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">
              <p style="margin-bottom:0;">E&amp;U Sales Admin User</p>
            </td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 "><a name="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279450673880"><!-- --></a>
              <ul id="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279450673880">
                <li>
                  <p>Base:Runtime:ReadOnly</p>
                </li>

                <li>
                  <p>Base:Runtime:ViewAndManageBillPayment</p>
                </li>

                <li>
                  <p>EPC:Design:All</p>
                </li>

                <li>
                  <p>EPC:Admin:All</p>
                </li>

                <li>
                  <p>CPQ:Runtime:CartOperations</p>
                </li>

                <li>
                  <p>DC:Runtime:Shopping</p>
                </li>

                <li>
                  <p>CPQ:Admin:All</p>
                </li>

                <li>
                  <p>CPQ:Runtime:CPQCartUI</p>
                </li>

                <li>
                  <p>CPQ:Runtime:ViewAndApplyDiscounts</p>
                </li>

                <li>
                  <p>EnergyRuntimeB2CSalesAdmin</p>
                </li>

                <li>
                  <p>SFI OmniObjects Permissions - Admin</p>
                </li>

                <li>
                  <p>DocGen:Design:All</p>
                </li>

                <li>
                  <p>DocGen:Runtime:All</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">
              <p style="margin-bottom:0;">Bundles permission sets based on the sales admin user job functions for Customer Acquisition Management application.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">
              <p style="margin-bottom:0;">E&amp;U Sales CC User</p>
            </td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 "><a name="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279450753580"><!-- --></a>
              <ul id="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279450753580">
                <li>
                  <p>Base:Runtime:ReadOnly</p>
                </li>

                <li>
                  <p>Base:Runtime:ViewAndManageBillPayment</p>
                </li>

                <li>
                  <p>EnergyRuntimeB2CSalesCustomerCommunityUser</p>
                </li>

                <li>
                  <p>CPQ:Runtime:CartOperations</p>
                </li>

                <li>
                  <p>DC:Runtime:Shopping</p>
                </li>

                <li>
                  <p>SFI OmniObjects Permissions</p>
                </li>

                <li>
                  <p>DocGen:Runtime:All</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">
              <p style="margin-bottom:0;">Bundles permission sets based on the sales customer community user job functions for the Customer Acquisition Management application.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">
              <p style="margin-bottom:0;">E&amp;U Sales Guest User</p>
            </td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 "><a name="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279450878438"><!-- --></a>
              <ul id="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653279450878438">
                <li>
                  <p>EnergyRuntimeB2CSales</p>
                </li>

                <li>
                  <p>SFI OmniObjects Permissions - Guest User</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">
              <p style="margin-bottom:0;">Bundles permission sets based on the customer guest user job functions for the Customer Acquisition Management application.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">
              <p style="margin-bottom:0;">E&amp;U Sales Team Lead</p>
            </td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 "><a name="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653288949638060"><!-- --></a>
              <ul id="comms_t_energyutilities_sample_permission_set_groups_245710__uuid-51d40f7e-4d1a-4d01-930f-0c5ba075d673_itemizedlist-idm2653288949638060">
                <li>
                  <p>EnergyRuntimeB2BSalesTeamLead</p>
                </li>

                <li>
                  <p>EnergyRuntimeB2CSalesAgent</p>
                </li>

                <li>
                  <p>Base:Runtime:ReadOnly</p>
                </li>

                <li>
                  <p>Base:Runtime:ViewAndManageBillPayment</p>
                </li>

                <li>
                  <p>EPC:ReadOnly:All</p>
                </li>

                <li>
                  <p>CPQ:Runtime:CartOperations</p>
                </li>

                <li>
                  <p>CPQ:Runtime:ViewAndApplyDiscounts</p>
                </li>

                <li>
                  <p>CPQ:Runtime:CPQCartUI</p>
                </li>

                <li>
                  <p>DC:Runtime:Shopping</p>
                </li>

                <li>
                  <p>SFI OmniObjects Permissions OR OmniStudio User (For OmniScript enabled Org)</p>
                </li>

                <li>
                  <p>DocGen:Runtime:All</p>
                </li>

                <li>
                  <p>BREDesigner</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">
              <p style="margin-bottom:0;">Bundles permission sets based on the sales team lead job functions for the Large Account Sales Management application.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sample Permission Set Groups" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e41 ">Energy Self Service Portal PSG</td>

            <td data-label="Included Sample Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e47 ">
              <ul>
                <li>
                  <p>EnergySelfServiceCCUser</p>
                </li>

                <li>
                  <p>SFI OmniObjects Permissions (for orgs using OmniStudio for Vlocity)</p>
                </li>

                <li>
                  <p>OmniStudio User (for orgs using OmniStudio Standard)</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110286e53 ">Bundles permission sets required to access the Self Service Portal app.</td>

          </tr>
        </tbody>
      </table>

See Also: [Deploy Sample Permission Sets and Permission Set Groups](https://help.salesforce.com/s/articleView?id=ind.comms_t_deploy_sample_permission_sets_and_permission_set_groups_243148.htm&release=264.0.0&type=5 "You can optionally deploy and install sample permission sets and permission set groups. The sample permission sets provide object, class, and page access for your cloud. You can use permission set groups with both types of CME licenses - managed package licenses and permission set licenses.")