Add Product and Pricing Data

To add sample data, download and execute specific Apex classes. This process creates the necessary records for the features to function correctly.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create user profiles and users: Energy & Utilities Cloud Features

To use the Energy and Utilities Cloud Sales features, download the reference products and sample data according to the desired features:

  1. Add the product images.
    1. Download and extract the product images.
    2. From the App Launcher, search for and select Files.
    3. Select Upload Files. You can upload up to 10 files at a time.
    4. Upload the product images.
  2. Add sample product data and repeat the following steps in the following order using the corresponding downloadable files: reference products sample data, reference products pricing data, and tariff comparison sample data.
    1. From Setup, in the Quick Find box, enter and select Apex Classes.
    2. Select New and copy the code from each downloaded file into a new Apex Class window, saving each one.
    3. From Setup, select Developer Console.
    4. In the Developer Console, select Debug, and then Open Execute Anonymous Window.
    5. Paste the following code snippet into the anonymous window: [Downloaded file name without the extension].createRecords();
      If your file name is EUServiceAppsSampleDataCreation.cls, copy this code into the anonymous window: EUServiceAppsSampleDataCreation.createRecords();.
    6. Select Execute.