Before you set up Energy and Utilities Sales features, complete the preconfiguration in your Salesforce org to ensure a smooth and successful setup process.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To turn on Revenue features: |
Customize Application AND Manage Revenue Cloud |
| To turn on Context Definitions: | Customize Application |
| To turn on contact to multiple accounts: | Customize Application |
Enable Revenue Settings
Give your users access to Agentforce Revenue Management features in your Salesforce org and enable optional features to enhance the sales experience for your reps.
For instructions, see Turn On Revenue Management.
Enable Salesforce Pricing
To ensure accurate pricing for your quotes and orders, enable Salesforce Pricing for your org.
For instructions, see Set Up Salesforce Pricing.
Enable Create Quotes Without a Related Opportunity
Set up quotes and quote line items across your Salesforce org.
For instructions, see Set Up Quote.
Enable Enhanced Features
Use the Order Settings page to control whether users in your organization are able to create and manage orders.
For instructions, see Set Up Order.
Enable Context Service
Give your users access to Context Service objects and features to create and manage context definitions.
For instructions, see Turn On Context Service.
Enable Contacts to Multiple Accounts
Help your sales reps track the relationships between customers and businesses. Set up contacts to multiple accounts so your reps can relate a single contact record to multiple accounts.
For instructions, see Set Up Contacts to Multiple Accounts.