---
schema_version: "1"
id: 0fefd3462536a4e114c0ab93c175507900b4f4367eebe629f8530e4b5c14703d
title: Energy & Utilities Sales Prerequisites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_enable_revenue_cloud.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_enable_revenue_cloud.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 51fc2b22467837394dd4173d0e0fdcd56711f4f578941ed7c5f132416c9d365b
description: Before you set up Energy and Utilities Sales features, complete the preconfiguration in your Salesforce org to ensure a smooth and successful setup process.
products:
  - Energy and Utilities
release: "264"
---
# Energy & Utilities Sales Prerequisites

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d89305e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d89305e70 ">To turn on Revenue features:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d89305e70 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Revenue Cloud</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d89305e70 ">To turn on Context Definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d89305e70 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d89305e70 ">To turn on contact to multiple accounts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d89305e70 ">Customize Application</td>

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

## 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](https://help.salesforce.com/s/articleView?id=ind.qocal_turn_on_quote_and_order_capture.htm&language=en_US).

## 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](https://help.salesforce.com/s/articleView?id=ind.qocal_turn_on_quote_and_order_capture.htm&language=en_US).

## Enable Create Quotes Without a Related Opportunity

Set up quotes and quote line items across your Salesforce org.

For instructions, see [Set Up Quote](https://help.salesforce.com/s/articleView?id=ind.qocal_turn_on_quote_and_order_capture.htm&language=en_US).

## 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](https://help.salesforce.com/s/articleView?id=ind.qocal_turn_on_quote_and_order_capture.htm&language=en_US).

## 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](https://help.salesforce.com/s/articleView?id=ind.context_service_turn_on_context_service.htm&language=en_US&type=5).

## 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](https://help.salesforce.com/s/articleView?id=sales.shared_contacts_set_up.htm&language=en_US).