---
schema_version: "1"
id: 17b34e08d964617b5401b5ac8129a7c20d3b0d0e3d281b3ce61ae1f0bbd57ce3
title: Energy and Utilities Cloud Sales Personas
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_sales_personas.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_sales_personas.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9390196df2231c6657507218b3641c3e1735df960815d26971cf5c6467f122d1
description: Explore the different types of users who work with Energy and Utilities Cloud Sales features and the permission sets they need.
products:
  - Energy and Utilities
release: "264"
---
# Energy and Utilities Cloud Sales Personas

Explore the different types of users who work with Energy and Utilities Cloud Sales features and the permission sets they need.

### 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>

To begin, create users for Energy and Utilities Cloud Sales features. Then assign users the appropriate permission sets. To help you plan, refer to the Energy and Utilities Cloud Sales features personas table.

When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce.

Remember, users can have only one profile, but can have many permission sets assigned to them.

The persons table also lists the example users for the personas. While setting up Energy and Utilities Cloud, the instructions refer to the example users and you can create your users accordingly.

  
| PERSONA | Example user | DESCRIPTION |
| --- | --- | --- |
| Salesforce Admin | Admin | Administers the features, enables product and feature add-ons, and assigns permission sets to admins who handle specific areas. Only Salesforce admins can set up Specification Types. |
| Sales Operations | Admin | Sets up the Energy and Utilities Cloud Sales features. |
| Product Owner | Product Owner | Sets up the Product Catalog, integrates Product Catalog Management features, and sets up the reference products. |
| Sales Representative | Standard User | Responsible for browsing catalogs, quoting, and capturing orders for multisite accounts. |
| Sales Support | Standard User | Responsible for uploading and organizing customer site data to support multisite quoting. |

Assign permission sets to your users based on their persona.