---
schema_version: "1"
id: 6f5086de91cdc7f86abaf7d27614bf471f767c6ecf3a04859c1a5220d49ae963
title: Preconfiguration Steps
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_sales_preconfiguration_steps.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_sales_preconfiguration_steps.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f537a5e8d7c15a029e81668212b00caae8e6d6871fced61b5f1974b43be8a709
description: Before beginning the configuration of Energy and Utilities Cloud Sales features, it's important to complete the preconfiguration steps to ensure a smooth and successful setup process.
products:
  - Energy and Utilities
release: "264"
---
# Preconfiguration Steps

Before beginning the configuration of Energy and Utilities Cloud Sales features, it's important to complete the preconfiguration steps to ensure a smooth and successful setup process.

- **[Energy & Utilities Sales Prerequisites](https://help.salesforce.com/s/articleView?id=ind.ene_enable_revenue_cloud.htm&release=264.0.0&type=5)**  
    Before you set up Energy and Utilities Sales features, complete the preconfiguration in your Salesforce org to ensure a smooth and successful setup process.
- **[Energy and Utilities Cloud Sales Personas](https://help.salesforce.com/s/articleView?id=ind.ene_sales_personas.htm&release=264.0.0&type=5)**  
    Explore the different types of users who work with Energy and Utilities Cloud Sales features and the permission sets they need.
- **[Assign User Permissions for Reference Products](https://help.salesforce.com/s/articleView?id=ind.ene_assign_permissions_sample_products.htm&release=264.0.0&type=5)**  
    Assign licenses and permission sets to your users who need to execute the reference product scripts, such as your product owners.
- **[Assign Permissions for Admin User](https://help.salesforce.com/s/articleView?id=ind.ene_assign_permissions_for_admin_user.htm&release=264.0.0&type=5)**  
    Assign permissions to the admin users to access sales features.
- **[Set Up Sharing Settings and Sharing Rules](https://help.salesforce.com/s/articleView?id=ind.ene_set_up_sharing_settings_and_sharing_rules.htm&release=264.0.0&type=5)**  
    Configure the sharing settings for various objects and create sharing rules for decision table file data.
- **[Set Up Standard User](https://help.salesforce.com/s/articleView?id=ind.ene_set_up_standard_user.htm&release=264.0.0&type=5)**  
    Configure sharing settings, create user profiles and permission sets, and assign permissions to set up a standard user, such as a sales representative who can browse catalogs and compare tariffs.
- **[Set Up Product Catalog for Energy and Utilities Cloud Sales](https://help.salesforce.com/s/articleView?id=ind.ene_set_up_product_catalog.htm&release=264.0.0&type=5)**  
    Set up your product catalog to use Energy and Utilities Cloud Sales features. These steps are common prerequisites for several Energy and Utilities Cloud Sales features, including Tariff Comparison and Sample Products.
- **[Activate the Price Book](https://help.salesforce.com/s/articleView?id=ind.ene_activate_price_book.htm&release=264.0.0&type=5)**  
    Select and activate a price book to configure pricing for the products.