---
schema_version: "1"
id: 8986ba4f371ea831908fdb269fd53150c8762bb1f9ba6a581747a742c0896282
title: Set Up Flows for Multisite
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_set_flows_multisite.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_set_flows_multisite.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0881eca98f8faf6df39448080e94034813e6d1bf41a5c9aa47ff549d36baf8a9
description: Configure flows to enable multisite features such as site bulk data upload, multisite quoting, streamlined product selection, automated order creation, and the provision of energy utility services.
products:
  - Energy and Utilities
release: "264"
---
# Set Up Flows for Multisite

Configure flows to enable multisite features such as site bulk data upload, multisite quoting, streamlined product selection, automated order creation, and the provision of energy utility services.

## Configure the Upload Sites in Bulk Flow

Configure the Upload Sites in Bulk flow to allow users to upload multiple site records efficiently using a standard or custom file format.

### 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="d85838e104">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e104 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e104 ">Energy &amp; Utilities Cloud Features</td>

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

1. From **Setup**, in the Quick Find box, enter Flows, and then select **Flows**.
2. In the list of flows, select the **Upload Sites in Bulk** flow.
3. Configure the assignment elements to define mandatory fields.
    1. Open the assignment elements indicated in the flow.
    2. Add or update any standard or custom fields that must be shown as mandatory.
4. Save the flow as a new version.
    1. Click **Save As**.
    2. Select **A New Flow**.
    3. Enter a Flow Label. Leave the Flow API Name as is.
    4. Click **Save**.
5. Click **Activate**.
6. Add the flow to the Opportunity record page as a link, button, or embedded component.

## Configure the Create Multisite Quote Flow

Initialize the Create Multisite Quote flow to enable sales representatives to generate quotes for multiple sites within a single opportunity.

### 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="d85838e298">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e298 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e298 ">Energy &amp; Utilities Cloud Features</td>

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

1. Open the **Create Multisite Quote** flow (Unmanaged).
2. Save the flow as a new version.
    1. Click **Save As**.
    2. Select **A New Flow**.
    3. Enter a Flow Label. Retain the existing the Flow API Name.
    4. Save the flow.
3. Activate the flow.

## Configure the Multi-Recipient Product Discovery Flow

Configure the Multi-Recipient Product Discovery flow to allow users to browse and select products for multiple recipients, such as sites, during the quoting 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="d85838e444">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e444 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e444 ">Energy &amp; Utilities Cloud Features</td>

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

1. From **Setup**, in the Quick Find box, enter Flows, and then select **Flows**.
2. In the list of flows, select the **Multi-Recipient: Discover Products** flow.
3. Save the flow as a new version.
    1. Click **Save As**.
    2. Select **A New Flow**.
    3. Enter MultiRecipient Product Discovery as the Flow Label. Leave the Flow API Name as is.
    4. Click **Save**.
4. Configure the location selection component.
    1. In the flow canvas, open the **Display Products Screen** element.
    2. Select the **Select Locations** Lightning Web Component.
    3. Update the Recipient Type property value to Site.
    4. Click **Done**.
5. Save and activate the flow.

## Configure the Create Orders From Quote Flow

Enable the Create Orders From Quote flow to automate the generation of orders directly from approved quotes.

### 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="d85838e655">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e655 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e655 ">Energy &amp; Utilities Cloud Features</td>

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

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. In the list of flows, select the **Create** Orders **From Quote** flow.
3. Save the flow as a new version.
    1. Click **Save As**.
    2. Select **A New Flow**.
    3. Enter a Flow Label. Retain the existing the Flow API Name.
    4. Save the flow.
4. Activate the flow.

## Configure the Activate Energy Service Flow

Configure the Activate Energy Service flow to streamline the service activation process for utility products.

### 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="d85838e813">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e813 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e813 ">Energy &amp; Utilities Cloud Features</td>

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

1. From **Setup**, in the Quick Find box, enter Flows, and then select **Flows**.
2. In the list of flows, select the **Activate Energy Service** flow.
3. Save the flow as a new version.
    1. Click **Save As**.
    2. Select **A New Flow**.
    3. Enter a Flow Label. Retain the existing the Flow API Name.
    4. Save the flow.
4. Activate the flow.

## Configure the Energy Service Configuration Flow

Set up the Energy Service Configuration flow to manage the initial setup and provisioning of energy services for new customer accounts.

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. In the list of flows, select the **Setup Energy Service** flow.
3. Save the flow as a new version.
    1. Click **Save As**.
    2. Select **A New Flow**.
    3. Enter a Flow Label. Retain the existing the Flow API Name.
    4. Save the flow.
4. Activate the flow.

## Configure the Auto Quote Flow

Deploy and configure the Auto Quote flow to automatically generate quotes based on predefined criteria and opportunity data.

### 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="d85838e1062">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e1062 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e1062 ">Energy &amp; Utilities Cloud Features</td>

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

1. From **Setup**, in the Quick Find box, enter Flows, and then select **Flows**.
2. In the list of flows, select the **Auto Quote** flow.
3. Save the flow as a new version.
    1. Click **Save As**.
    2. Select **A New Flow**.
    3. Enter a Flow Label. Leave the Flow API Name as is.
    4. Click **Save**.
4. Update the Flow Variables PriceBookId, ContextDefinitionName, SourceContextDefinitionName, and TargetContextDefinitionName with the appropriate values for your organization.
5. Configure the screen action in the final element.
    1. Open the **Auto Quote Completed** element.
    2. Go to the **Configure Screen Actions** step.
    3. Add the **Process\_Auto\_Quote** flow.
    4. Provide the following parameters:
        
        - quoteId: {!QuoteRecord.Id}
        - opportunityId: {!recordId}
        - contextDefinitionName: {!ContextDefinitionName}
        - sourceContextMappingName: {!SourceContextMappingName}
        - targetContextMappingName: {!TargetContextMappingName}
    5. Set the **When to run action on screen load** option to **Only the first time the screen loads**.
6. Click **Activate**.
7. Register the flow in Energy Utilities Settings.
    1. From **Setup**, navigate to **Energy Utilities Settings**.
    2. Select the Auto Quote flow API name from the dropdown list.

## Configure the Auto Quote Action on Opportunities

Create a quick action on the Opportunity object to allow users to trigger the Auto Quote flow directly from an opportunity record.

### 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="d85838e1349">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e1349 ">To create user profiles and users:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85838e1349 ">Energy &amp; Utilities Cloud Features</td>

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

1. From **Setup**, select **Object Manager**.
2. Select **Opportunity**.
3. Create the Auto Quote action.
    1. Select **Buttons, Links, and Actions**.
    2. Click **New Action**.
    3. For Action Type, select Flow.
    4. For Flow, select the **Auto Quote** flow you configured.
    5. For Label, enter Auto Quote.
    6. For Name, enter Auto\_Quote.
    7. Click **Save**.
4. Add the action to the Opportunity page layout.
    1. Select **Page Layouts**.
    2. Select the applicable **Opportunity Layout**.
    3. Select **Mobile and Lightning Actions**.
    4. Drag the **Auto Quote** action to the **Salesforce Mobile and Lightning Experience Actions** section.
    5. Click **Save**.
5. Verify the action by opening an Opportunity record and clicking **Auto Quote** to run the flow.