Enable, configure, and verify all essential features, user permissions, flows, and constraint models to fully implement multisite features for Energy and Utilities Cloud.
- Enable Multisite Features
Enable multisite features such as bulk site upload and multisite quoting for Energy and Utilities. - Assign Additional Permission Sets to Users
After setting up the admin user and standard user, assign the additional permission sets required to use multisite features. - Set Up the Sales Transaction Line Editor
Configure the Sales Transaction Line Editor in Energy & Utilities Cloud Sales to manage quote or order line items. - Add Sample Data for Multisite
Upload sample data for multisite features and activate the price book. - Create the Constraint Engine Node Status Field
Create the node status field on the Quote Line Item and Order Product objects and configure the field-level security. - Extend the Sales Transaction Context Definition for Multisite
Extend the standard context definition to include custom attributes for sales transactions and map them to Quote and Order objects. - Create and Update the Pricing Procedure for Multisite
Create a new pricing procedure from the default template and update the context definition for the newly created pricing procedure. - Update Context Definition for Multisite
Update the context definition for your pricing procedure to ensure it references the correct data structure for multi-recipient product discovery. - 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 Product Discovery Settings for Multisite
Update the Product Discovery settings to define the context definition and pricing procedures used during product selection. - Configure Salesforce Pricing Settings for Multisite
Set the default pricing procedure in Salesforce Pricing Settings to ensure consistent pricing calculations across utilities sales. - Configure Revenue Settings for Multisite
Update Revenue Settings to align the pricing procedure and order creation flow with your organization's requirements. - Configure the Opportunity Record Page for Multisite
Add the Opportunity Product Recipient related list to the Opportunity page layout to provide visibility into recipient records. - Configure the Quote Record Page for Multisite
Customize the Quote record page by adding transaction line editors and recipient wrappers to improve the quoting experience. - Configure the Create Order Action for Multisite
Override the predefined Create Order action on the Quote object to ensure the correct flow is triggered. - Configure the Constraint Model for Multisite
Configure product constraints and rules to ensure accurate product configuration at runtime. - Troubleshooting Bulk Site Upload
Troubleshoot common errors related to the automatic mapping feature, upload notifications, and CSV data failures.