--- schema_version: "1" id: 2f8b2d4966d5bda9459ba8b3bbfbd291752291ecb795a93a52bc323fb1aaa80c title: Set Up Multisite Features collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_set_multisite_features.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_set_multisite_features.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 043472291f087c2f9e86a2c0b282a24c8349ac7de0ce0551acfb3cf9782d4794 description: Enable, configure, and verify all essential features, user permissions, flows, and constraint models to fully implement multisite features for Energy and Utilities Cloud. products: - Energy and Utilities release: "264" --- # Set Up Multisite Features 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](https://help.salesforce.com/s/articleView?id=ind.ene_enable_multisite_features.htm&release=264.0.0&type=5)** Enable multisite features such as bulk site upload and multisite quoting for Energy and Utilities. - **[Assign Additional Permission Sets to Users](https://help.salesforce.com/s/articleView?id=ind.ene_assign_additional_permission_sets_users.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.ene_set_up_the_sales_transaction_line_editor_on_a_quote_or_order_record_page.htm&release=264.0.0&type=5)** Configure the Sales Transaction Line Editor in Energy & Utilities Cloud Sales to manage quote or order line items. - **[Add Sample Data for Multisite](https://help.salesforce.com/s/articleView?id=ind.ene_add_sample_data_multisite.htm&release=264.0.0&type=5)** Upload sample data for multisite features and activate the price book. - **[Create the Constraint Engine Node Status Field](https://help.salesforce.com/s/articleView?id=ind.ene_create_cml_node_status_field.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.ene_extend_sales_transaction_multisite.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.ene_create_update_pricing_procedure_multisite.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.ene_update_context_definition_multisite.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.ene_set_flows_multisite.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.ene_configure_product_discovery_multisite.htm&release=264.0.0&type=5)** Update the Product Discovery settings to define the context definition and pricing procedures used during product selection. - **[Configure Salesforce Pricing Settings for Multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_pricing_multisite.htm&release=264.0.0&type=5)** Set the default pricing procedure in Salesforce Pricing Settings to ensure consistent pricing calculations across utilities sales. - **[Configure Revenue Settings for Multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_revenue_multisite.htm&release=264.0.0&type=5)** Update Revenue Settings to align the pricing procedure and order creation flow with your organization's requirements. - **[Configure the Opportunity Record Page for Multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_opportunity_record_multisite.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.ene_configure_quote_record_page_multisite.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.ene_configure_create_order_action_multisite.htm&release=264.0.0&type=5)** Override the predefined Create Order action on the Quote object to ensure the correct flow is triggered. - **[Configure the Constraint Model for Multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_constraint_model_multisite.htm&release=264.0.0&type=5)** Configure product constraints and rules to ensure accurate product configuration at runtime. - **[Troubleshooting Bulk Site Upload](https://help.salesforce.com/s/articleView?id=ind.ene_troubleshooting_bulk_site_upload.htm&release=264.0.0&type=5)** Troubleshoot common errors related to the automatic mapping feature, upload notifications, and CSV data failures.