Enable the Tariff Comparison feature, set up external services, create sample data and metadata, configure context definitions and pricing procedures, update settings, and configure the Tariff Comparison and Energy Service screen flows.
- Assign Permissions for Admin User
Assign Consumer Sales User permission set to the admin users to access the tariff comparison features. - Assign Permissions for Standard User
Assign Consumer Sales User permission set to the standard users to access the tariff comparison features. - Enable Digital Experiences
Enable digital experiences in your org so you can start building custom portals and storefronts. - Enable Person Accounts
Prepare your org to sell to individual consumers by setting up person accounts for Tariff Comparison. Quickly establish the necessary record types, adjust your organization-wide sharing defaults, and grant profile access to ensure smooth data management. - Enable Tariff Comparison
Enable Sales for Energy and Utilities and the Tariff Comparison feature for Energy and Utilities. - Set Up External Service
To integrate Energy and Utilities Cloud applications with external applications, set up a named credential and an external service. - Configure Product Page and Decision Tables
Configure the product page layout, record types, specification types, and decision tables. - Add Product and Pricing Data
Upload images and add commodity and non-commodity product data. - Configure Context Definitions and Pricing Procedures
Extend the required context definitions, configure pricing procedures, and update revenue settings. - Set Up the Tariff Comparison Screen Flow
Set up and customize the main Tariff Comparison screen flow for your users. - Activate the Energy Service Flow
Automate your energy services by cloning and activating the installed template flow.