Sales and service representatives can use tariff comparison to quickly and efficiently compare energy product offerings and service rates. Representatives can suggest fully priced offers, including commodity plans and non-commodity add-ons, and seamlessly enroll customers in new products and services.
Sales representatives can perform these tasks:
- Suggest fully priced, eligible product offers to customers during discussions. This helps them sell more products and increase sales.
- Suggest cheaper products to known customers based on how much they use, where they live, and what services they use. This helps to reduce high bill worries and start plan changes.
- Offer non-commodity add-ons, such as thermostats, smart meters, and electric vehicle chargers, alongside commodity tariff plans by using the Select Add-On Products Lightning web component.
- Give detailed information about products that a customer asks about. This helps them make smart decisions and makes it easy to sign up for or change plans right away.
- Enroll customers with products that the customers are interested in, streamlining the sales and service process.
- Simulate energy usage and calculate real-time cost scenarios by adjusting usage distribution directly in the Tariff Comparison. This helps demonstrate potential savings through side-by-side plan comparisons and highlights the most cost-effective tariff to support data-driven decisions.
- Upgrade Guidance for Winter ’27
If you’ve implemented Tariff Comparison in Summer ’26, update your decision tables, flows, and community user permissions for Winter ’27. The Get Best Tariff and Get Decision Table IDs flows are no longer required. - Set Up Tariff Comparison
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. - Set Up Integration User for Tariff Comparison
Keep automated and external calls separate from interactive users by running Tariff Comparison APIs through a dedicated, API-only account. Set up an integration user to run these APIs from an automated process or an external system without signing in as a person. - Compare Tariff Plans and Enroll a Customer
You can enroll a customer in a suitable tariff plan using the Tariff Comparison feature. - Extending Tariff Comparison
Extend the Tariff Comparison feature with optional customizations based on your business needs. - Tariff Comparison for Experience Cloud
Configure the Tariff Comparison feature to allow customers to compare utility rates and manage their service agreements within the portal.