Create Your Own Energy and Utilities Data Kit

Create your own data kit to test your configurations in a development org or if the predefined Energy and Utilities data kit doesn't meet your needs. For example, create a data kit and add add calculated insights that aggregate metrics that your company uses in its operations.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To use Data 360 for Energy and Utilities Cloud:

Salesforce org: Energy and Utilities Cloud Features

AND

Data 360 org: Data Cloud Admin

Before you create a data kit, make sure that you create the calculated insights.

  1. Go to Data 360 Setup.
  2. In Tools, click Data Kits.
  3. Click New.
  4. Name the data kit, and if necessary, add a description.
  5. Save your changes.
  6. Add data model objects to your data kit.
    1. In the Data Models section, click Add.
    2. Select the data model objects to be added to the data kit, and save your changes.
  7. Add calculated insights to your data kit.
    1. To add calculated insights, in the Calculated Insights section, click Add.
    2. Select the calculated insights to be added to the data kit, and save your changes.
  8. Add other items as necessary.
  9. Publish your data kit as package.
    1. After you add all items, click Publish.
    2. Click Open Package Manager.
    3. Click New.
    4. Enter a package name.
    5. Select a language.
    6. If needed, specify the other details.
    7. Save your changes.
      Your data kit is created.

You can deploy this data kit as a package to any target org.