Quickly configure your org with essential Energy & Utilities Sales features. The Energy & Utilities Sales solution automates the deployment of multisite and tariff comparison from a single guided experience.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To configure Salesforce Go Solution features: | View setup and configuration |
- Select Salesforce Go from the gear menu or the main Setup menu.
- Locate the Energy & Utilities Sales Accelerator card and click Set Up.
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Choose your installation path.
- To provision setup in a few clicks with all standard capabilities and pre-loaded sample data, under Standard Installation, click Start. Make sure that Sales for Energy and Utilities is enabled. See Enable Sales and Service Apps.
- To select only the specific capabilities your company requires and deploy them through a guided, step-by-step interface, under Custom Installation, click Start. You can also include sample data with every capability you install.
- After installation completes, complete the required manual setup listed under Take the Next Steps section.
To learn more about Salesforce Go, see Discover and Set Up Features With Salesforce Go.