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Enable Self-Service Portal Features

Enable Self-Service Portal Features

Turn on the Program and Benefit Management, Outcome Management, and contacts-to-multiple-accounts settings that Self-Service Portal features depend on. Turn on these settings after you enable the Energy and Utilities Service Apps.<

Required Editions

Required Editions

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud
User Permissions Needed
To enable features: Energy & Utilities Objects for Experience Cloud Users

Before you begin, turn on Energy and Utilities Service Apps in Setup. See Enable Sales and Service Apps.

  1. Enable access to objects related to program and benefit management.
    1. From Setup, in the Quick Find box, enter Benefit, and then select Program and Benefit Management Settings.
    2. Enable Create and manage your programs, benefits, and goals.
  2. Enable access to objects related to outcome management.
    1. From Setup, in the Quick Find box, enter Outcome, and then select Outcome Management Settings.
    2. Enable Create and Manage Outcomes, Indicators, and Impact Strategies.
  3. Allow users to relate a contact for multiple accounts.
    1. From Setup, in the Quick Find box, find and select Account Settings.
    2. Click Edit.
    3. Select Allow users to relate a contact to multiple accounts.
    4. Save your changes.