Enable Sales and Service Apps

To access the standard sales and service functionalities in Energy and Utilities Cloud, enable the Energy and Utilities Service Apps and Sales for Energy and Utilities settings. These settings grant access to applications such as the Agent Console, the Self-Service Portal, and standard sales features.

Required Editions

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To enable Energy and Utilities Settings: Energy and Utilities Cloud Features

Before you begin, make sure that your org uses Standard Omnistudio Content and Runtime, which Energy and Utilities Cloud standard apps require. See Communications, Media, and Energy (CME) Support for Omnistudio Standard Runtime.

If your org already has the managed package version of Energy and Utilities apps, enabling Sales and Service Apps doesn't remove those apps. Standard apps don't use data stored in the managed package's custom objects. To use standard apps, migrate your data, processes, and UI components to the enhanced data model. After you enable the apps, assign permission sets to give your users access.

  1. From Setup, in the Quick Find box, enter Energy and Utilities Settings, and select it.
  2. Turn on Energy and Utilities Service Apps.
  3. Turn on Sales for Energy and Utilities.