Energy and Utilities Cloud Application Suite

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud

Here are some of the considerations for using standard applications:

• Standard applications use an enhanced data model. You can’t use the managed package data model and the enhanced data model at the same time. There is no migration process between the two data models.

• If you already have the managed package applications, you must migrate data, processes, and UI components to the enhanced data model in order to use standard applications. Standard applications don’t use data already defined in custom objects in your org.

• Standard applications may not work as expected with CME managed package components, including Industries EPC, CPQ, and Order Management.

• Standard applications work only on orgs that use Standard Omnistudio Content and Runtime. To know more, see Communications, Media, and Energy (CME) Support for OmniStudio Standard Runtime

• A Learning Trial org for standard applications is separately available from that for managed package applications. This trial org may have different sample data from what you see in the managed package application.

Using standard applications provides these opportunities:

• Greater flexibility and capability to consume features from other Salesforce clouds such as Einstein and Data 360.

• No need to install, configure, or maintain the CME managed package.

• Improved performance.

• Easier and faster deployment of apps using standard Salesforce tools and processes.

Learn more about the setup tasks for each standard app:

• Discover and Set Up Energy & Utilities Features with Salesforce Go
  Explore, set up and configure, and monitor usage of Agentforce Energy & Utilities features in one streamlined setup location. Access content resources, such as videos, online tours, Trailhead, and Salesforce Help articles, to learn about features, and get help with configuration, all without leaving the setup page. Discover more Energy & Utilities features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go.
• 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.
• Energy and Utilities Cloud Sales
  With Energy & Utilities Cloud Sales, your sales reps can build a product catalog, compare tariffs, quote multisite deals, and manage multisite promotions. Set up the features your business needs, and then extend them as your product offerings grow.
• Agent Console
  Equip your service reps with a 360-degree view of your customers using the Agent Console. The Agent Console app provides reps with usage statistics, interaction history, and a range of other tools that help them respond quickly and minimize the resolution times of customer issues.
• Self-Service Portal
  Provide full control of utility accounts to your customers and delight them with a simple interface for common customer actions. With the Self-Service Portal, your customers can pay their bills, set up autopay, address high bill concerns, track usage metrics, and even request a transfer of service locations.
• Clean Energy Program Management
  Clean Energy Program Management provides the foundations of a connected experience for utilities, contractors, and customers through a single system.
• New Connections and Program Management
  Manage the full lifecycle of new grid connection requests, from application intake through design, permitting, construction, and energization.
• Emergency Management
  Coordinate emergency response operations by managing incidents, dispatching service resources, and tracking service restoration within Energy & Utilities. During outages and emergencies, utility companies must rapidly identify affected areas, mobilize qualified service resources, and restore service while complying with labor union agreements. With Emergency Management in Energy & Utilities, dispatchers and incident commanders can manage the full emergency response lifecycle, from incident creation through crew dispatch and restoration tracking.