--- schema_version: "1" id: a7536f51494cae9d0310f8c2ba10d54dd8b16f7d1f0c73fd8655ad7daa9f51a2 title: Energy and Utilities Cloud Sales collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_energy_and_utilities_sales_features.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_energy_and_utilities_sales_features.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 310905b0006a64d3bff0fb6ee2fb634c37380e944227847ed80dde5d982624cd description: 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. products: - Energy and Utilities release: "264" --- # 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. Energy & Utilities Cloud Sales brings together the tools your sales and service reps use to sell energy products and services, from the first quote to an active subscription. The features run on standard Salesforce applications and the enhanced data model. They also share a single product catalog so pricing and offers stay consistent across every deal. The sales features build on Revenue Management and Context Service. Set up these foundations first, along with the product catalog, and then turn on the features that match how you sell: Tariff Comparison for guided offers, Multisite Quoting for large commercial and industrial accounts, Consumer Sales for residential and small business customers, and Promotions for targeted discounts. ## Explore Energy & Utilities Cloud Sales Features Each feature area covers a different part of the sales process. Set up the ones your business needs. - **Tariff Comparison**: Compare energy product offerings and tariffs, suggest fully priced commodity plans and non-commodity add-ons with the Select Add-On Products component, and enroll customers in new products and services. Simulate energy usage and calculate real-time cost scenarios by adjusting usage distribution. - **Multisite Quoting**: Manage complex quotes and orders for large commercial and industrial accounts. Import up to 10,000 service points from a CSV file with validation, organize sites into groups, apply one product configuration and promotions to a whole group, and generate an order. The Auto Quote feature generates quote line items from opportunity data, and recipient price calculation prices each site in batches to stay within transaction limits. - **Slack Integration for Multisite and Auto Quotes**: Configure the Slack integration to send automated notifications and support collaboration across your multisite quote and auto-quote processes. Sales reps receive instant notifications when background sync processes between opportunity product recipients and quote line item recipients succeed or fail. Receive notifications when bulk site data is uploaded to a multisite quote. - **Consumer Sales**: Sell to residential and small business customers with an API-first, business-to-consumer (B2C) cart-to-asset journey. Shoppers can browse products, compare plans side by side, add plans to a cart, and complete purchases or subscriptions. - **Promotions**: Offer targeted discounts on individual products, bundles, and categories. Pricing designers define the discounts and establish eligibility and combinability rules. Sales reps can then apply active promotions from the Sales Transaction Line Editor or the product configurator to quotes, orders, and assets in multisite quoting. - **[Data Model for Energy & Utilities Sales](https://help.salesforce.com/s/articleView?id=ind.energy_data_model_for_energy_utilities_sales.htm&release=264.0.0&type=5)** The Energy & Utilities Sales data model includes objects and fields that publishers can use to store and manage information about their reference products, tariff comparison, opportunities, quotes, and orders that sales reps use to engage prospective and existing customers. The data model is built with industry-wide best practices, and you can adapt and extend the data model to meet your company’s unique needs. - **[Preconfiguration Steps](https://help.salesforce.com/s/articleView?id=ind.ene_sales_preconfiguration_steps.htm&release=264.0.0&type=5)** Before beginning the configuration of Energy and Utilities Cloud Sales features, it's important to complete the preconfiguration steps to ensure a smooth and successful setup process. - **[Reference Products](https://help.salesforce.com/s/articleView?id=ind.energy_sample_products_overview.htm&release=264.0.0&type=5)** Energy and Utilities Cloud provides a suite of sample commodity and non-commodity products designed to increase adoption and accelerate product launches for utility organizations. Product owners can use these pre-configured products to quickly learn how to design and extend Energy and Utilities products using Revenue Cloud. They can also help sales agents quote customers more efficiently. - **[Tariff Comparison](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_comparison.htm&release=264.0.0&type=5)** Sales and service representatives can use tariff comparison to quickly and efficiently compare energy product offerings and service rates. Representatives can suggest fully priced offers, including commodity plans and non-commodity add-ons, and seamlessly enroll customers in new products and services. - **[Site Bulk Upload, Multisite Quoting, and Auto Quote](https://help.salesforce.com/s/articleView?id=ind.energy_multisite.htm&release=264.0.0&type=5)** Streamline the management of complex quotes and orders for multiple sites with site bulk upload, multisite quoting, and auto quote capabilities. - **[Slack for Multisite and Auto Quotes](https://help.salesforce.com/s/articleView?id=ind.energy_slack_for_multisite_and_auto_quotes.htm&release=264.0.0&type=5)** Set up the Slack integration to enable automated notifications and collaboration for your multisite quote and auto-quote processes. - **[Cart Management and Order Fulfillment for Consumer Sales in Energy & Utilities Cloud Sales](https://help.salesforce.com/s/articleView?id=ind.energy_cart_management_and_order_fulfillment_for_consumer_sales_in_eu.htm&release=264.0.0&type=5)** Consumer Sales for business-to-consumer (B2C) provides a comprehensive solution for residential and small business users. Built on the Salesforce Platform, this setup empowers admins and developers to capitalize on the growing subscription market by using an enhanced cart-to-asset sales journey. - **[Promotions in Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_promotions_in_energy_utilities.htm&release=264.0.0&type=5)** Use promotions to offer precise discounts that boost sales and influence customer buying decisions across your energy and utilities offerings. Pricing designers can define granular discounts on individual products, bundles, and categories, while sales reps apply these deals directly to quotes, orders, and assets. Once a promotion is active, sales reps can apply it while managing quotes, orders, and assets. Set up and design promotions for Multisite to surface eligible promotions and apply promotions in your own storefront.