---
schema_version: "1"
id: 6425bfb0352805e47b6a842d91e8544db57d1013e16a96e7f13ad66e62b57831
title: Get Started with Energy & Utilities Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_get_started_landing_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_get_started_landing_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d50815fef8b3860146e1cab6d34c9d3b6cb3c59a773c0c1c117087b63f2c8781
description: The Energy & Utilities Cloud extends Salesforce Customer 360 to provide solutions for the energy and utilities industry. It helps businesses establish their presence online, improve operational efficiency, and deliver industry-standard customer experiences. Explore a trial org and learn about what's included, what setup is recommended, and how to get ready for your implementation—there's no need to set things up just yet.
products:
  - Energy and Utilities
release: "264"
---
# Get Started with Energy & Utilities Cloud

The Energy & Utilities Cloud extends Salesforce Customer 360 to provide solutions for the energy and utilities industry. It helps businesses establish their presence online, improve operational efficiency, and deliver industry-standard customer experiences. Explore a trial org and learn about what's included, what setup is recommended, and how to get ready for your implementation—there's no need to set things up just yet.

![Energy Cloud banner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/landing_page/landingpage-banner-energy-and-utilities.png) <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/landing_page/lm_start.png" alt="Play button in a circle"></span>
            </p>
            <p>Get Oriented</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_t_energyutilities_cloud_solution_map_282512.htm&amp;release=264.0.0&amp;type=5" title="Explore this overview of key features in Energy &amp; Utilities Cloud. Energy &amp; Utilities Cloud extends the digital omnichannel capabilities of Salesforce by providing applications, features, and components to help your company to improve sales and provide excellent customer service.">What is Energy and Utilities Cloud?</a>
            </p>
            <p>
              <a href="https://play.vidyard.com/ynibmX8KyX7K6nswgNcbv8?disable_popouts=1&amp;v=4.2.36&amp;type=inline" target="_blank">Video: Watch a Demo</a>
            </p>
            <p><a href="https://trailhead.salesforce.com/content/learn/modules/the-energy-and-utilities-industries" target="_blank">Trailhead: Get to know the Energy and Utilities
                Industries</a>. </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=ind.get_an_energy__utilities_cloud_base_trial_org.htm&amp;release=264.0.0&amp;type=5" title="Get hands-on experience with Energy and Utilities Cloud in a full-featured trial experience.">Get an
                Energy &amp; Utilities Cloud Trial Org</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/landing_page/lm_build_1.png" alt="Wrench in a circle"></span>
            </p>
            <p>Dive In: Learn About Recommended Core Applications</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_t_energyutilities_contactcenter_console_application_overview_283294.htm&amp;release=264.0.0&amp;type=5" title="Energy &amp; Utilities Contact Center Console is a unified portal for service agents to support customers with contact information updates, bill analysis, payment plans, location changes, and meter reads.">Empower Service Agents With Contact Center Console</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_t_customer_acquisition_management_overview_for_energyutilities_289650.htm&amp;release=264.0.0&amp;type=5" title="Customer Acquisition Management is an Energy &amp; Utilities Cloud application that provides utility customers the ability to compare product offerings and service rates. As an energy supplier or utility company, you can integrate this application into your customer portal and automate new customer acquisition.">Attract New Customers With Customers Acquisition Management</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_t_large_account_sales_management_overview_296725.htm&amp;release=264.0.0&amp;type=5" title="Large Account Sales Management helps utilities streamline their sales operations. Sales agents and team leads get actionable insights allowing agents to focus on their top deals. When working on an opportunity, the sales agent can enter information for the quote, organize the data into logical groupings, and, if necessary, start the multi-site quoting process using Salesforce Industries CPQ.">Streamline Sales Operations Using Large Account Sales Management Application</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_t_utility_self_serve_portal_overview_298949.htm&amp;release=264.0.0&amp;type=5" title="Let your customers manage their utility accounts through the Utility Self Service Portal to save them time, and to reduce call volume to your customer support center.">Give Customers Control of Their Accounts With Utility Self Service Portal</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_clean_energy_programs_overview.htm&amp;release=264.0.0&amp;type=5" title="Clean Energy Program Management provides the foundations of a connected experience for utilities, contractors, and customers through a single system.">Deploy Utility Programs and Product Offerings with Clean Energy Programs</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_short_cycle_work_flows.htm&amp;release=264.0.0&amp;type=5" title="Enable mobile workers to access and complete service appointment tasks on the field service mobile app.">Deploy Field Service for Energy and Utilities: Short Cycle Work</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_program_management_console.htm&amp;release=264.0.0&amp;type=5" title="Program managers can track metrics and take action on clean energy programs within a single dashboard. Help program managers achieve program adoption targets by monitoring success metrics such as overall energy savings, application status, and incentive budget spend.">Deploy Program Management Console</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_contractor_portal.htm&amp;release=264.0.0&amp;type=5" title="Build a streamlined, external-facing portal where your contractors can view and update their partner accounts, enroll in clean energy programs, and collaborate with utility service companies.">Deploy Contractor Portal</a>
            </p>
            <p>
              <a href="https://anypoint.mulesoft.com/exchange/org.mule.examples/energy-powercloud-impl/minor/1.0/" target="_blank">Integrate Energy Applications With Powercloud</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://anypoint.mulesoft.com/exchange/org.mule.examples/energy-integrations/minor/1.0/" target="_blank">Integrate Salesforce Energy &amp; Utilities with External Billing Systems</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/landing_page/lm_develop_2.png" alt="Gears in a circle"></span>
            </p>
            <p>Go Deeper: Learn About Features for Specific Business Needs</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_enterprise_product_catalog__epc_.htm&amp;language=en_US" target="_blank">Manage your product portfolio with Enterprise Product
                Catalog</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_industries_configure__price__quote__cpq_.htm&amp;language=en_US" target="_blank">Configure your Product, Pricing and Quotes using CPQ</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_enable_usage_pricing_for_industries_cpq.htm&amp;language=en_US" target="_blank">Set Up Usage-Based Pricing</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_attribute_based_pricing.htm&amp;language=en_US" target="_blank">Set Up Attribute-Based Pricing</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_multi_site_quote_and_order_capture.htm&amp;language=en_US" target="_blank">Set Up Multisite Quote and Order Capture</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_document_generation_overview_389381.htm&amp;language=en_US" target="_blank">Generate Contracts, Proposals, Quotes, and Other Documents with
                OmniStudio Document Generation</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_application_approval_process.htm&amp;release=264.0.0&amp;type=5" title="Automate the application approval process for energy and utility programs such as Clean Energy Programs, EV charger installation services, and rebates for energy-efficient appliances.">Set Up an Automated Application Approval Process</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/landing_page/lm_integrate_2.png" alt="Connector in a circle"></span>
            </p>
            <p>Extend Further: Learn About Additional Capabilities &amp; Add-Ons</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&amp;language=en_US" target="_blank">Design Your Business Process Using Omnistudio</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.business_rules_engine.htm&amp;type=5&amp;language=en_US" target="_blank">Automate Complex Logic With Business Rule Engine</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_t_manage_field_service_appointments_for_energyutilitiescustomers_289189.htm&amp;language=en_US" target="_blank">Serve Customers on the Go With Field Service</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=commerce.om_order_management.htm&amp;type=5&amp;language=en_US" target="_blank">Manage the Life Cycle of Orders With Order Management</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=ind.v_contracts_contract_lifecycle_management_overview_364784.htm&amp;language=en_US" target="_blank">Manage the Life Cycle of Contracts With Contract Lifecycle
                Management</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/landing_page/lm_start_1.png" alt="Play button in a circle"></span>
            </p>
            <p>Get Ready for Your Implementation</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_t_energyutilities_cloud_release_notes_24234.htm&amp;release=264.0.0&amp;type=5" title="The release notes in this section describe enhancements and fixes in major and minor releases of Energy &amp; Utilities Cloud.">Review Release Notes</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_installation_guide_for__salesforce_industries_communications__media__and_energy.htm&amp;language=en_US" target="_blank">Prepare and Plan for Your Implementation by Installing the CME
                Managed Package</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_cme_upgrade_parent.htm&amp;language=en_US" target="_blank">Learn How To Upgrade a Previous Version of the CME Managed
                Package</a>
            </p>
            <p>
              <a href="https://developer.salesforce.com/docs/atlas.en-us.eu_developer_guide.meta/eu_developer_guide/eu_intro.htm" target="_blank">Understand the Data Model</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_energyutilities_cloud_permission_set_licenses_and_permissionsets_245626.htm&amp;language=en_US" target="_blank">Understand Permission Set and Permission Set Licenses</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_system_administration_for__salesforce_industries_communications__media__and_energy.htm&amp;language=en_US" target="_blank">Perform Administrative Tasks for Better Management</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/landing_page/lm_outcome_end_2.png" alt="Arrow in a circle"></span>
            </p>
            <p>Know Your Resources &amp; Get Help</p>
            <p>
              <a href="https://developer.salesforce.com/docs/industries/energy/overview" target="_blank">Expand Your Implementations With Energy and Utilities Cloud
                API</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_cloud_developer_learning_journey.htm&amp;language=en_US" target="_blank">Learn How To Become an Expert Developer</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=ind.energy_cloud_consultant_learning_journey.htm&amp;language=en_US" target="_blank">Learn How To Become a Consultant</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>

- **[Energy & Utilities Cloud Consultant Learning Journey](https://help.salesforce.com/s/articleView?id=ind.energy_cloud_consultant_learning_journey.htm&release=264.0.0&type=5)**  
    This learning journey is for anyone in a business role with a focus in the Energy and/or Utilities industries. The journey will guide you through all of the Salesforce Industries product training courses and certifications that are needed to prepare you to consult on an Energy & Utilities Cloud implementation project.
- **[Energy & Utilities Cloud Developer Learning Journey](https://help.salesforce.com/s/articleView?id=ind.energy_cloud_developer_learning_journey.htm&release=264.0.0&type=5)**  
    This learning journey is for anyone in a technical role with a focus in the Energy & Utilities industry. The journey will guide you through all of the Salesforce Industries product training courses and certifications that are needed to prepare you to work on an Energy & Utilities Cloud implementation project.