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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance,
Unlimited, and Developer Editions with Energy and Utilities
Cloud |
The Self-Service Portal app is built as an Experience Cloud template
with an enhanced data model and user interface. Use the enhanced data model to transfer
information to the Agent Console seamlessly, and give your service agents the
information they need to assist customers.
With the Self-Service Portal, customers can request for changing their
service address, check their billing and usage details, and shop for clean energy
programs.
The Self-Service Portal uses Salesforce platform features such as
Omnistudio and Experience Cloud.
- Learn and Explore
Understand the features in Self-Service Portal that you need to address your business requirements. Explore the Self-Service Portal data model.
- Set up the Self-Service Portal
Set up features and review permission set licenses for the Self-Service Portal. Create user profiles and assign required permission sets to user groups. Set access rules in organization-wide-default settings. Set up an Experience Cloud site and collaborate with partners and customers through Digital Experience. Configure the automatic application approval process.
- Extending the Self-Service Portal
Extend the Self-Service Portal with these optional customizations based on your business needs.
