--- schema_version: "1" id: 5335f275f4c834481caec7792fa4c628c46fabc7b4e37d1c01f00acd6862c697 title: Self-Service Portal collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_self_service_portal.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_self_service_portal.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a75a12230c70786e8e9007cd324abdd40cf9cc348d29e399e4c188e3f238c79a description: 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. products: - Energy and Utilities release: "264" --- # 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. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/images/icon_note.png) Note Energy and Utilities service apps, namely Agent Console and Self-Service Portal, are available as standard applications in your org along with other standard applications like Clean Energy Programs, Contractor Portal, and Program Management Console. For apps using the Energy and Utilities Cloud managed package, see [Energy & Utilities Cloud Managed Package Application Suite](https://help.salesforce.com/s/articleView?id=ind.energy_t_vlocity_energyutilities_cloud_applicationsuite_283279.htm&release=264.0.0&type=5 "Energy & Utilities Cloud Managed Package Application Suite provides configurable modules built on top of the core Energy & Utilities Cloud platform. These applications enable energy suppliers and utility companies to assist customers with setting up services, changing services, billing inquiries, meter reads, field service, and more."). 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](https://help.salesforce.com/s/articleView?id=ind.energy_learn_and_explore_ssp.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.energy_set_up_the_self_service_portal.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.energy_customizing_the_self_service_portal.htm&release=264.0.0&type=5)** Extend the Self-Service Portal with these optional customizations based on your business needs.