---
schema_version: "1"
id: 1499e1ee676ce65f043e517045a3c0e19583ca2cc81477307f7535057848b883
title: Set Up Emergency Management for Energy & Utilities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_set_up_emergency_management_for_energy_utilities.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_set_up_emergency_management_for_energy_utilities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e8a61000e26a996e076cab5b9dbee31639eb23a6e8d10dd2a5d6e801dd65a55a
description: Mobilize restoration crews during emergencies, outages, and incidents by setting up Emergency Management. With Emergency Management configured, dispatchers can run a customizable callout process that checks workforce availability by pay grade, generates a ranked roster of eligible service resources, and notifies those resources directly on their mobile devices.
products:
  - Energy and Utilities
release: "264"
---
# Set Up Emergency Management for Energy & Utilities

Mobilize restoration crews during emergencies, outages, and incidents by setting up Emergency Management. With Emergency Management configured, dispatchers can run a customizable callout process that checks workforce availability by pay grade, generates a ranked roster of eligible service resources, and notifies those resources directly on their mobile devices.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Energy &amp; Utilities - Growth, Field Service for Energy &amp; Utilities, and Contractors for Energy &amp; Utilities</td></tr></tbody></table>

- **[Enable Field Service](https://help.salesforce.com/s/articleView?id=ind.energy_enable_field_service.htm&release=264.0.0&type=5)**  
    Create and schedule service resources during an incident by turning on Field Service. Emergency Management relies on Field Service scheduling to check workforce availability and rank resources for a callout.
- **[Assign Permission Sets to Admins](https://help.salesforce.com/s/articleView?id=ind.energy_assign_permission_sets_to_admins.htm&release=264.0.0&type=5)**  
    Assign these permission sets to the admin user to work with the emergency management, so that they configure the callout process.
- **[Assign Permission Sets to Technicians](https://help.salesforce.com/s/articleView?id=ind.energy_assign_permission_sets_to_technicians.htm&release=264.0.0&type=5)**  
    Assign these permission sets to the technician users to work with the emergency management, so that they respond to callouts from the Salesforce Field Service mobile app.
- **[Create a Dispatcher Profile and User](https://help.salesforce.com/s/articleView?id=ind.energy_create_a_dispatcher_profile_and_user.htm&release=264.0.0&type=5)**  
    Create a dedicated dispatcher profile and user so that dispatchers can run the callout process. This task is required when you want a separate user to initiate and manage emergency callouts.
- **[Set Up the Create Call Out Screen Flow](https://help.salesforce.com/s/articleView?id=ind.energy_set_up_the_create_call_out_screen_flow.htm&release=264.0.0&type=5)**  
    Help dispatchers mobilize crews with a single click by adding the Create Call Out screen flow to the resource callout list view. This flow guides dispatchers through creating a resource callout for an emergency, outage, or incident.
- **[Install the Field Service Managed Package](https://help.salesforce.com/s/articleView?id=ind.energy_install_the_field_service_managed_package.htm&release=264.0.0&type=5)**  
    Download the latest version of the Field Service managed package and install them. The Field Service managed package is required for using the Field Service APIs.
- **[Install the Salesforce Field Service App Package](https://help.salesforce.com/s/articleView?id=ind.energy_install_the_salesforce_field_service_app_package.htm&release=264.0.0&type=5)**  
    Download the latest version of the Field Service app package and install them. The Field Service app package is required for using the Field Service mobile apps.
- **[Create and Wire Apex Classes into the Template Flows](https://help.salesforce.com/s/articleView?id=ind.energy_create_and_wire_apex_classes_into_the_template_flows.htm&release=264.0.0&type=5)**  
    Salesforce ships the emergency management automation with draft template flows. The Apex that performs the Field Service backed availability, roster, and ranking work isn't delivered to your org. Author three Apex classes, add them to the template flows as Apex actions, and then clone and activate the flows. The Apex that performs the Field Service backed availability and ranking work isn't delivered to your org.