Set Up Energy & Utilities Sales by Using Setup Bundles

Salesforce Go provides a consolidated and accelerated set up experience to configure your Energy & Utilities Sales environment. Instead of navigating through disconnected manual steps, the Energy & Utilities Sales Accelerator card automates metadata installation, enables core features, and deploys sample data from a single interface.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

From the Energy & Utilities Sales Accelerator card, you can choose between two installation paths tailored to your organizational needs.

  • Standard Installation: Provision Energy & Utilities Sales in just a few clicks. Get standard features and pre-loaded sample data instantly, empowering your customers to resolve requests faster than ever.
  • Custom Installation: Build your ideal Energy & Utilities Sales environment. Select only the specific capabilities that your company requires and deploy them via a guided, step-by-step interface. You can also include sample data with every capability you install.
  • Deploy the Energy & Utilities Sales Solution
    Quickly configure your org with essential Energy & Utilities Sales features. The Energy & Utilities Sales solution automates the deployment of multisite and tariff comparison from a single guided experience.
  • Troubleshoot Automated Setup Errors
    If an automated setup or installation for multisite and tariff comparison fails on an existing org, use the reported error message to resolve the issue and then re-run the installation.