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.
These apps are part of the Energy and Utilities Cloud managed package. Energy and Utilities applications are available as standard applications in your org as well as the Energy and Utilities Cloud Managed Package. Read through the considerations before you install Energy and Utilities applications.
| Applications | Managed Package | Salesforce Platform |
|---|---|---|
| Contact Center Console | Yes | Yes: Agent Console |
| Utility Self Service Portal | Yes | Yes: Self-Service Portal |
| Large Account Sales Management | Yes | No |
| Customer Acquisition Management | Yes | No |
| Short Cycle Work | Yes | No |
| Contractor Portal | No | Yes |
| Program Management Console | No | Yes |
| Clean Energy Programs | No | Yes |
The Energy & Utilities Cloud Managed Package Applications require preparation tasks, download and deploy of application components, and post deployment configuration steps. Once an application is ready to use, you can further customize it to meet your specific requirements.
Learn more about the set up tasks for each application:
- Considerations for Using OmniStudio with Energy & Utilities Cloud
Learn more about the versions of OmniStudio and how to tell which version you're using. - Application Approval Process (Managed Package)
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. - Contact Center Console (Managed Package)
Energy & 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. - Customer Acquisition Management (Managed Package)
Customer Acquisition Management is an Energy & 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. - Field Service for Energy and Utilities: Short Cycle Work (Managed Package)
Enable mobile workers to access and complete service appointment tasks on the field service mobile app. - Large Account Sales Management (Managed Package)
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. - Utility Self Service Portal (Managed Package)
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.