Upload customer site data in bulk and automate group creation to generate complex quotes quickly. Discover and configure Agentforce Energy & Utilities features by using Salesforce Go.
Energy & Utilities Cloud is now Agentforce Energy & Utilities. You may see references to Energy & Utilities Cloud in our application and documentation.
- Upload Customer Site Data in Bulk
Automate data entry by enabling sales support staff to upload customer site data quickly by using a CSV file. You can upload site information, map the columns, and preview data before starting the full upload process. You can also add site data manually. - Generate Quotes for Customers with Multiple Sites
Handle complex, large-scale quotes for commercial and industrial customers. Your sales representatives can group service points, apply products to entire groups at one time, and price quotes for multiple sites. - Create Multisite Quotes Quickly
The Auto Quote action automates the process of loading site data and creating groups and group members, so that the users can focus on product selection and configuration. - Manage Agentforce Energy & Utilities Features in One Place
With Salesforce Go, you can discover, set up, configure, and track Agentforce Energy & Utilities features, all from a single location in Setup. Learn more about features and get help with configuration by accessing content resources and links. Explore more Agentfoce Energy & Utilities products and features, and if you’ve turned on the Your Account app, you can purchase add-on licenses for some features directly from Salesforce Go.