Energy & Utilities

Equip guest users and existing customers with personalized energy plan comparisons and self-service enrollment. Get Slack notifications when data sync operations are completed for multisite quotes and auto quotes. Manage new grid connection requests with milestone-based tracking and service-level agreement compliance monitoring. Improve timesheet accuracy for field technicians with enhanced summary views, automatic idle time entries, the ability to edit and resubmit rejected timesheets, and mobile refresh gestures.

Energy & Utilities Cloud is now Agentforce Energy & Utilities. You may see references to Energy & Utilities Cloud in our application and documentation.

• Energy & Utilities Features Released by Month
  Energy & Utilities features and changes are released on a monthly basis. Check this page for the latest releases.
• Manage Milestones for New Utility Connections
  Manage new grid connection requests from application intake through activation with automated milestone tracking and service-level agreement compliance management.
• Receive Slack Notifications for Multisite Quote and Auto Quote Data Sync
  Sales representatives receive a Slack notification when multisite quote or auto quote data synchronization completes. This Slack integration keeps the representatives informed without disrupting their work.
• Provide Self-Service and Assisted Tariff Comparison
  Give prospective customers the ability to compare utility service rates and make informed decisions about their purchases directly in your customer portal. Existing customers can browse energy products, compare personalized offers, and complete their enrollment online. During the enrollment process, customers can update their billing address. Also, the system can capture new address details for the customers to establish the required location and service point records automatically.
• Manage Add-On Products Using Enhanced Flow Templates
  Expand your product offerings beyond connection-based commodities, such as electricity, gas, or dual fuel. Sales reps can sell non-commodity add-on products, such as thermostats, heaters, smart meters, electric vehicle chargers, and heat pumps alongside commodity tariff plans. The pre-built Select Add-On Products Lightning Web Component allows users to view and select multiple add-on products simultaneously during the purchase process.
• New and Changed Objects in Energy & Utilities
  Do more with the new and changed objects in Energy & Utilities.
• New and Changed Invocable Actions in Energy & Utilities
  Use the new and updated invocable actions in Energy & Utilities.