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Define Multi-Site Objects
The Fall '19 and Winter '20 releases only supported the use of Service Point objects for Multi-Site locations. The Fall '20 release supports Service Point, Premises, Subscriber, and Service Account objects out of the box. You can configure additional objects.
A Service Point is defined as an entry point for services to a Premises. The service provided to each Service Point is separately metered. This is useful for utility services such as electricity, gas, or water. measured. This is useful for services such as phone, internet, or TV.
For a range of variations on the object relationships described here, see Energy & Utilities Cloud Customer Data Model.
Complete the following tasks in the order shown. You must create an Account and a Premises before you create a Service Point. After you create a Service Point, you can associate an Asset with an Account or a Premises and associate a parent Premises to an existing Premises.
Create a Premises
A Premises represents a complex, building, or house together with its land and outbuildings, occupied by businesses or tenants. A Premises record can optionally represent a location within a Premises, such as a particular building on a property, a floor of a building, or some other subset of the larger Premises where equipment might be deployed.
- Log in to Salesforce.
- Click the + tab to see All Tabs.
- Click Premises.
- Click New.
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Enter the following information.
Fields
Description
Required Fields
Name
Enter the name of the service point.
Street Address
Enter a street address.
City
Enter the city name.
State
Enter the state.
Postal Code
Enter the postal code.
Optional Fields
Country
Enter the name of the country.
Premises Identifier
Enter a unique identifier for the premises.
Parent Premises
Enter the parent name of the premises.
Premises Type
Enter the premises type. For example, Duplex, Condominium, Commercial Building, Floor, Floor Section, Apartment Building.
Status
Enter the status of the premises. For example, Connected, Vacant, Install in Progress, Planned, Inactive.
Premises Number
Enter a unique number for the premises.
Geolocation (Latitude)
Specify a latitude for the premises.
Geolocation (Longitude)
Specify a longitude for the premises.
- Click Save.
Create an Account
You can use Account objects for Multi-Site locations.
- Log in to Salesforce.
- Click the + tab to see All Tabs.
- Click Accounts.
- Click New.
- Enter the Account Name.
- Search for and associate the Premises you created to this Account.
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Click Save.
NoteIf the Account has a parent Account, all the service points linked to the parent Account are retrieved.
Create a New Service Point
You can use Service Point objects for Multi-Site locations.
- Log in to Salesforce.
- Click the + tab to see All Tabs.
- Click Service Points.
- Click New.
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Enter the following information.
Fields
Description
Required Fields
Service Point Name
Enter a name for the service point.
Premises
Search for and select the premise that this service applies to.
Service Type
Select the type of service that you want to associate with this service point.
For example, the Service Type can be electricity, gas, or water.
Optional Fields
Market Identifier
Enter a unique number for the market identifier.
Meter
Search for an select the meter that you want to associate with this service point.
Service Point Number
Enter a service point number.
Status
Select a status for this service point.
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Connected
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Vacant
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Install in Progress
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Inactive
Activation Date
Specify the date by which you want the Service Point to be activated.
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- Click Save.
Associate a New Asset to an Account and Premises
You can link an Asset to an Account and Premises.
- Log in to Salesforce.
- Search for and open the Service Point record you created.
- Click New Asset.
- Enter the Asset Name.
- Search for the Account you created and associate it with the Service Point.
- Search for the Premises you created and associate it with this Service Point.
- Click Save.
Associate a Parent Premises to an Existing Premises
You can associate a parent Premises to a new or existing Premises.
- Log in to Salesforce.
- Search for and open the Premises record to which you want to associate a parent Premises.
- Click Edit in the Parent Premises field.
- Click Search to associate an existing Premises.
- Click New to create a new parent Account to associate to the existing Premises.
- Click Save.
