Energy and Utilities Cloud Sales Personas

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

To begin, create users for Energy and Utilities Cloud Sales features. Then assign users the appropriate permission sets. To help you plan, refer to the Energy and Utilities Cloud Sales features personas table.

When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce.

Remember, users can have only one profile, but can have many permission sets assigned to them.

The persons table also lists the example users for the personas. While setting up Energy and Utilities Cloud, the instructions refer to the example users and you can create your users accordingly.

PERSONA	Example user	DESCRIPTION
Salesforce Admin	Admin	Administers the features, enables product and feature add-ons, and assigns permission sets to admins who handle specific areas. Only Salesforce admins can set up Specification Types.
Sales Operations	Admin	Sets up the Energy and Utilities Cloud Sales features.
Product Owner	Product Owner	Sets up the Product Catalog, integrates Product Catalog Management features, and sets up the reference products.
Sales Representative	Standard User	Responsible for browsing catalogs, quoting, and capturing orders for multisite accounts.
Sales Support	Standard User	Responsible for uploading and organizing customer site data to support multisite quoting.

Assign permission sets to your users based on their persona.