Preconfiguration Steps

Before beginning the configuration of Energy and Utilities Cloud Sales features, it's important to complete the preconfiguration steps to ensure a smooth and successful setup process.

• Assign Licenses Required for Using Energy and Utilities Cloud Sales
  To use Energy and Utilities Sales features, the following licenses must already be added to your Energy and Utilities org.
• Enable Revenue Cloud Features
  Before you set up Energy and Utilities Cloud Sales features, turn on the required Revenue Cloud features and settings in your Salesforce org.
• Energy and Utilities Cloud Sales Personas
  Explore the different types of users who work with Energy and Utilities Cloud Sales features and the permission sets they need.
• Assign User Permissions for Reference Products
  Assign licenses and permission sets to your users who need to execute the referece product scripts, such as your product owners.
• Assign Permissions for Admin User
  Assign permissions to the admin users to access sales features.
• Set Up Sharing Settings and Sharing Rules
  Configure the sharing settings for various objects and create sharing rules for decision table file data.
• Set Up Standard User
  Configure sharing settings, create user profiles and permission sets, and assign permissions to set up a standard user, such as a sales representative who can browse catalogs and compare tariffs.
• Set Up Product Catalog for Energy and Utilities Cloud Sales
  Set up your product catalog to use Energy and Utilities Cloud Sales features. These steps are common prerequisites for several Energy and Utilities Cloud Sales features, including Tariff Comparison and Sample Products.
• Activate the Price Book
  Select and activate a price book to configure pricing for the products.