Energy and Utilities Cloud Winter ’24

Support your field service IT teams by using a configurable, intuitive workflow on the Field Service Mobile app that improves safety and reduces the time to value for customers. Simplify and automate the approval process for Clean Energy Program applications by using sample Approval Process templates. Perform a wider range of tasks in external billing systems with the expanded Integrations API endpoints. Explore new data model objects and fields to support budgets, benefits, applications, and programs.

• Support Field Service Agents with Short Cycle Workflows
  Enable mobile workers to view and complete tasks in service appointments and service-related data on the Field Service Mobile app. With steps provided for preconfigured, utility-specific use cases such as meter replacement, turn-on service, and turn-off service, your field service agents can operate more effectively and safely. You can populate asset details and gather field data on the mobile app, which increases the productivity of the field service technicians.
• Automate Application Approval Processes
  Fast-track the application approval processes for Clean Energy Programs by using Action Plans and Flow Builder. Automatically assign tasks to the application approvers in your org as soon as an application form for a clean energy program is submitted. Trigger emails to the right approver at the right stage. You can even set up decision matrices to automatically approve or reject applications based on the incentive value, further reducing the time that is required for a manual intervention by the approvers.
• Capture Transaction Details from External Billing Systems
  The Energy and Utilties Integrations APIs are enhanced to provide a wider range of control over external billing systems. You can now capture billing, payment, account, registration, and transaction details from external billing systems.
• New and Changed Objects in Energy and Utilities
  Energy and Utilities cloud Winter ’24 includes new objects that support batch upload of work reports, and changed objects to expand Clean Energy Programs.