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Energy and Utilities Cloud Application Suite
Energy and Utilities sales and service apps are available as standard applications in your org along with other standard applications like Clean Energy Programs, Contractor Portal, and Program Management Console. Service apps include Agent Console and Self-Service Portal. Standard applications allow faster and easier installation, improved scalability, and access to all standard features in the Salesforce platform.
Required Editions
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud |
Here are some of the considerations for using standard applications:
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Standard applications use an enhanced data model. You can’t use the managed package data model and the enhanced data model at the same time. There is no migration process between the two data models.
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If you already have the managed package applications, you must migrate data, processes, and UI components to the enhanced data model in order to use standard applications. Standard applications don’t use data already defined in custom objects in your org.
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Standard applications may not work as expected with CME managed package components, including Industries EPC, CPQ, and Order Management.
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Standard applications work only on orgs that use Standard Omnistudio Content and Runtime. To know more, see Communications, Media, and Energy (CME) Support for OmniStudio Standard Runtime
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A Learning Trial org for standard applications is separately available from that for managed package applications. This trial org may have different sample data from what you see in the managed package application.
Using standard applications provides these opportunities:
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Greater flexibility and capability to consume features from other Salesforce clouds such as Einstein and Data Cloud.
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No need to install, configure, or maintain the CME managed package.
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Improved performance.
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Easier and faster deployment of apps using standard Salesforce tools and processes.
Learn more about the setup tasks for each standard app:
- Enable Sales and Service Apps
To access the standard sales and service functionalities in Energy and Utilities Cloud, enable the Energy and Utilities Service Apps and Sales for Energy and Utilities settings. These settings grant access to applications such as the Agent Console, the Self-Service Portal, and standard sales features. - Energy and Utilities Cloud Sales
Energy and Utilities Cloud sales features include reference products and tariff comparison. First, set up the product catalog for Energy and Utilities Cloud Sales. Then, set up and configure the reference products and tariff comparison. Sales representatives can compare tariffs for prospective customers. You can also extend the reference products and the tariff comparison features based on your business needs. - Agent Console
Equip your service reps with a 360-degree view of your customers using the Agent Console. The Agent Console app provides reps with usage statistics, interaction history, and a range of other tools that help them respond quickly and minimize the resolution times of customer issues. - Self-Service Portal
Provide full control of utility accounts to your customers and delight them with a simple interface for common customer actions. With the Self-Service Portal, your customers can pay their bills, set up autopay, address high bill concerns, track usage metrics, and even request a transfer of service locations. - Clean Energy Program Management
Clean Energy Program Management provides the foundations of a connected experience for utilities, contractors, and customers through a single system.
