Explore Clean Energy Programs Self Service Portal Features

Explore using the Self Service Portal and get ideas for how you wish to configure it for your customers.

With the Program-Application-Benefit framework, you can speed up your implementation and launch a new program without any coding to reconfigure your website. Every page in the Utility Self Service Portal is a separate Experience Cloud page. All the components in the page are OmniStudio components, such as FlexCards, OmniScripts, and Integration Procedures.

Note To customize your Experience Cloud site, follow the instructions in Set Up and Configure Your Org for Experience Cloud Sites.

Note In the Utility Self Serve Portal, only the Offers and Rebates and the Order History pages are build on the Clean Energy Programs Data Model.

In the Offers and Rebates page, each FlexCard is a program. Once you activate your program in Program Management, it appears in this list as a new FlexCard.

When you click View Details, the FlexCard displays the details of the selected program. All the information displayed in the FlexCard for a program are sourced from the data model objects that make up the framework of Clean Energy Programs.

For example;

• The name EV Charger rate and rebate: Residential is populated from the Name field in the Program data model object.

• The listed benefit Upto $2,500 rebate is populated from the Benefit object.

• The list under Products to choose from is populated from the ProgramProduct object, which is a junction object between Program and Product2. The Product2 object stores all the measures that make a program.

• The Benefits section lists each Benefit object associated with a Program object in a separate card.

• The Requirements section gathers information about the unique requirements for each product from the Product2 object

So when you build the Benefit, Product2, and Product objects in Salesforce (without customizing it in the Experience Cloud), all the details are visible in the Offers and Rebates page.

When you click Apply, the Application Form Template object runs the OmniScript for the EV Charger rebate program. You can clone and customize the OmniScript to match the application form for your program.

For example, instead of the Level 1, 2, and 3 EV Charger Rebate programs, you can configure your products in the Product object. All the details in the steps of the OmniScript are derived from the data model objects, which minimizes the time and effort required to deploy new programs or update existing programs.

You can also select the attributes of a product in the Self-Serve Portal by clicking Add Spec. The attributes are gathered in the Select Attributes window by the flow EU Product Attribute Selector, which then stores the values in the Individual Application Item Attribute object.

To customize the Select Attributes window, clone the flow EU Product Attribute Selector, then replace the flow API name inside the OmniStudio Data Mapper EnergyUtilitiesProgramsTransformProgramProducts with that of the cloned flow.

Note All updates to the Individual Application Item Attribute object must be done through the Select Attributes window.

Note All existing screen components must be present in the cloned flow as they are used in other supporting features.

To see the relationship between Energy and Utilities data model objects in Clean Energy Programs, see Energy & Utilities Cloud Data Model.