Set Up Customer Acquisition Management

Setting up the Customer Acquisition Management application for Energy & Utilities Cloud requires that you configure your Salesforce Org, download and deploy application components, and configure permissions.

• Configure Your Org for Customer Acquisition Management
  Configure your org for Customer Acquisition Management. After you complete this configuration, you can download and deploy the static resources components.
• Download and Deploy Customer Acquisition Management Components
  Customer Acquisition Management components are available to you as static resources in your Salesforce org. To use these components, download and then deploy them into your org.
• Perform Post Deployment Steps for Customer Acquisition Management
  After deploying Customer Acquisition Management resources, complete these post-deployment steps on your org.
• Set Up Standard Digital Commerce for Customer Acquisition Management
  To set up Standard Digital Commerce (DC) for Customer Acquisition Management, enable Standard Digital Commerce and configure permissions for site guest users.
• Configure Permissions for Customer Acquisition Management Users
  Common personas in Customer Acquisition Management include sales agents, sales administrators, prospective, and existing customers. Learn more about the recommended permissions for these users.