Get Started with Utility Self Service Portal

Setting up the Energy & Utilities Utility Self Service Portal requires that you configure your Salesforce org, download and deploy required components, and configure permissions.

• Configure Your Org for Utility Self Service Portal
  Configure your org for Utility Self Service Portal. After you complete this configuration, you can download and deploy the Utility Self Service Portal components.
• Download and Deploy Utility Self Service Portal Components
  Utility Self Service Portal components are available to you as static resources in your Salesforce org. To use these components, download and then deploy them into your org.
• Configure Permissions for Utility Self Service Portal Users
  Service administrators, and prospective and current utility customers are common types of Utility Self Service Portal users. Learn more about the recommended permissions for these users.
• Post Deployment Steps for Utility Self Service Portal
  After downloading and deploying the Utility Self Service Portal static resources and assigning permission sets, complete these post-deployment steps.
• Troubleshoot Utility Self Service Portal
  This section lists the commonly encountered problems while setting up or using Utility Self Service Portal. For each listed problem, a workaround or a probable cause of the issue is provided. In case you do not find your issues listed on this page, or the workaround provided does not work for you, contact Salesforce Support.
• Set up Chat in the Utility Self Service Portal
  Add the chat feature to the Utility Self Service Portal to enable your customers to chat with service agents in real time.
• Configure the Data Source for Graphs in the Usage Tab
  The graphs in the Usage tab represents data visually so that your customers can notice trends and better understand their usage metrics across weeks or months.