Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Energy & Utilities Cloud
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Manage Notification Preferences for Energy & Utilities Customers

          Manage Notification Preferences for Energy & Utilities Customers

          Use the Contact Center Console to manage customer communications preferences including the frequency of notifications for bills, payment reminders, outages, offers, promotions, and work orders.

          Notification Preference is a guided process that allows an agent or a customer to maintain the customer's contact preferences. The Notification Preferences card is displayed on the console, web, or mobile app by selecting the Manage Notification Preferences Action.

          The Notification Preferences can also be included in other processes like Move-in or Create Account. The Notification Preferences include the Preference Categories listed below. These categories can be modified or extended based on business rules.

          • Bill Notifications
          • Payment Reminders and Notifications
          • Outage Notifications
          • Offers and Promotions
          • Work Order Notifications

          The Notification Preferences include the Notification Types listed below. These Notification Types can be modified or extended based on business rules.

          • Phone
          • Email
          • Text
          • Do Not Contact -Do Not Contact Hours From & To
          1. Use the Identity Verification feature to verify the identity of the caller and launch the customer's accounts page.
          2. On the customer accounts page, select Manage Notification Preferences from the Notifications panel.
          3. Specify the notification preferences.
          4. Click Submit.
          5. Click Finish.
           
          Loading
          Salesforce Help | Article