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Set Up Automated Data Fill Criteria

Set Up Automated Data Fill Criteria

Add proactive estimation capabilities to your existing gap-filling activities by using automated data filling. To automatically generate estimated energy use data, set specific asset criteria and select a predefined fill logic method in the estimated energy use criteria.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create estimated energy use criteria: Manage Energy Use Record Automation
  1. From the App Launcher, find and select Estimated Energy Use Criterias.
  2. Click New.
  3. Enter a name for the criteria.
  4. Select the frequency to generate the energy use records.
  5. Select the standard type of fuel consumed by the asset.
  6. Select one of these methods to generate the energy use records.
    • Manual: Enter the fuel consumption value for the selected fuel type when running the rule.
    • Current Year Average: Calculate the average fuel consumption for the selected fuel type across the energy use records for the assets when running the rule.
  7. Enter the stationary asset filtering criteria to determine for which asset sources to generate the energy use records.
  8. Save your changes.
 
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Salesforce Help | Article