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Guide Your Customers to Energy-Saving Programs and Products
Your customers can now use Utility Self Serve Portal to view and register for your energy-saving products and programs. Encourage your customers to optimize their energy usage with demand-side management services and technologies that can reduce both energy demands and the strain on the energy distribution system.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, and Unlimited editions.
Who: To configure Utility Self-Serve Portal, org admins need the Energy & Utilities Base Service license. To use the portal, your customers need the Energy & Utilities Cloud for Digital Experience User license. To use the Programs feature, org admins need the E&UProgramPermissionSet license.
How: To use the app, request a reference org for the Utility Self-Serve Portal business app. The app is delivered in an org that comes pre-installed with the Salesforce Industries Communications, Media, and Energy managed package and Utility Self-Serve Portal components. To migrate some or all of the Utility Self-Serve Portal components to your regular orgs, update your orgs to Salesforce Industries Communications, Media, and Energy Summer '23.
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