Salesforce Energy and Utilities Cloud

Learn how the Energy and Utilities Cloud helps utilities transform for the digital marketplace, covering industry introductions, market models, products and practices, challenges, customer relationship management software, and deployment basics.

Explore how deregulation drives competition and expands customer choice in the energy and utilities industry, from digital self-service and rate shopping to solar and wind generation.

Explore how electricity, gas, and water utilities generate, transmit, and deliver energy. Analyze how retailers manage contracts, billing, and distribution networks, and note distributed energy resources.

Explore the common types of utility, energy, and waste companies, including power generation, transmission, distribution, electric suppliers, energy services, investor-owned and public utilities, and water and gas networks.

Explore power generation from solar, wind, nuclear, coal, oil, and natural gas, and how transmission and distribution grids deliver electricity to customers in deregulated markets.

Explore energy service companies, investor owned utilities, and public utilities, detailing project development, financing, ownership models, and regulatory frameworks that affect energy costs and investments.

Learn how electric cooperatives operate as private nonprofit utilities owned by customers, with distribution and generation and transmission roles, and how water supply networks and natural gas fit energy systems.

Explore the evolution from regulated, vertically integrated utilities to transition and deregulated markets, highlighting infrastructure ownership, competition, and customer options for energy and clean energy.

Explore common energy and utilities products, processes, and practices, including managing communications preferences, service changes, outages, bill inquiries, and programs for solar, electric vehicles, batteries, and rebates.

Explore how deregulation, aging infrastructure, and mergers reshape energy markets and prices. See how the grid shifts to multidirectional flows with distributed energy resources and cloud platforms like Salesforce.

Explore common utility terminology definitions, including customer premises and the service delivery point, meter location, SPI identifiers, and the term quarter for tenancy changes.

Explore how diverse software systems—CIS, billing and pricing, forecasting, IVR, CTI, CRM integrations, and OMS, DMS, MDM, ERP—support customer relationships, billing records, and field operations in the utility sector.

Explore how decarbonization, deregulation, digitalization, and decentralization drive digital transformation in energy and utilities, using cloud, IoT, and Salesforce solutions to enable smarter grids and personalized customer experiences.

Explore how Energy and Utilities Cloud delivers industry-specific capabilities to utility companies and energy retailers, enabling personalized digital experiences, seamless omni channel service and optimized operations.

Empower executives, account managers, and field service teams with real-time offers, bundled products, and automated moves, while enabling customers to sign up online and view bills.

Explore the energy and utilities cloud solution map, detailing the platform architecture, integration layers with MuleSoft, and industry-specific capabilities that enable omnichannel sales, service, and customer engagement.

Configure energy and utilities cloud architecture to deliver operational excellence and best-in-class customer experiences with predefined industry objects, API-driven integration, and native Salesforce security.

Explore energy and utilities cloud data model, a 100% additive extension of the standard Salesforce data model, detailing customer, billing, and service accounts, premises, service points, meters, and assets.

Implement energy and utilities cloud integration with an integration platform to manage data mastery and process flows. Converge billing, pricing, address validation, and service point lookups across systems.

explore the energy and utilities console on the Salesforce Lightning platform, delivering a 360-degree customer view, a single agent experience for B2C and B2B, and one-click guided service and sales.

Explore the energy and utilities console panel, showing customer account details, account type, hierarchy, navigation to related accounts, contact data, a Google Maps address, and the customer story with cases.

Explore the middle panel of the Energy and Utilities Contact Center Console to access customer information across tabs including overview, billing, usage, profile relationships, contracts, opportunities, and service points.

Explore the energy and utilities console’s right panel with notifications and actions, including outages with location, initiation time, and expected resolution, plus how to manage notification preferences.

Explore the energy and utilities console overview tab, showing the business account summary, premises, billing, and services like electric, water, and gas with per-service actions.

View and pay the customer bill, update billing profiles, investigate high bills, and manage disputes, with graphical comparisons of the current, prior, and last year’s bills.

Explore the energy and utilities console usage tab. View kilowatts or therms against temperature and velocity charges by billing cycle for electricity and natural gas costs.

Explore the energy and utilities profile tab to view customer interests in energy saving products and factors shaping purchasing criteria. Assess current satisfaction and identify renewable and upsell potential.

Navigate the energy and utilities console's relationships tab to view a color-coded business account hierarchy from the current customer account to premises, linked service points, open opportunities, and generated codes.

Explore the contracts tab to view all contracts associated with the selected business account, and click a contract to view its details on the standard Salesforce contract record page.

Explore the opportunities tab to view all opportunities for a selected business account, open an opportunity on the standard Salesforce opportunity record page, and view codes and court details.

Explore the energy and utilities console service point tab, featuring an outage warning, premises count, and a list of service points with type, installation date, service point id, and status.

Manage field service appointments in energy and utilities cloud by viewing scheduled visits, scheduling appointments, or canceling existing appointments; verify entitlements and review details like location, work type, and status.

Provide the installation guide for Salesforce Industries in energy and utilities, detailing preparing to install, post installation steps for contract lifecycle and order management, and using the Velocity Installation Assistant.

Identify installation resources for the Salesforce Industries Utilities cloud package, then prepare and follow the steps to install the Velocity application package.