An energy company offers multiple products to its industrial and commercial customers. They need to create a quote for a customer for multiple sites.
How would a consultant meet this business requirement?
For a consultant to meet the business requirement of creating a quote for a customer with multiple sites, the most efficient approach within Salesforce Energy and Utilities Cloud is to create a Master quote and then organize the products and services by site using groups within the quote. This method allows the consultant to manage the complexities of multi-site quotes systematically, ensuring that each site's specific needs are addressed within a single, overarching quote structure, thereby streamlining the quoting process for complex customer scenarios. Reference = Salesforce documentation on CPQ and quoting best practices outlines the process of creating Master quotes and utilizing groups to manage complex quoting scenarios, such as quotes for customers with multiple sites: https://help.salesforce.com/articleView?id=cpq_quotes.htm&type=5
An energy company is implementing the CPQ module of Energy and Utilities Cloud. The consultant set up
the Advanced Rule on the Order with the Entity Filter type ''Qualification.'' The filter selects the accounts
with the condition CreatedDate < 365 days.
Which scenario should be executed during the testing phase?
When using IDX Workbench and Google Chrome as the default browser, then migrated OmniScripts, integration procedures, and FlexCards will automatically activate in the target org.
How should a consultant manually configure this automatic activation feature in the system if a different browser is used?
A call center agent uses the Energy and Utilities Contact Center Console to schedule a field technician appointment for a customer.
What license is needed to complete this customer requirement?
During a discovery session, an energy company mentioned they have a high response rate for customer
satisfaction surveys. However, the company has noticed consistently negative feedback about its electric
utility-payment set-up, stating the customer would like to see payment confirmations from their respective
financial institution with payments.
What's one area the consultant should consider for process improvement?
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