Salesforce Energy-and-Utilities-Cloud Salesforce Energy and Utilities Cloud Accredited Professional Exam Exam Practice Test

When defining the pricing for a new subscription service with Industries CPQ, it's essential to create a Price List Entry that specifies the price, currency, and charge type. For a subscription service priced at USD $60 monthly, the Price List Entry should have an amount set to $60, the currency specified as USD, and the charge type categorized as Recurring. This approach ensures that the pricing metadata accurately reflects the subscription nature of the service, facilitating correct billing and revenue recognition.References= Salesforce Industries CPQ documentation provides detailed guidelines on setting up pricing for various types of products and services, including recurring subscription services. This includes creating and managing Price List Entries to define pricing terms:https://help.salesforce.com/articleView?id=cpq_create_price_list.htm &type=5

Salesforce Energy and Utilities Cloud enables consultants to map fields from quotes to orders without custom code by using the Field Mapper tool. This feature is designed to streamline the conversion process, ensuring that custom fields populated during the quote capture process are automatically populated in the corresponding order records. By utilizing Field Mapper,consultants can configure field mappings directly within the Salesforce UI, eliminating the need for custom Apex code and simplifying the configuration process.References= Field mapping capabilities in Salesforce CPQ (Configure, Price, Quote) and Salesforce Energy and Utilities Cloud are covered in detail in the Salesforce documentation, which includes guidance on using Field Mapper to automate the transfer of information between different objects:https://help.salesforce.com/articleView?id=cpq_field_mapping.htm &type=5

Prior to installing the managed package for Energy and Utilities Cloud, two critical Product Schedules settings must be enabled for all products to ensure a successful installation: Product Scheduling and Quantity Scheduling. These settings are prerequisite steps that enable the system to handle and manage the scheduling of products over time, crucial for the energy and utilities sector where products and services often have associated schedules for delivery, usage, and billing. Ensuring these settings are enabled allows for the seamless integration and functionality of the Energy and Utilities Cloud package with the existing Salesforce environment.References= Salesforce's setup and installation guides for Energy and Utilities Cloud specifically mention the requirement to enable Product Scheduling and Quantity Scheduling as part of the preparation steps before package installation. This information can be found in the Salesforce Help documentation related to product schedules:https://help.salesforce.com/articleView?id=products_schedules_overview.htm &type=5

The EnergyRuntimeServiceSFS sample permission set within Salesforce Energy and Utilities Cloud grants "View All" and "Modify All" permissions to a user for the following objects: A.Work Order,Work Order Line Item,Service Appointment,Work Type. These permissions ensure that users assigned to this permission set have comprehensive access to manage and update records related to service fulfillment, including detailing the work to be done (Work Order and Work Order Line Item), scheduling and managing appointments for service execution (Service Appointment), and defining the nature of the work (Work Type). This level of access is critical for roles that are involved in the planning, scheduling, and execution of service orders within the utility sector.References= Salesforce documentation on service and field service management, including the configuration of permission sets for service operations, provides insights into the setup and customization of access controls for managing work orders and service appointments:https://help.salesforce.com/articleView?id=fs_perm_sets.htm &type=5

To display a consumption history graph on the Self-Serve Portal for an energy company that has implemented Salesforce Energy and Utilities Cloud, the following steps are essential: B.Use a standard graph componentavailable within the Utility Self-Serve Portal Application as a starting point. Then, modify this component as necessary and connect it to the appropriate data source using integration procedures. This approach leverages existing resources to efficiently meet the requirement. C.Develop or configure integrationbetween Salesforce Energy and Utilities Cloud and the source system that contains the required data. This integration ensures that the graph component has access to accurate and up-to-date consumption data. D.Develop or configure integrationbetween Salesforce Energy and Utilities Cloud and the energy company's customer information system to obtain monthly usage information. This specific integration provides the detailed consumption data needed for the graph.

These steps collectively enable the display of consumption history in a graphical format, enhancing the user experience on the Self-Serve Portal by providing valuable insights into energy usage.References= Salesforce documentation on Energy and Utilities Cloud and development guides for creating and integrating custom components within Salesforce communities offer insights into fulfilling such requirements:https://developer.salesforce.com/docs

In the context of data mastery in Salesforce Energy and Utilities Cloud, certain types of data should remain mastered in the relevant legacy applications due to their specialized nature and the complexities involved in their management. These include: C.Meter Reading Data: Typically generated by systems dedicated to capturing and processing readings from energy meters. This data is central to billing and consumption analysis and often requires specialized systems to manage. D.Billing Related Data: Involves complex calculations, tariff management, and financial transactions. Legacy billing systems are usually deeply integrated with financial management processes and may be subject to regulatory compliance requirements. Keeping these data types mastered in their respective legacy systems while integrating them with Salesforce for visibility and customer service can offer the best balance of specialized control and comprehensive customer management.References= Salesforce Energy and Utilities Cloud documentation often discusses integration strategies for legacy systems, particularly for critical and complex data types like meter readings and billing information, highlighting best practices for achieving a comprehensive view of customer data:https://developer.salesforce.com/docs/atlas.en-us.industries_energy_and_utilities.meta/industries_energy_and_utilities/

In the standard Salesforce Energy and Utilities Cloud data model, B2B and B2C customers are differentiated as follows: A. Accounts with RecordType "Business" are used to represent B2B customers. This RecordType is designed to capture information relevant to business accounts, including details specific to companies and organizations. B. Accounts with RecordType "Consumer" are used to represent B2C customers. This RecordType is tailored to individual consumers, focusing on personal account information and individual customer interactions.

This distinction in the data model facilitates the management of diverse customer types within the energy and utility sector, allowing for tailored interactions and services.References= Salesforce Energy and Utilities Cloud documentation provides insights into the data model, including the differentiation between B2B (Business) and B2C (Consumer) customers using specific RecordTypes, which is critical for managing customer relationships and data:https://developer.salesforce.com/docs/atlas.en-us.industries_energy_and_utilities.meta/industries_energy_and_utilities/

These recommended actions provide a strategic approach to maximize return on investment while addressing urgent system replacement needs. Implementing Energy and Utilities Cloud alongside a new cloud-based billing system offers a modernized, scalable solution that enhances operational efficiency. Alternatively, integrating Energy and Utilities Cloud with the existing CIS via middleware allows for immediate enhancements in utility operations with the flexibility to upgrade the CIS subsequently. This phased approach reduces disruption and spreads out capital expenditures over time, aligning with strategic financial planning and ensuring continuity of service.References= Best practices for implementing Salesforce Energy and Utilities Cloud alongside other critical IT systems are covered in Salesforce’s strategic implementation guides, providing a framework for decision-making that balances immediate needs with long-term strategic goals.

https://www.salesforce.com/products/industries/energy-and-utilities/overview/

In the Salesforce Energy and Utilities Cloud, customizing the UI to align with company branding during the customer acquisition process is crucial for maintaining a consistent user experience. Modifying the VEEDigitalOrder Omniscript allows for detailed customization of the customer journey and interaction points within the application, aligning it with the company's branding requirements. Additionally, altering the VEEConsumerLandingScreen FlexCard provides the capability to adjust visual elements such as background color, text font size, and style directly, ensuring the interface reflects the company's visual identity effectively.References= These customization processes are supported by Salesforce Energy and Utilities Cloud documentation, specifically in sections related to Omniscript and FlexCard configurations for enhancing user interfaces in utility applications.https://developer.salesforce.com/docs/atlas.en-us.omniscript_developer_guide.meta/omniscript_developer_guide/omniscript

For an energy and utilities company looking to manage multi-site locations using Salesforce Energy and Utilities Cloud, the following objects can be utilized out of the box: A.Service Account: Represents the account receiving the service and can be used to organize and relate to multiple service locations. C.Service Point: Represents a specific physical location where services are delivered or measured, such as a metering point for utilities. D.Premises: Represents the physical location or property where service points are located, enabling the organization of multiple service points within a larger geographical or physical area.

These objects collectively facilitate the effective management of multi-site locations, providing a structured approach to tracking service delivery and consumption across different sites.References= The Salesforce Energy and Utilities Cloud documentation outlines the use of these objects within the standard data model, providing a foundation for managing complex site structures and utility services:https://developer.salesforce.com/docs/atlas.en-us.industries_energy_and_utilities.meta/industries_energy_and_utilities/

During the discovery phase of implementing Salesforce Energy and Utilities Cloud, focusing on generating an accurate report for the average response time to installing new electricity connections, two critical elements need to be defined. Firstly, identifying the data sources is essential for generating comprehensive customer new connections reports and dashboards. These data sources could include service request records, installation records, and any other related datasets that capture the timeline from request to connection establishment. Secondly, defining the metrics to measure the process is crucial. Metrics might include average response time, number of installations completed within a target time frame, and customer satisfaction levels post-connection. By focusing on these elements, an organization can ensure that they are capturing and evaluating the right data to improve and report on their new connections process effectively.References= Salesforce Energy and Utilities Cloud documentation emphasizes the importance of understanding the customer lifecycle and enhancing operational efficiency through accurate data management and metric evaluation. Specific references to setting up reports anddashboards, and defining success metrics can be found under topics related to data management and analytics within the Energy and Utilities Cloud resources.

To include a specific clause in a DOCX template based on the condition that the contract energy volume is higher than 10 MegaWatts, creating a custom formula within a DataRaptor Extract is the appropriate approach. This method allows for dynamic content generation in documents based on data-driven conditions. By utilizing a custom formula in DataRaptor Extract, the administrator can specify that the additional operational costs clause should only appear in the generated document when the contract's energy volume exceeds the defined threshold.References= The use of DataRaptor for dynamic document content generation is detailed in the Salesforce Industries CPQ documentation, where it outlines how to use DataRaptor Extracts to manipulate and conditionally display data in templates:https://help.salesforce.com/articleView?id=industries_cpq_dataptor.htm &type=5