Salesforce Energy And Utilities Cloud: The Complete Guide

Become a Salesforce Certified Energy and Utilities Cloud Accredited Professional

What you'll learn

Salesforce Energy & Utilities Cloud Over View

Energy & Utilities Cloud Solution Overview

Energy and Utilities Console Foundations

Energy and Utilities Data Model

Industries CPQ - Foundations

Enterprise Product Catalog - Foundations

Contract Lifecycle Management - Foundations

Salesforce Field Service - Foundations

Energy and Utilities Cloud Exam PRACTICE SET

Requirements

No Programming experience needed. You will learn everything you need to know.

Description

Salesforce Energy & Utilities Cloud: The Complete GuideThis comprehensive course provides a deep dive into Salesforce Energy & Utilities Cloud, equipping you with the knowledge and skills necessary to pass the Energy and Utilities Cloud Accredited Professional Exam. From understanding the core functionalities to implementing advanced solutions, this course caters to a wide range of learners, including business analysts, system administrators, developers, and consultants seeking to specialize in the Salesforce energy and utilities domain and transform the business.The course begins with a foundational overview of the energy and utilities industry, exploring the key challenges and opportunities facing organizations today. We then introduce Salesforce and its relevance to the sector, highlighting the benefits of a unified platform for managing customer relationships, operations, and data. A detailed exploration of Energy & Utilities Cloud follows, covering its pre-built components and industry-specific data models. You will learn how the platform addresses critical business processes.You will work with real-world scenarios to configure and customize Energy & Utilities Cloud, tailoring it to meet the specific needs of different energy and utility providers.The course delves into specific functionalities within Energy & Utilities Cloud, including:Energy and Utilities Cloud Accredited Professional Exam Overview: Go through the details about the energy & utilities cloud accredited exam | How to Register for Exam | Exam Outline | Technical Learning Journey | RECOMMENDED TRAINING AND REFERENCES.Energy & Utilities Cloud Over View: Key Industry Terms | Types of Utility, Energy, and Waste Companies | Global Utility Market Models | Challenges in E&U Industry | Common Energy and Utilities Processes | Energy Product Measurements.Energy and Utilities Cloud Solution Overview:  Energy and Utilities Cloud Solution Overview | Customer 360 View | Key Users | Product Architecture | End-to-end process vision.Energy and Utilities Console Foundations: Energy and Utilities 360 | Vlocity Interaction Launcher | Account Details and Customer Story | Assistant, Notifications and Actions | How to Build Console 360.Energy and Utilities Data Model: Energy & Utility Data Model | Customer Data Model | Customer acc & Contracted service Model | Residential Account Structure | Commercial or Industrial Data Model | Deep dive into Contracts Data Model.Industries CPQ - Foundations: CPQ Order Capture | Quotes and Proposals | Industries CPQ Orders | Asset Management | Multisite Quotes and Orders | Industries attribute-based Pricing | CPQ Promotions and Discounts.Enterprise Product Catalog - Foundations: Enterprise Product Catalog (EPC) Introduction | Shared Catalog | Product Designer Basics | Industries or Vlocity Picklists | Product Attributes | Object Types | Products and Product Bundles.Contract Lifecycle Management - Foundations: Introduction | Industries CLM capabilities | Key stakeholders & Personas | Lifecycle Management | Contract Management | Industries Document Generation | Document Template Designer.Field Service - Foundations: Key Field Service Users | Field Service Scheduling | Dispatcher Console | Field Service Mobile | Optimization | Appointment Assistant | Offline Briefcase | Visual Remote Assistant.Energy and Utilities Cloud Exam PRACTICE SETThroughout the course, You will learn how to design scalable solutions, manage user access and security, and ensure data quality. This course is designed to empower you to become a proficient Energy & Utilities Cloud professional, capable of driving innovation and transformation within your organization. Whether you are a business user looking to improve processes or a technical expert seeking to implement solutions, this course provides the knowledge and practical experience you need to succeed in Energy and Utilities Cloud Accredited Professional Exam. Please Join us and unlock the full potential of Salesforce Energy & Utilities Cloud.

Overview

Section 1: Introduction to Salesforce Energy & Utilities Cloud

Lecture 1 Introduction

Section 2: Energy and Utilities Cloud Accredited Professional Exam Guidelines

Lecture 2 Energy and Utilities Cloud Accredited Exam Overview

Section 3: Energy & Utilities Cloud Overview

Lecture 3 Basics | Key Industry Terms | Types of Utility, Energy, and Waste Companies

Lecture 4 Market Models | Challenges | Processes | Customer Notifications | Measurements

Section 4: Energy & Utilities Cloud Solution Overview

Lecture 5 Energy and Utility Overview | Customer 360 View | Product Architecture

Lecture 6 Industries CPQ | Promotions Discounts | EPC | OM | End to End Process Vision

Section 5: Energy and Utilities Console Foundations

Lecture 7 360 View | Interaction Launcher | Account Details | Assistant Notifications

Lecture 8 Overview, Billing, Usage, Profile, Relationship, Contracts and Opportunities Tab

Lecture 9 Build Console 360 | Sample Questions

Section 6: Energy and Utilities Data Model Introduction

Lecture 10 Energy and Utilities Data model Key benefits and capabilities

Lecture 11 Energy and Utilities Data Model at a glance

Lecture 12 Customer Account and Contracted Service Model | Simplified Version of Data model

Section 7: Residential Consumer and Business to Business Data Model

Lecture 13 Residential Consumer Data Model

Lecture 14 Business to Business Data Model

Section 8: Industries Configure, Price and Quote (CPQ) - Foundations

Lecture 15 Explore the CPQ | Key Applications at a glance | Benefits

Lecture 16 Industries CPQ Order Capture Process | Quotes and Proposals

Lecture 17 Industries CPQ Orders | Asset Management | MACD Process | Asset Based Ordering

Lecture 18 CPQ Multisite Quotes and Orders | Attribute Based Pricing

Lecture 19 Industries CPQ Promotions and Discounts

Section 9: Enterprise Product Catalog (EPC) - Foundations

Lecture 20 Enterprise Product Catalog Introduction | Shared Catalog | Product Designer

Lecture 21 Industries or Vlocity Picklists | Product Attributes

Lecture 22 Industries Object Types | Products and Product Bundles | Assetizable Products

Lecture 23 Industries Product Modeling | Product Life Cycle | Managing the Shared Catalog

Section 10: Contract Lifecycle Management (CLM) - Foundations

Lecture 24 Introduction | Capabilities | Key stakeholders & Personas

Lecture 25 Contract Types | State Model | Contract Life Cycle | Contract Management

Lecture 26 Industries Document Generation | Document Template Designer | Web vs DOCX

Section 11: Salesforce Field Service - Foundations

Lecture 27 Introduction | Setup | Key Field Service Users | Three Parts of Field Service

Lecture 28 Service Scheduling | Dispatcher Console Service appointments | Gantt Schedule

Lecture 29 Customize | Service Mobile | Offline Briefcase | Remote Assistant

Section 12: Energy and Utilities Cloud Exam PRACTICE SET

This course caters to a wide range of learners, including business analysts, system administrators, developers, and consultants seeking to specialize in the Salesforce energy and utilities domain.