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An administrator for an energy company recently built a new FlexCard that shows whether a customer is
enrolled in autopay.
How can the administrator put the new FlexCard in the Energy and Utilities Cloud Contact Center Console?
An energy company was onboarded on Energy and Utilities Cloud. They want to see now many Energy and Utilities Cloud licenses are assigned.
What's the most effective way to check for the number of their assigned Energy and Utilities Cloud licenses?
The most effective way to check for the number of assigned Salesforce Energy and Utilities Cloud licenses is through the Salesforce Setup menu. By navigating to Setup, then to Company Information, and looking at the Permission Set Licenses section, administrators can quickly view the number of licenses assigned and available for various Salesforce products, including Energy and Utilities Cloud. This method provides a straightforward and accessible means of license management within the Salesforce environment. Reference = Salesforce's official documentation on managing licenses, including viewing assigned licenses through the Company Information section, provides comprehensive guidance: https://help.salesforce.com/articleView?id=users_license_types_available.htm
An energy company must include a clause about additional operational costs in contracts that exceed 10 MegaWatts in their DOCX Template. The information about energy volume is already available in the Contract object.
How should the administrator proceed to include this condition in the document template to show this clause only when the contract energy volume is higher than 10 MegaWatts?
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. Reference = 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
When considering data mastery in Energy and Utilities Cloud, which two types of data should remain mastered in the relevant legacy application?
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. Reference = 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/
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?
A customer is ready to install the managed package for Energy and Utilities Cloud.
Which two Product Schedules settings must be enabled for all products as a prerequisite step for a successful installation?
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. Reference = 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
Exam domains verified against: Official Salesforce Energy-and-Utilities-Cloud exam guide, last checked September 2026.
Document customer business needs, value, and vision while partnering with stakeholders to align requirements. Analyze current state processes, user journeys, and architecture to identify gaps compared to standard Energy and Utilities Cloud product capabilities.
Sample question from this domain above: Q5
Map Energy and Utilities Cloud components to current architecture and design future state business processes that meet requirements. Validate data model fitment, define future state architecture, and determine organizational security and data access considerations using available deployment tools.
Set up Salesforce with Energy and Utilities Cloud, configure products and prices, and establish Order Capture with product pricing and quantities. Enable contract management and post-sales processes, execute data migration, select and implement relevant components, and build or configure integrations to third-party systems.
Plan deployment across Salesforce core, Energy and Utilities Cloud, and Vlocity components following standard requirements. Validate the deployment process, enable the landscape for user testing, execute effective test scenarios, and identify key stakeholders and milestones for successful user acceptance testing.
Common questions about the exam itself
