Industry data model & premises
Accounts, premises, and service points modeled for how utilities actually serve customers, integrated with CIS where CIS remains system of record for billing.
Home / Salesforce / Energy & Utilities Cloud
Salesforce Energy & Utilities Cloud
Utilities run customer service, assistance programs, outage communication, and field work under a microscope. Energy & Utilities Cloud is meant to give you industry data models without reinventing case management. We implement it so enrollment, service, and field operations share documentation ready for regulated environments, not a pile of after-the-fact screenshots.
Fixed fee. A contractual floor of finished work every month, with a refund behind it. First production release in week one.
Sound familiar?
Agents swivel between systems and still quote the wrong rate or premise.
Eligibility, enrollment, and recertification live in spreadsheets and shared mailboxes.
Customers hear from social media before they hear from you.
Truck rolls and cases collide; ETAs are guesses.
Nobody can show who changed what, when, with what approval.
The build
Accounts, premises, and service points modeled for how utilities actually serve customers, integrated with CIS where CIS remains system of record for billing.
Case types, omni-channel, and knowledge tuned for high-volume utility contact centers. Service Cloud →
Assistance, rebate, and demand-response enrollment flows with eligibility checks and recertification cadences.
Work orders, scheduling, and mobile for field operations connected to the same customer promise. Field Service →
Experience Cloud for program applications, outage info, and account self-service. Experience Cloud →
Messaging patterns tied to event data so customers aren't hunting status on Twitter.
Household and premise identity across digital and assisted channels. Data Cloud →
DAISA-generated documentation and audit trails on configuration changes, designed for regulated review.
Governed agents for high-volume utility questions with grounding and human escalation. Agentforce →
Enrollment throughput, case drivers, field SLA, and program performance dashboards.
Month one
DAISA maps CIS gaps, program processes, and case debt. Priorities set with customer ops. First service fixes ship.
Priority enrollment or case type improved end to end. Agent visibility into premise data improves.
Self-service or field visibility improvements land. Documentation automatic.
Written report of everything shipped and a 90-day utilities roadmap. Entergy-grade documentation posture, not a slide.
The guarantee
You tell us the results you need: enrollment cycle time, first-contact resolution, field ETA inquiry volume, audit evidence completeness. We value each one together and write a monthly floor of finished results into the contract.
In the contract before we start.
Same percentage of fees back that we missed by. Cash, not credits.
New priority moves to the front. Nothing becomes an invoice.
FAQ
Usually no. CIS remains billing system of record; Salesforce becomes the engagement, program, and service layer. We'll be explicit about the boundary before build.
Yes. Change windows, security reviews, and documentation are part of how we deliver, not an afterthought. Entergy is in our proof lines for a reason.
We follow your integration standards and produce the artifacts your architecture review expects.
Yes when licensed and useful. We won't force industry cloud complexity where Service Cloud plus a clean premise model is enough.
Launch Implementations are fixed-price scoped projects. Managed PODs run from $5k/month fractional coverage to enterprise scale. See the calculator →
Bring us a program enrollment path and a recent audit ask. We'll show you what an Energy & Utilities Cloud POD ships in month one and put a delivery floor on paper.