Salesforce Energy & Utilities Cloud is supporting the sector amidst its shift toward renewable energy and smarter grids. With challenges like evolving customer expectations and strict regulations, the platform stands out by combining CRM with AI, field service, and advanced analytics.
Fig.1 - Energy & Utilities Cloud architecture, with its core modules and data model, leverages the underlying Salesforce platform. Built on top, the Energy & Utilities Cloud solutions act as a unified platform for serving customers.
The Salesforce Energy & Utilities Cloud, built upon the robust Salesforce Customer 360 platform architecture, delivers an integrated solution tailored to the unique needs of the energy and utilities sector. Designed to streamline operations and enhance decision-making processes, it incorporates a comprehensive data model that simplifies the deployment, management, and optimization of operations across sales, customer service, and field service in both competitive and regulated markets. As the industry evolves rapidly, driven by the global transition to renewable energy, rising demand for personalized customer experiences, and advancements in smarter grid technologies, the platform empowers energy and utility providers to adapt efficiently and thrive in this dynamic landscape.
Fig. 2 - Salesforce Energy & Utilities Clean Energy Programs provides the data model to manage clean energy initiatives through Programs, Benefits, Applications, Budgets and supporting objects.
One of the standout functionalities of the Salesforce Energy & Utilities Cloud is its ability to optimize field service operations. The integration with Salesforce Field Service allows for effective scheduling, dispatch, real-time updates, and work order management. For instance, prework briefs delivered via mobile apps equip field technicians with essential customer and asset data, thereby reducing response times and enhancing service efficiency.
• Prework Briefs and Mobile Support
The platform equips workers with prework briefs that contain comprehensive details about each service appointment, including customer history, asset information, and previous service records. This preparation can significantly enhance the productivity of field technicians, enabling them to resolve issues rapidly.
Fig. 3 - Prework Brief example on a mobile display.
• Offline Mobile Applications
Many utility operations occur in areas where network connectivity is limited or unreliable. Salesforce’s mobile applications are designed with an offline-first strategy. Field technicians can access critical data, complete tasks, and automatically synchronize their work once connectivity is restored. This approach minimizes downtime and ensures that field operations are not delayed by technological limitations.
• Intelligent Post-Work Summaries
After a service visit, the platform can automatically generate detailed post-work summaries using AI-driven procedures. These summaries ensure accuracy in reporting by reducing manual data entry errors and provide a reliable record for future maintenance and service adjustments. This level of automation not only improves reporting precision but also contributes to an overall reduction in administrative tasks.
Automation is at the heart of this feature. The platform automates the processes associated with customer sign-ups, enrolment changes, and order management. This reduces administrative overhead by minimizing manual data entry errors and streamlining workflow processes for new service activations.
Compliance is critical in an industry with ever-changing regulatory demands. Salesforce Energy &Utilities Cloud features robust contract and tariff management tools, automated audit report generation, and a structured process for ensuring adherence to industry regulations. This capability reduces the risk of penalty obligations and ensures that providers maintain high operational standards.
• Automated Audit Reporting
The system creates audit reports automatically, ensuring that regulatory bodies receive timely and accurate documentation. This helps mitigate the risk of fines and penalties, which in turn lowers operational risks.
• Contract Lifecycle Management
From renewals to terminations, contracts can be managed efficiently. Benefits include shorter contract cycles and increased visibility into contractual obligations, which help utilities maintain stakeholder relationships and avoid compliance pitfalls.
Embedded within the platform are sophisticated analytics tools designed to provide real-time insights. Providers can exploit advanced data visualization and predictive analytics to make decisions that optimize operations, improve customer satisfaction, and identify growth opportunities.
• Real-Time Performance Dashboards
Utility managers can monitor key performance indicators (KPIs) in real time, allowing them to make data-driven decisions. From asset performance to service delivery metrics, every critical metric is readily available.
• Predictive Maintenance Models
By leveraging machine learning and AI, Salesforce Energy & Utilities Cloud predicts equipment failures before they occur, reducing downtime and prolonging asset lifecycles. This proactive approach is essential in an industry where unexpected outages can translate into significant financial losses.
While the core features have served the needs of utilities, the recent introduction of disruptive innovations will further enhance the platform's capabilities. These new features are designed to keep pace with the rapidly evolving energy sector, addressing emerging challenges related to sustainability, operational efficiency, and customer satisfaction.
In response to growing environmental concerns and the need to assess the sustainability of AI models, Salesforce has launched the AI Energy Score initiative. This innovative feature is a collaborative effort involving major partners such as Hugging Face, Cohere, and Carnegie Mellon University. The AI Energy Score is geared toward providing a standardized framework to measure the energy efficiency of AI models deployed within data centers and enterprise applications.
Fig. 4 – AI Energy Score card example with the tested AI model and an energy star rating score result.
• Standardized Environmental Reporting
By benchmarking the energy consumption of AI models over 200 parameters, the initiative will create a transparent and comparative environment. This transparency allows companies to identify models that use energy more efficiently, thereby contributing to cost savings and sustainability.
• Public Leaderboard and Benchmarking Portal
The initiative includes a public leader board that tracks energy metrics, enabling developers and organizations to see where their models stand relative to industry benchmarks. This drive for performance transparency fosters competition and incentivizes the development of energy-efficient AI technologies.
• Impact on Sustainability
Utility companies, which are often constrained by rising energy costs and regulatory pressures to reduce emissions, can significantly benefit from the AI Energy Score. By optimizing AI models through a focus on energy efficiency, companies have already decreased their operational energy consumption for AI-driven processes. Such improvements align closely with broader corporate sustainability goals and regulatory targets.
Sustainability is central to change in the energy sector. In this regard, Salesforce's Net Zero Cloud, complements the Energy & Utilities Cloud. It helps companies track and reduce their environmental impact. It monitors Scope 1,2, and Scope 3 emissions and consolidates data from across the supply chain, including over 15,000 supplier nodes, enabling organizations to monitor and actively reduce their carbon footprint.
Salesforce Energy & Utilities Cloud is not merely a technology solution but a catalyst for change, and its continuous evolution ensures that utility companies are well equipped to navigate today’s dynamic market demands while preparing for a future defined by sustainability, efficiency, and superior customer service.
If you'd like to explore how Salesforce Energy & Utilities Cloud can drive transformation for your organization, reach out to us. We’re excited to connect and support your journey toward sustainability and efficiency.