Energy & Utilities
Clean Energy Program Advisor
Assist your agents in guiding customers towards optimized energy usage with personalized, informed recommendations on clean energy programs & services.
Clean Energy Program Recommendations
Identify relevant programs for customers based on criteria like customer type, building type, ownership status, and usage levels, helping to optimize bills, energy use, and carbon footprint.
Objects Referenced
Account, Program, Program Products
Data Sources
CRM
Template Type
Record Summary
How to use
Generate a summary at the touch of a button within your workspace.
Availability
GA Oct. '24
DISCLAIMER: Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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