Energy-utilities-Account-and-Customer-Service
Energy & Utilities

Clean Energy Programme Advisor

Assist your agents in guiding customers towards optimised energy usage with personalised, informed recommendations on clean energy programmes & services.

Energy-account-Services

Clean Energy Programme Recommendations

Identify relevant programmes for customers based on criteria like customer type, building type, ownership status and usage levels, helping to optimise bills, energy use and carbon footprint.

Objects Referenced
Account, Programme, Programme 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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