summer '25 release highlights
for Energy and Utilities Cloud.
directly from our product experts.
there are incredible features
that make your field teams
more productive and the business
through labor union compliance
and labor cost optimization,
is here to show us all of it
we will be taking your questions
directly to the product team
their answers on Salesforce Plus.
So check out the description,
we've got the link to the Q&A form,
First up time tracking in the field
just got a whole lot smarter
with seamless automations,
and stay focused on the work,
Manager is here to show us
how this works, so check it out.
Thank you so much, Carolyn.
It's an honor to be invited
episode of Release Readiness Live.
Thank you to all the teams that
helped us make this happen.
and Utilities teams in close
collaboration with Salesforce
and designed to further enhance
the experience for utilities.
tracking and approval, labor
union compliance, and labor
Let's go ahead and get started.
Let's take a look at how timesheets
experience for technicians
dispatched to complete jobs
and launching the Field Service
with a single tap on Start My Shift.
Alan automatically starts
No need to hunt for forms
based on service appointment
making the process even smarter.
As Alan drives to his first job,
and begins tracking drive time.
and switches to work time,
time to the right work order
needing to lift a finger.
Manual entry is just as intuitive.
entry and choose activity type
to the correct work order,
vehicle and job expense type,
which sometimes is referred
throughout the day, or enter
everything in bulk later.
with the job's completed.
multiple shifts in a day,
the summary of the timesheet.
If everything looks accurate,
he taps Submit Timesheet.
The system will take over
change the status to submitted
eliminating handoffs and wait time.
If Alan didn't clock in exactly
at the start of his operating hours,
with his scheduled start.
whether he'd have to start
which saves him from minor errors
from doing manual corrections.
wage types like regular time
law and labor union rules,
which have been set up by the admin.
before the time is shipped
Alan can keep logging time
will be re-uploaded and synced
once his device is back online.
Once approved by supervisor, Alan
and any supplemental compensation
These rewards are clearly displayed
in the Meals and Gifts tab
and come with fulfillment details,
whether it's added to paycheck
He can also view previous
in the My Timesheets tab.
Each entry includes a wage
type summary and approval status,
including rejection reasons
Giving Alan full transparency
starting with summer 2025 release,
timesheets get even more powerful,
helping Alan move through
to 15 days in the past or future.
Whatever fits his project
Second, to save even more time,
with just a couple of tabs.
like vehicle or work order.
Alan can also clean up his time
logs by deleting timesheets
noise for his supervisor.
between states and time zones
the app will automatically
based on his device's time zone.
time records remain accurate
across time zones and dates.
And Alan is not confused.
vacation right from the app.
and approved vacation requests
And starting in June of 2025.
His vacation balance as well.
Well, it turns out that Alan
still has a whole week of PTO left,
and he does not need to call H.R
Last but definitely not least,
customers can extend timesheets
and the Field Service mobile apps
Thanks to the robust underlying
data model that powers timesheets,
this setup is completely no code,
making it easy for admins
without development work.
in the Field Service mobile
Let's take a look at this example.
Hey Siri, ask Field Service.
without the need to touch his phone.
by automating routine tasks,
ensuring compliance, and surfacing
timesheets mobile app empowers Alan
That's time tracking done right.
so from start of day to sign off
that works is hard as your teams do.
we're going to talk timesheets.
They just got a major promotion
Timesheets help supervisors
be more efficient and stay compliant.
it's the other side of the time
let's see what you've got in
Once Alan Reed our field technician
logs and submits his time
using the Time Sheets mobile app,
it's up to his supervisor,
Melissa's job is to review, validate
submitted timesheets quickly,
ensuring payroll is accurate
and union rules are followed.
compliant and in control.
her centralized dashboard
for overseeing her tech's time.
Here she sees a clear, consolidated
total duration and approval status.
Many are marked as approval pending.
Those are freshly submitted
and ready for Melissa's review.
Each timesheet represents
one technician's day of work.
And now what used to be a tedious
is streamlined with automation.
As soon as a timesheet is submitted,
validations using business
If there is a compliance issue
like a missing required brake
with a timesheet validation error
so Melissa can review it instantly.
If needed, she makes the correction.
known as timesheet entries.
Each entry shows activity type
along with start and end times.
She also sees key details
like the associated work order,
These are typically auto populated
from the job record, minimizing data
The system doesn't just validate
entry is converted into a timesheet
with an assigned pay type,
defined using the business rules
engine beforehand by the admin,
taking into account, factors
Summary object gives Melissa
if techs are meeting their targets.
Like hitting required 40 hours
overtime that needs attention,
pull a report from Wage Type
to get that view at a glance.
supplemental compensation,
such as meal allowances or gifts,
in the Supplemental Compensation
If Melissa wants to edit any data,
to manage timesheets at scale.
She can edit individual entries
view, changing fields like job
expense type or cost center
She can also use bulk actions
or reject multiple timesheets
If she rejects a timesheet,
to the technician, who can update
between supervisors and techs.
Every edit Melissa makes is
logged for audit purposes,
Starting Summer 2025 release,
With a bulk creation feature,
Melissa can generate timesheets
resources by crew or territory,
then selects the appropriate
and inputs shared details
like start and end times,
job code, and cost center.
all the necessary timesheets,
types, job codes, and cost centers
to the financial management system
and operational cost tracking.
Thanks to timesheets automation,
and with more confidence.
reconciling spreadsheets.
and more time on managing her team.
every hour, work can work
harder for your bottom line.
going with labor compliance.
calculations, and flagging
The latest updates ensure
take Alan Reed, our field
technician, as an example.
Once Alan submits his time,
he doesn't just see raw hours,
he sees exactly how those hours
break down into wage types.
and a half time and double time.
derived from Alan's specific
supplemental compensation
when he works extended hours.
the system will check the rules
all of those meals in Meals
and Gifts tab in his mobile app,
to Melissa, Alan's supervisor.
After Alan submits his timesheet.
thanks to built in validations.
violations are clearly flagged,
through every entry manually.
meet the rules, for example,
add a vehicle to his timesheet.
Melissa can attend to it.
a detailed wage type summary,
and a half and double time.
And if she ever needs to audit
overtime across her team,
Once his timesheet is approved,
those entitlements are finalized
and ready for fulfillment,
so there is no follow up needed.
Now, we've seen all of this
before in the previous two demos,
at how this works behind the scenes
so that we'll see how admins
can configure this automation.
so that it fits the unique labor
union agreements of each company.
classes stored in Service
across these three areas.
in summer of 2025 release,
based on factors like time of day,
union agreement, activity
and individual technicians
might automatically count
and other hours are time and a half
without him needing to do any math.
Now, the second type of rules,
it instantly and supervisors
get a flag in their list view
before anything is approved.
to complex multivariable rules.
Finally, the third type of rules
which helps with giving technicians
like meals or gifts, automatically.
a real union agreement may state
and they get another meal.
Admins can translate this
into a BRE expression set,
being if overtime exceeds one hour,
give one meal to a technician.
additional hours of overtime,
this would look like this
will approve that timesheet
and once the timesheet is approved,
the system automatically runs
confirms that Alan qualifies
those to his supplemental
compensation tab. It's that simple.
union compliance automation.
know they're getting paid
confidence that every approval
is accurate and legally compliant,
and admins have the flexibility
trust with your workforce.
compensation and confidence
all automated and all in one place.
We are rounding this episode
Readiness for Energy and Utilities
they unlock insights that help
reduce costs, improve job estimates,
From spotting overtime trends
to refining crew efficiency,
how time data turns into smarter
and better business outcomes.
Let's see what Alex has in store
Beyond streamlining daily operations
a powerful strategic advantage,
and refine job cost estimates.
budget busters is overtime.
is the Overtime Hours Report.
techs over the last few months.
that her technicians worked
nearly 100 overtime hours
and she looks at the last two years
that in the last two years,
Hence based on this data, instead
she could hire an FTE instead.
Thanks to timesheets data,
Jessica has the hard numbers
she needs to justify a new hire.
while reducing crew burnout.
versus Actual Completion report,
which compares forecasted hours
worked across similar jobs
was about 27 labor hours.
Timesheets show that in reality,
number 14 32.5 hours to complete.
historical data from similar jobs
under similar conditions.
tune her estimation models
planning becomes more accurate.
or individual technician.
she can see that crew number 22
on a similar installation job.
consistently exceeds estimates
while others stay on target,
it highlights potential issues
like issues in competence
inaccurate time reporting.
rewarding high performers,
coaching those who need support
scheduling and staffing models.
With timesheets and labor
Jessica isn't just approving hours.
critical business intelligence.
to refining work estimates
and enhancing workforce performance,
into strategic decisions.
That's the power of timesheets
and labor cost optimization
Readiness Live for Summer 2025
been a pleasure to be here with you.
Thank you so much for watching
Okay, these are just updates
of excellent functionality.
It's helping you to maximize
your operational efficiency,
growth, and sustainability
You can use built in automation,
predictive and generative
AI, and trusted real time data.
Because Energy and Utilities
Cloud is a single platform
designed for this evolving industry.
and make sure you fill out the Q&A
form to get your questions
answered by the product team.
Tune back in to Salesforce
23rd at 1:30 p.m. Pacific.
directly from this amazing team
and thank you for joining us.
We will see you in winter.
