Energy and Utilities Cloud Developer Guide
jWinter '27 (API version 68.0)
Summer '26 (API version 67.0)
Spring '26 (API version 66.0)
Winter '26 (API version 65.0)
Summer '25 (API version 64.0)
Spring '25 (API version 63.0)
Winter '25 (API version 62.0)
Summer '24 (API version 61.0)
Spring '24 (API version 60.0)
Winter '24 (API version 59.0)
Summer '23 (API version 58.0)
Calculate Recipient Prices Action
Compute Clean Energy Application Benefits Action
Create Billing Account in Billing System Action
Create Contact in Billing System Action
Create Contracts in Billing System Action
Create Customer Account Action
Create Energy Agreement from Quote Action
Get Bill Details Action
Get Bills of Billing Account Action
Get Energy Products Action
Get External Prices Action
Get Fully Priced Products Action
Get Meter Readings from Billing System Action
Get Monthly Utility Consumption Action
Get Tariff Configurations Action
Resolve Known Customer Account Action
Send Multi-Channel Notification Action
Start Service Action
Submit Meter Reads Action
Update Billing Account in Billing System Action
Update Contract in Billing System Action
Invocable Actions
Represents standard and custom invocable actions. Use actions to add more
functionality to your applications. Choose from standard actions, such as posting to Chatter
or sending email, or create actions based on your company’s needs.
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Calculate Recipient Prices Action
Calculate the price for each recipient in a bundle quote line item linked to a quote recipient group and enqueue an asynchronous pricing job. -
Compute Clean Energy Application Benefits Action
Calculate rebate amounts and benefits for a clean energy program application based on program rules, product specifications, and eligibility criteria. -
Create Billing Account in Billing System Action
Create a new billing account in an external billing system and update the Salesforce record with the external reference identifier. -
Create Contact in Billing System Action
Create a contact/customer record in an external billing system and return the external customer ID. -
Create Contracts in Billing System Action
Create contracts in an external billing system for multiple energy service agreements in a single batch operation. -
Create Customer Account Action
Create a customer account for tariff comparison enrollment as a Person Account or a Business Account with a Contact, based on org settings. -
Create Energy Agreement from Quote Action
Validate an accepted quote and queue a job to create an energy service agreement and related items for the quote's recipients and service points. -
Get Bill Details Action
Retrieve detailed line item information for a specific bill from an external billing system. -
Get Bills of Billing Account Action
Retrieve bills for a billing account from an external billing system, with optional date range or count filtering. -
Get Energy Products Action
Retrieve a list of products and pricing details from the Energy and Utilities product catalog that match the specified filter criteria. -
Get External Prices Action
Retrieve the real-time pricing breakdown from an external pricing service for a specific quote line item and its recipients. -
Get Fully Priced Products Action
Retrieve fully priced offerings and product hierarchy configurations inside a comparison flow. -
Get Meter Readings from Billing System Action
Retrieve historical meter readings for a service point from an external billing system for analysis and billing verification. -
Get Monthly Utility Consumption Action
Query Customer Data Platform calculated insights to retrieve monthly utility consumption data for trend analysis and recommendations. -
Get Tariff Configurations Action
Retrieve tariff configurations, including details, attributes, and related metadata, for tariff comparison based on catalog code, category code, and service type. -
Resolve Known Customer Account Action
Resolve contact details for a known customer account. For Person Accounts, returns the email address, phone number, full name, and person contact ID from the account record. -
Send Multi-Channel Notification Action
Send notifications through multiple channels, including in-app notifications and Slack, to specified recipients with customizable content. -
Start Service Action
Initiate utility service by creating energy service agreements in an external billing system for specified service points and products. -
Submit Meter Reads Action
Submit customer-provided or field-collected meter readings to an external billing system for billing calculation. -
Update Billing Account in Billing System Action
Update an existing billing account in an external billing system with current field values from Salesforce. -
Update Contract in Billing System Action
Update contract status, end date, or status reason in an external billing system for service change or termination scenarios.