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An energy company has decided to keep the latest customer invoice in Energy and Utilities Cloud to improve performance Which object is used to store this data?
Which four objects does the EnergyRuntimeServiceSFS sample permission set give View All and Modify All permissions to a user?
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An energy company must include a clause about additional operational costs in contracts that exceed 10 MegaWatts in their DOCX Template. The information about energy volume is already available in the Contract object. How should the administrator proceed to include this condition in the document template to show this clause only when the contract energy volume is higher than 10 MegaWatts?
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A consultant is facilitating their first requirements gathering session with an energy company in the initial stages of an Energy and Utilities Cloud project and is trying to get clarify on business requirements. The decision will impact numerous contractor organizations that employ the technicians, so the solution should ensure work is distributed fairly and consistently. Which two approaches can the consultant take to achieve a consensus while building trust?
An energy company urgently needs to replace its current customer information system (CIS). The current system is at end-of-life and unsupported Because the cost to replace the CIS is so high, executives contemplate putting all other projects on hold. This would delay the planned Energy and Utilities Cloud implementation. The executive committee asks a consultant for a recommended, cost-effective approach to maximize the return on investment. Which two courses of action should the consultant recommend?

Question 14 - Certified Energy and Utilities Cloud Accredited Professional discussion

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The administrator of an energy company needs to manage the lifecycle of new contracts in Salesforce. After the generation of the contract, it needs to be sent to the customer for eSignature through DocuSign.

Which two features of Contract Lifecycle Management and OmniStudio can be used?

A.
The 'Send for eSignature' Velocity action can be used to send the last version of the contract document to DocuSign
Answers
A.
The 'Send for eSignature' Velocity action can be used to send the last version of the contract document to DocuSign
B.
An Omni script can be configured, and a DocuSign Envelope action can be used to email the contract for signature.
Answers
B.
An Omni script can be configured, and a DocuSign Envelope action can be used to email the contract for signature.
C.
An Integration Procedure with an HTTP action is needed to integrate with DocuSign. which can be called from an Omniscript
Answers
C.
An Integration Procedure with an HTTP action is needed to integrate with DocuSign. which can be called from an Omniscript
D.
An integration Procedure with a DocuSign Signature action can be called from an Omniscript to email the contract for signature
Answers
D.
An integration Procedure with a DocuSign Signature action can be called from an Omniscript to email the contract for signature
Suggested answer: B, D

Explanation:

In managing the lifecycle of new contracts in Salesforce and integrating with DocuSign for eSignatures, the use of OmniStudio tools is pivotal. An OmniScript can be configured to include a DocuSign Envelope action, which facilitates the emailing of the contract for signature. Additionally, an Integration Procedure with a DocuSign Signature action can be called from an OmniScript, providing a streamlined method to integrate Salesforce with DocuSign and automate the contract signature process. These features leverage the capabilities of OmniStudio to offer flexible and customizable solutions for contract management and eSignature processes, enhancing efficiency and user experience. Reference = Salesforce OmniStudio, including OmniScripts and Integration Procedures, provides comprehensive capabilities for integrating Salesforce applications with external services like DocuSign. The Salesforce documentation on OmniStudio tools offers guidance on configuring these features to streamline business processes

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asked 23/09/2024
Carlo Hearne
44 questions
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