E&U Cloud Spring '22 Release - Everything you need to know

E&U Cloud Spring '22 Release - Everything you need to know

Highlights of E&U Cloud Spring '22 Release

What does the E&U Cloud Spring '22 Release have to offer for Energy & Utilities? We've listed a few highlights for you, so you can get up to speed at once.

Multi-Site for Quote and Order Capture

Possibly your organization has dozens of locations and service points. For each of these departments, the organization needs to be able to generate quotes and orders. To streamline and speed up that process, the sales team can group the individual locations logically and automatically copy the same information (such as product configuration and rates) to each individual within the group at once.

Creating Groups from an Opportunity

For employees, it is possible to create a group from an offer. However, it is also possible to create and edit a group from an opportunity. Those groups can be used for quotes and orders in a later phase. As such, the grouping is transferred to the next phase. You can expand and modify the groups afterwards. Just keep in mind that those changes only take place for the quotes and are not modified in the group you created at the time from the opportunity. So it is one-way. You can query all service points in one view and change the sort order. You can also create or edit new groups, based on selected service points. Each group becomes its own shopping cart, which you can modify later. You can also customize filters for specific attributes. Flexcards allow you to create your own filters based on customer needs.

Generate quotes and Orders for multiple groups

It is possible to generate quotes and orders at once for a large group. You can query each group and its service points and have the ability to switch between groups. You can easily query products through the catalog preview of the LWC cart. Moreover, it is possible to add and modify products in the common cart and copy them to all service points. When necessary, you can adjust individual quotes. In addition, it is possible to validate the cart, based on predefined rules and pricing models. You can designate a joint cart for generating an order or creating an individual quote.

Large Account Sales Management

With Large Account Sales Management, your organization can not only streamline sales activities, but also use analytics to help sales teams manage leads, close deals and explore the aforementioned multi-site quotes. A separate view shows all active leads, quotes and the sales pipeline. All information is displayed in a clear window. Thus, you can find all relevant information, such as the account name, contact person and status. You will also find an overview of relevant opportunities, with additional information. For example, an estimate of the chance that the sale will go through and what stage the opportunity is in. Via a 360-degree view, you can see contracts, relationships and quotes, among other things. From the same environment, you can also access the previously discussed multi-site quoting function.

Retirement for Angular JS

A future release will say goodbye to the Angular JS interface for Salesforce Industries CPQ. When that time comes, it will be announced by Salesforce and organizations can prepare in time to move to the LWC interface for Salesforce Industries CPQ. That announcement, by the way, comes as no surprise: Google already ended support for Angular JS in late December 2021. Using LWC is the logical next step for new projects.

Learn more about the E&U Cloud Spring '22 Release

If you want to read more about the Spring '22 Product Release, you can also visit Salesforce's official news page here.

Or read more background information here or contact us directly for a consultation.

Colin Hammer

Colin Hamer is a Software Engineer at CaseNine. He is responsible for various Salesforce projects at clients.