Last Updated On : 11-Feb-2026
Salesforce Energy and Utilities Cloud Accredited Professional - AP-207 Practice Test
Prepare with our free Salesforce Energy and Utilities Cloud Accredited Professional - AP-207 sample questions and pass with confidence. Our Energy-and-Utilities-Cloud practice test is designed to help you succeed on exam day.
Salesforce 2026
A utility company has seen a high number of calls from customers expressing their inability
to pay an outstanding amount. The utility company would like to provide its customers with
an aption to pay in installments.
How can the utility company best meet these requests using Energy and Utilities Cloud?
A. Work with an external debt collection agency to ensure customers pay their outstanding amount.
B. Consolidate product catalogs and price books and establish an automated process across the entire revenue lifecycle.
C. Use Revenue Cloud to easily accelerate cash collection with and support any charge type, sales order, or payment schedule.
D. Use the Create Payment Plan action in the Contact Center Console.
Explanation:
In Salesforce Energy and Utilities Cloud, the Energy & Utilities Contact Center Console includes a built-in Create Payment Plan action (typically implemented via an OmniScript or guided flow) that allows agents to:
* Quickly assess a customer’s outstanding balance
* Propose affordable installment options (e.g., number of payments, frequency, amount per installment, start date)
* Apply the plan to the account/bill
* Generate updated payment schedule
* Notify the customer (email/SMS) and record the arrangement
This is the direct, native, and fastest way to address high volumes of “I can’t pay the full amount” calls without external partners or major system changes.
Key advantages in this scenario:
* Agents can create payment plans in real time during the call
* The plan is linked to the customer’s billing account and visible in the 360° view
* Supports common utility rules (e.g., minimum installment amount, maximum number of payments, interest/fee application if allowed)
* Reduces call volume by resolving the issue immediately
* Improves customer satisfaction and reduces escalation to collections
Why not the other options?
A. Work with an external debt collection agency
This is a last-resort step for delinquent accounts. It does not help customers who want to pay but need flexibility — it would likely worsen the customer experience and increase complaints.
B. Consolidate product catalogs and price books and establish an automated process across the entire revenue lifecycle
This is a strategic CPQ/revenue management initiative. It has almost no direct connection to helping customers set up payment plans for existing outstanding balances.
C. Use Revenue Cloud to easily accelerate cash collection with and support any charge type, sales order, or payment schedule
Revenue Cloud (formerly Billing) is powerful for subscription billing, invoicing, and payment orchestration — but it is not the tool agents use in the contact center to create ad-hoc payment plans during customer calls. Payment plans in E&U Cloud are typically managed via service console actions, not directly through Revenue Cloud UI.
References:
Salesforce Help: "Create Payment Plans for Energy & Utilities Customers" — Describes the Create Payment Plan OmniScript/action available in the Contact Center Console.
Energy & Utilities Cloud documentation: Payment arrangement / installment plans are a core service agent capability in the console (integrated with billing data).
An energy company implementing Energy and Utilities Cloud needs to generate a contract frame its proposals that include up to 100 line items, with its template already built in a DOCX file. According to the new company branding, custom fonts were used.
A. Using the Contract Lifecycle Management, which Document Generation mechanism should the administrator recommend?
B. Client-Side generation, as Server-Side deesn't support DOCK templates
C. Client-Side generation, as this doesn't have a high number of line items
D. Server-Side generation, as Client-Side doesn't support custom fonts
E. Server-Side generation, as this has a high number of line items
Explanation:
When generating contracts with up to 100 line items from a DOCX template, the choice between client-side and server-side document generation depends on document complexity, size, and performance requirements. Based on the analysis, server-side generation is the recommended approach for this scenario.
E. Server-Side generation, as this has a high number of line items:
Why it's correct:
Server-side document generation is specifically built for large and rendering-heavy documents, including those with heavy tabulation or more than 200 line items. With up to 100 line items, this scenario falls into the category where server-side processing provides better performance.
Performance benefits:
Server-side generation uses dedicated Salesforce compute resources rather than web browser resources, making it more efficient for complex documents.
Asynchronous processing:
It operates asynchronously, allowing multiple documents to be generated simultaneously without tying up the user's browser.
Template compatibility:
Server-side generation fully supports DOCX and PPTX templates, so the existing DOCX template with custom fonts can be used without issues.
Why the other options are incorrect:
A. Client-Side generation, as Server-Side doesn't support DOCX templates:
This is factually incorrect. Server-side generation does support DOCX templates. Client-side generation would be less optimal for 100 line items.
B. Client-Side generation, as this doesn't have a high number of line items:
While 100 line items may not be "extremely high," server-side is still recommended for documents with significant tabulation. Client-side works best for smaller files.
C. Client-Side generation, as Server-Side doesn't support custom fonts:
There is no evidence that server-side generation fails to support custom fonts. The limitation isn't mentioned in the documentation.
D. Server-Side generation, as Client-Side doesn't support custom fonts:
This is incorrect. The limitation of client-side generation isn't related to custom fonts but rather to document size and complexity.
Reference:
The comparison table in the search results clearly shows that server-side document generation:
* Works best for large and rendering-heavy files
* Uses dedicated Salesforce compute resources
* Is an asynchronous process
* Supports DOCX templates
* Is ideal for documents with heavy tabulation or more than 200 line items
An energy company provides gas, electricity, and warranty services to its customers. When
a customer calls for help, the agent needs to see the products and services they have
purchased.
Which object does the Energy and Utilities Cloud data model use to store this information?
A. Contract
B. Account
C. Asset
D. Premise
Explanation:
In the Salesforce Energy and Utilities Cloud data model, Assets are used to represent the actual products and services a customer has purchased or is using — including physical devices (meters, smart thermostats) and intangible services (electricity supply contracts, gas supply contracts, warranty services, protection plans, maintenance agreements, etc.).
Key points:
Asset is the standard object that tracks what the customer owns or is entitled to.
For energy commodities (electricity/gas supply), the service itself is modeled as an Asset linked to the Service Agreement or Contract.
For warranty services (e.g., appliance warranty, home protection plan, extended warranty), these are explicitly created as Asset records — often with fields like Start Date, End Date, Status, Product (lookup to Product2), Serial Number (if applicable), and linked to the customer’s Account and Premise.
When a customer calls for help, the agent sees the full list of Assets in the Customer 360 view / Energy & Utilities Contact Center Console (via FlexCards or related lists), showing:
* Active electricity/gas supply
* Any bundled warranty or service plans
* Installed equipment (meters, etc.)
* Expiry dates, coverage details, and status
Why not the other options?
A. Contract
Contracts represent formal legal agreements (e.g., supply agreement, warranty contract). While they may reference products/services, they do not store the actual purchased items/services the customer is actively using — Assets do.
B. Account
Account holds customer identity, billing details, and relationships — not the specific list of purchased products/services.
D. Premise
Premise represents the physical location (house, apartment, building) where services are delivered — not the products/services themselves.
Correct modeling in Energy & Utilities Cloud:
Electricity supply → Asset (linked to Service Agreement and Service Point)
Gas supply → Asset (linked to Service Agreement and Service Point)
Warranty / protection plan → Asset (linked to Account, possibly Premise, with Product2 = "Home Warranty" or similar)
This structure allows agents to quickly see everything the customer has purchased in one place during a call.
References:
Salesforce Help: "Asset Object in Energy & Utilities Cloud" — Used to model customer-owned or entitled products/services, including warranties and utility supply.
An energy company provides electricity to business customers. There are several cost
components for electricity.
How would a consultant model these cost components in Energy and Utilities Claud?
A. Create custom fields on the line item object for each cost component.
B. Create different pricing elements for each cost component.
C. Create child products for each cost component.
D. Create one child product for all cost components.
Explanation
In Energy & Utilities Cloud (Industries CPQ), electricity pricing is often made up of multiple cost components, such as:
Energy consumption charges
Distribution charges
Transmission fees
Regulatory surcharges
Environmental fees
Taxes or adjustments
These components are best modeled using Pricing Elements.
Why Pricing Elements are correct
Pricing Elements allow you to:
Break down pricing into multiple charge components
Calculate each component independently
Display detailed pricing transparency on quotes and bills
Apply different pricing logic (rates, formulas, tiers)
This aligns with how utilities structure tariffs and commercial energy pricing.
👉 Pricing Elements represent how the price is calculated, not separate products.
❌ Why the other options are incorrect
A. Custom fields on line item
Not scalable or flexible.
Cannot support pricing logic, calculations, or tariff rules.
Hard to maintain.
C. Child products for each cost component
Cost components are not sellable products.
Would unnecessarily complicate product catalogs.
D. One child product for all cost components
Still treats pricing as products rather than pricing structure.
Prevents detailed pricing breakdown and calculation control.
📘 Exam Concept
Key CPQ modeling principle:
Concept → Purpose
Product → What is sold
Pricing Element → How price is calculated
Line Item → Instance of product on quote
👉 Exam takeaway:
Utility tariff and charge breakdowns should be modeled using Pricing Elements, not products or custom fields.
An energy company is implementing Energy and Utilities Cloud for their contact center and
is in the process of importing contact information from the billing system to Salesforce, An
administrator has been asked if and how the contact data updated in Salesforce will be
reflected back in the billing system.
What two options can be presented back as potential solution?
Choose 2 answers
A. Salesforce will be the system of record for contacts and it doesn't need to update the billing system in the future.
B. The billing system can query Salesforce every night to retrieve changes made to contacts.
C. Salesforce can send the updated information to the billing system in real-time or batch if it's required,
D. Salesforce Export Wizard will automatically create a csv of contact information to be imported to the billing system.
C. Salesforce can send the updated information to the billing system in real-time or batch if it's required,
Explanation:
B (Pull Pattern):
In many Utility architectures, the CIS (Billing System) acts as the ultimate "master" for financial data. Providing an integration endpoint where the billing system queries Salesforce (via REST or SOAP API) on a schedule is a common batch integration pattern to ensure the systems stay in sync without overwhelming the billing system during peak hours.
C (Push Pattern):
Using OmniStudio Integration Procedures or Salesforce Outbound Messages/Platform Events, Salesforce can "push" updates to the billing system. This can happen in real-time (e.g., the moment an agent saves a phone number update in the Console) or gathered into a batch for efficiency. This ensures that the billing system has the most current contact details for invoicing.
Why other options are incorrect
❌ A. Salesforce will be the system of record... and doesn't need to update:
In the utility industry, this is almost never true. The billing system must have accurate contact information to legally deliver invoices and notices. If Salesforce is updated but the billing system is not, the physical bills will be sent to the wrong address or person.
❌ D. Salesforce Export Wizard:
This is a manual, administrative tool for ad-hoc data exports. It is not a sustainable or "automated" solution for an enterprise-level digital transformation where data integrity between a CRM and a billing system is required.
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