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Last Updated: Aug 10, 2026

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Salesforce AP-207 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Discovery13%- Business Needs Analysis
  • 1. Align stakeholder requirements
  • 2. Identify gaps between current processes and Energy and Utilities Cloud capabilities
  • 3. Document customer business needs and desired outcomes
  • 4. Analyze current state processes and user journeys
  • 5. Understand current state architecture
Topic 2: Test and Deploy Energy and Utilities Cloud Applications and Solutions13%- Testing and Deployment
  • 1. Validate Salesforce core and Vlocity components
  • 2. Create deployment plans
  • 3. Support go-live activities
  • 4. Execute user acceptance testing
  • 5. Manage UAT milestones
  • 6. Identify deployment stakeholders
Topic 3: Implementation38%- Platform Configuration
  • 1. Enable order capture and contract management
  • 2. Execute data migration
  • 3. Implement post-sales processes
  • 4. Configure licenses and access
  • 5. Perform initial Salesforce and Energy and Utilities Cloud setup
  • 6. Configure products and pricing
  • 7. Integrate third-party systems
Topic 4: Solution Design36%- Architecture and Design
  • 1. Validate data model fitment
  • 2. Map Energy and Utilities Cloud components to current architecture
  • 3. Design future state business processes
  • 4. Determine organizational security and data access considerations
  • 5. Understand deployment tools and best practices
  • 6. Define future state architecture

Salesforce Energy and Utilities Cloud Accredited Professional Sample Questions:

1. An Administrator needs help generating an accurate report to identify the average response time to installing new electricity connections.
What two elements need to be defined during the discovery phase of the implementation?

A) Define the data to be migrated for the customer's connections process
B) Define the metrics to measure the customer's new connections process.
C) Identify the data sources to generate the customer's new connections reports and dashboards
D) Define the business stakeholders for the customer's new connections process.


2. 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?

A) Account
B) Bill
C) Service Account
D) Statement


3. A company's energy and utilities org uses Permission Set Licenses What are the two methods to control users access to features and functionality?

A) Managed Package Licenses
B) Sharing Settings
C) Permission Set Groups
D) Permission Sets


4. An energy company is implementing Energy and Utilities Cloud for its service center agents.
Which two of the following business processes should be part of their test scenarios?
Choose 2 answers

A) Create a multi-site quote.
B) Manage a customer moving out.
C) Set up a payment arrangement.
D) Manage changes to contract clauses.


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


Solutions:

Question # 1
Answer: B,C
Question # 2
Answer: B
Question # 3
Answer: C,D
Question # 4
Answer: B,C
Question # 5
Answer: A,C

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