Top Salesforce Apps for Energy Industry

Powering Real-World Energy Operations With Salesforce

Running energy programs isn’t simple. Whether it’s managing large field teams, keeping critical assets inspected on schedule, or launching new electric mobility services, energy companies face constant operational pressure.

Every part of the business needs to be connected, efficient, and responsive. That means relying on more than just spreadsheets or separate systems. These organizations need tools that help them stay in control of compliance, performance, and service delivery, even across large networks of physical assets and service teams.

Salesforce offers a flexible foundation, and with the right apps in place, energy teams can streamline everyday tasks, enhance data flow between departments, and ensure key activities, such as inspections, asset monitoring, or customer service, stay on track. From compliance reporting to full-scale EV charging infrastructure management, these tools bring practical structure to complex environments.

This list of top Salesforce apps for energy industry highlights practical tools built for the real needs of utility providers, clean energy startups, and infrastructure operators. These are apps used by teams that deal with safety checks, third-party risks, field service, and long project cycles.

What We Looked for When Selecting These Apps

To build this list, we selected apps in July 2025 from the Industry section of Salesforce AppExchange. Our goal was to highlight solutions that bring real, day-to-day value to companies working in or alongside the energy sector. 

All the apps we selected solve practical problems. Some focus on inspections or field service coordination, others help during processes like Salesforce Manufacturing Cloud implementation, and some handle refunds, asset monitoring, or stakeholder communications.

Apps on this list were selected using the following criteria:

• Offers value to energy providers, infrastructure operators, or sustainability teams
• Solves real operational challenges in areas like inspections, field service, asset tracking, or EV charging
• Built specifically for the energy industry or widely used by energy-related companies
• Native to Salesforce or designed for easy integration without complex development work
• Supports key areas such as compliance, project execution, customer engagement, or risk management

Now, let’s take a closer look at each app and see how they support energy teams in different parts of their operations.

1. Brillion Fulfill

Overview

Brillion Fulfill, from Apogee, dba Brillion, is built for utility companies and third-party energy program implementers running energy efficiency (EE) and demand side management (DSM) programs. It helps teams track savings, manage installations, handle rebate reimbursements, and meet compliance targets — all within Salesforce. With more than 15 years of field testing, as one of the focused Salesforce solutions for energy compliance, it simplifies regulatory reporting, improves collaboration, and reduces administrative overhead for energy providers delivering large-scale conservation programs.

Key Features

• Program Management: Quickly set up, adjust, and manage EE and DSM programs with tools that simplify execution and reduce manual effort.
• Regulatory Compliance: Keep track of all activities and generate reports that help meet energy regulations with less risk and better audit readiness.
• Customer Engagement: Improve communication and participation through clear, guided interactions throughout each program.
• Forecasting & Results Tracking: Monitor installations, measure program savings, and evaluate outcomes to stay aligned with goals.
• Collaboration Support: Enable smoother coordination between utilities and third-party teams using a centralized and accessible platform.

Pricing: Starts at $950 USD/user/year. Contact the vendor for more pricing options.

Rating: ⭐⭐⭐⭐⭐ 5.0 (3+ reviews)

Link: Brillion Fulfill

2. Bolt Data Connect | IoT Asset Monitoring and Service Automation

Overview

Bolt Data Connect by Bolt Data is a Salesforce-native solution for asset-centric companies that need to monitor equipment in real time and automate service processes. For energy providers with distributed infrastructure, this app helps prevent failures, reduce on-site visits, and manage assets directly within Salesforce. As one of the top Salesforce tools for field service in energy, it’s quick to deploy, requires no coding, and supports service automation models like remote diagnostics and Asset-as-a-Service, helping field teams work more efficiently and deliver better uptime.

Key Features

• Real-Time Monitoring: Connect field-based equipment to Salesforce and view live asset data directly in work orders and service cases.
• Preventative Maintenance: Schedule maintenance tasks and receive alerts before issues cause equipment failure, reducing service disruptions.
• Remote Diagnostics: Access asset status and run checks remotely, helping service teams reduce expensive trips by service vehicles and repeat visits.
• Usage-Based Service Models: Track asset usage to enable personalized service plans or offer Asset-as-a-Service pricing options.
• Seamless Integration: Syncs asset data with Salesforce records using clicks, not code, so teams always work with up-to-date information.

Pricing: Starts at $10 USD/user/month. Connected device fee starts at $0.05 per device/month.

Rating: ⭐⭐⭐⭐⭐ 5.0 (2+ reviews)

Link: Bolt Data Connect | IoT Asset Monitoring and Service Automation

3. TDI Diligence Suite – Enterprise Third-Party Risk Management

Overview

TDI Diligence Suite, from TDI Compliance, LLC, is a third-party risk management solution built on Salesforce for organizations that need to control risk in their supply chains, vendor relationships, and distribution channels. For energy companies working with multiple subcontractors, service providers, or international suppliers, it offers a streamlined way to automate onboarding, compliance checks, and ongoing monitoring. The platform supports regulatory demands while creating an auditable record of every interaction, making it easier to meet both internal and external requirements.

Key Features

• Automated Risk Workflows: Handle third-party onboarding, risk assessments, due diligence, and approvals in a structured, automated flow that reduces time spent on manual reviews.
• Screening Tools: Automatically check vendors against global watch lists, sanctions databases, politically exposed persons (PEPs), and adverse media.
• Configurable Risk Models: Use flexible risk scoring models that can be adjusted with custom risk factors and data source integrations.
• Audit-Ready Records: Generate complete records of each third-party’s risk and compliance lifecycle, supporting audits and internal reviews.
• Visual Analytics: Access both standard and custom dashboards to understand trends in your third-party risk data and improve decision-making.

Pricing: Starts at $15,000 USD/company/year. Contact the vendor for full pricing.

Rating: ⭐⭐⭐⭐⭐ 5.0 (1+ review)

Link: TDI Diligence Suite – Enterprise Third-Party Risk Management

4. Inspection Tracker

Overview

Inspection Tracker by Growteq helps companies in the energy sector keep track of critical equipment that requires regular safety checks. Whether it’s high-pressure vessels, electrical panels, or hoisting systems, the app ensures inspections are not missed and equipment stays properly maintained. It sends timely reminders for inspections, keeps asset records up to date, and supports compliance with safety regulations. As part of the expanding energy AppExchange, it provides a simple way for energy providers to stay organized and compliant directly within Salesforce.

Key Features

• Asset Registration: Add all high-value and safety-critical assets into Salesforce and define inspection schedules based on operational or legal requirements.
• Inspection Alerts: Automatically notify responsible asset owners when inspection deadlines are coming up, reducing the chance of missed checks.
• Compliance Support: Maintain an accurate, accessible inspection history that supports internal policies and meets legal safety standards.
• Inspection Dashboards: Use visual dashboards to view overall inspection status, spot overdue tasks, and ensure full visibility across locations.
• Flexible Equipment Types: Track and maintain various equipment types like hoses, valves, and lifting systems without switching between tools.

Pricing: Starts at €20 EUR/user/month. Free 30-day trial available. Contact the vendor for more details.

Rating: ⭐⭐⭐⭐⭐ 5.0 (1+ review)

Link: Inspection Tracker

5. Inspire Planner – True Project Management for Salesforce

Overview

Inspire Planner by Inspire Planner Inc. is a 100% native Salesforce app designed for managing projects of all types and sizes. It works especially well for energy companies running customer implementations, infrastructure upgrades, or cross-team process changes. With support for Waterfall, Agile, and hybrid models, it brings project scheduling, collaboration, and reporting into Salesforce, where teams already manage other business functions. Among the most versatile energy Salesforce tools available, it helps reduce delays, track time and budgets, and coordinate internal and external contributors with ease.

Key Features

• Flexible Project Structures: Use Agile sprints, Waterfall timelines, or simple task lists depending on your project needs, all fully managed in Salesforce.
• Visual Project Scheduling: Define dependencies, milestones, and critical paths in an interactive Gantt chart. Adjust schedules easily with drag-and-drop controls.
• Task Automation & Templates: Save time with pre-built templates that launch automatically when opportunities close, including auto-assigned tasks.
• Time & Resource Tracking: View staff capacity, track logged hours, and compare actual effort with estimates to improve project efficiency.
• Client Collaboration Tools: Share project tasks with external users through a secure portal, allowing updates and communication without Salesforce licenses.

Pricing: Starts at $25 USD/user/month. Annual billing, 10-user minimum. 30-day free trial available. 10 free licenses available to nonprofits, discounts for additional licenses.

Rating: ⭐⭐⭐⭐⭐ 4.95 (155+ reviews)

Link: Inspire Planner – True Project Management for Salesforce

6. ProcedureFlow: Visual Knowledge Management to Boost Productivity and Service

Overview

ProcedureFlow is a knowledge management app that helps energy companies standardize complex procedures and improve employee performance. Instead of relying on long documents or scattered information, teams follow visual process flows that are easy to navigate and update. This makes onboarding smoother, reduces training time, and helps customer-facing teams deliver faster, more accurate responses, especially in areas like billing, metered services, or outage handling. It fits well among Salesforce solutions for energy, aiming to increase operational consistency across service channels.

Key Features

• Visual Process Flows: Replace long text instructions with clear, step-by-step visual guides that help employees follow procedures without confusion.
• Centralized Knowledge: Store all operational processes in a single location, making it easier to manage updates and ensure everyone is working from the same source of truth.
• Collaboration Tools: Allow teams to contribute improvements, compare changes, and publish updates organization-wide with minimal delay.
• Process Insights: Track how well processes are being followed and identify opportunities to improve speed, accuracy, or compliance.
• Next Best Action Support: Use Salesforce’s Einstein to guide agents in real time with recommended flows based on current case context.

Pricing: Starts at $450 USD/user/year. Discounts are available for nonprofits.

Rating: No ratings yet.

Link: ProcedureFlow: Visual Knowledge Management to Boost Productivity and Service

7. Aiwo – AI to Unlock Cost-Saving Opportunities Through Customer Interactions

Overview

Aiwo is an AI-powered analytics tool designed to help energy companies reduce the volume and cost of customer service interactions. It connects to Salesforce and other systems to analyze customer communications across all channels, pinpointing the root causes behind repeated contacts. With this insight, companies can improve their processes, cut service costs, and enhance customer satisfaction without needing custom development or IT overhead. 

Key Features

• Root Cause Analysis: Automatically detect the reasons behind high-frequency, cost-driving contacts, especially those linked to unresolved customer needs.
• Multichannel Integration: Consolidate contact data from phone, email, chat, and CRM systems into one unified view, making analysis easier and faster.
• Cost Visibility: Understand the direct cost of each contact driver and use that insight to prioritize improvements and reduce overhead.
• AI Insights with Traceability: Every insight is backed by specific customer interactions, allowing teams to trace, validate, and act with confidence.
• No-Code Deployment: Aiwo is a ready-to-use solution that only requires data and metadata integration, with no development resources needed.

Pricing: Starts at €2,500 EUR/company/month. Annual plans receive a 15% discount.

Rating: No ratings yet.

Link: Aiwo – AI to Unlock Cost-Saving Opportunities through Customer Interactions

8. eMabler Salesforce Connector

Overview

The eMabler Salesforce Connector by eMabler is a purpose-built tool for managing EV charging operations directly from Salesforce. It helps energy companies, infrastructure providers, and sustainability-focused organizations manage chargers, users, and sites in a more efficient and scalable way. The connector brings all EV charging data into Salesforce, so users can control operations in one place and automate daily tasks as their network expands. As a smart Salesforce tool for energy, it supports the shift to electric mobility with streamlined operations and flexible integration.

Key Features

• Unified Charging Data: Centralize data from sites, chargers, and driver accounts within Salesforce to remove the need for multiple systems.
• Real-Time Synchronization: Keep all charging-related information up to date automatically between eMabler and Salesforce.
• Driver Access Management: Use a Lightning Web Component to easily assign and update driver permissions for charging points.
• Built-In Automation: Streamline operations by automating the creation and updates of charging locations and equipment.
• Custom-Fit Design: Tailor workflows to fit your unique EV operations while following Salesforce data and security standards.

Pricing: Starts at €300 EUR/company/month. Higher-tier plans are available. 30-day free trial included.

Rating: No ratings yet.

Link: eMabler Salesforce Connector

9. Relay Network

Overview

Relay Network helps energy providers improve customer engagement by connecting Salesforce with personalized mobile Feed Experiences. Instead of relying only on email or service calls, companies can trigger real-time, targeted updates to customers that feel direct and accessible. Whether initiated by service agents or automated workflows, these digital interactions drive better communication, increase satisfaction, and bring valuable engagement data back into Salesforce for continuous improvement. Among energy Salesforce apps, this tool helps bridge the gap between service operations and customer experience in a mobile-first world.

Key Features

• Feed-Based Communication: Deliver personalized, mobile-first Feed Experiences directly from Salesforce Service Cloud or automated workflows.
• Customer Engagement Metrics: Capture interaction data and sync it back into Salesforce records to measure and optimize service outcomes.
• Agent and Workflow Triggers: Allow both call center agents and automated flows to launch communication feeds based on key customer moments.
• Proven ROI: Cited benefits from real-world deployments include increased mobile validation rates, improved customer retention, and measurable revenue gains.
• Seamless Cloud Integration: Designed for full compatibility with Salesforce Service Cloud and Health Cloud environments.

Pricing: $24,000 USD/company/year. Contact the vendor for customized pricing.

Rating: No ratings yet.

Link: Relay Network

10. Utilities on Salesforce: Sales & Order Management, Contracts, Mobile Sales

Overview

Utilities on Salesforce by CloudSense is built for utility companies that need to manage everything from product configuration to billing within Salesforce. It connects sales, contracts, and order management into one smooth process, helping teams deliver a better customer experience while increasing operational efficiency. With support for both commodity and non-commodity products, it’s a flexible tool for energy providers looking to streamline workflows, from making a quote to receiving payment, and adapting quickly to market changes.

Key Features

• Unified Product Catalog: Manage all offerings, from electricity plans to bundled services, in one centralized, easily configurable catalog.
• CPQ and Contract Automation: Generate accurate quotes and contracts for complex, multi-site deals with multiple price levels, all from a single solution.
• Order Management & Fulfillment: Automate the decomposition, orchestration, and fulfillment of multi-product orders without manual data entry.
• Customer Lifecycle Management: Track the full customer journey and align internal processes from first contact through invoicing.
• Fast Go-to-Market Tools: Launch new services and adjust pricing across channels quickly, using clicks instead of code to stay ahead of competitors.

Pricing: Starts at $85 USD/user/month.

Rating: No ratings yet.

Link: Utilities on Salesforce: Sales & Order Management, Contracts, Mobile Sales

Wrapping Up: Apps That Power Energy-Specific Results in Salesforce

The energy industry is under pressure to adapt quickly, with major shifts happening in how services are delivered, maintained, and scaled.

Salesforce provides a solid platform, and with the right set of focused apps, like Salesforce revenue optimization apps, a dedicated team can handle compliance, scale operations, and launch new business models without rebuilding everything from scratch.

Quick Recap of the 10 Apps for the Energy Industry Featured in This Guide

1. Brillion Fulfill, from Apogee, dba Brillion, supports utilities and third-party program implementers with managing DSM and energy efficiency programs, combining rebate tracking, regulatory compliance, and forecasting in a single platform.
2. Bolt Data Connect from Bolt Data provides real-time asset monitoring and automation tools for service operations, helping energy teams cut downtime and reduce field costs with connected IoT capabilities.
3. TDI Diligence Suite by TDI Compliance LLC automates third-party risk management, offering onboarding, due diligence, and monitoring for vendors and supply chain partners in regulated environments.
4. Inspection Tracker by Growteq helps energy companies track periodic inspections on critical assets like pressure vessels and hoisting equipment to ensure safety and compliance.
5. Inspire Planner from Inspire Planner Inc. delivers native Salesforce project management with Gantt charts, templates, time tracking, and collaboration features ideal for cross-functional energy teams.
6. ProcedureFlow simplifies training and standard operating procedures with visual, step-by-step process guides, giving teams in utilities and field service a way to reduce errors and respond faster.
7. Aiwo uses AI to analyze customer interactions, helping energy providers uncover the root causes of high contact volumes and reduce service-related costs.
8. eMabler Salesforce Connector from eMabler integrates EV charging site, charger, and driver management directly into Salesforce, supporting teams rolling out or scaling electric mobility infrastructure.
9. Relay Network enables personalized mobile-first engagement with customers through feed-based updates triggered by agents or automated workflows, improving satisfaction and response rates.
10. Utilities on Salesforce by CloudSense centralizes CPQ, product catalogs, and billing into one streamlined process for utility companies, helping reduce complexity across sales and service operations.

Each of these solutions supports smarter workflows and stronger outcomes using Salesforce, whether you’re serving residential customers, managing fleets of field technicians, or modernizing billing systems.

Mykhailo Radchenko

Mykhailo is a Certified Salesforce Administrator with development experience in the fintech field. Since 2021, he has gained the Double Star Ranger rank on the Salesforce Trailhead education platform, where he acquired 26 Superbadges in Business Administration, Process Automation, Security, and more. With a decade of expertise in consulting and compliance, he aspires to translate complex technical concepts into accessible content, helping organizations make the most of Salesforce. Mykhailo is passionate about using technology for everyday needs, enjoys reading sci-fi and non-fiction books, and playing video games. He also has an interest in history and outdoor activities such as hiking, camping, and kayaking.