What the Agent Configures for the Clean Energy Program Management Console

Review each step the agent runs, where it pauses for your confirmation, what needs manual follow-up, and the permission sets it assigns.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, Developer, Professional, and Performance Editions

Step	What the agent configures	Confirmation required?	Manual follow-up
Authenticate & initialize	Authenticates the MCP server to the org via `sfdx org login web`. Locates the recipe	Yes (browser sign-in; type `Yes` to proceed)	—
Foundation	Enables Outcome Management and Program and Benefit Management. Assigns 10 admin permission sets to the running admin	Yes (irreversible steps)	—
Program Manager user	Clones the standard profile and creates the Program Manager user (optional. Not created if it already exists)	Yes (provide user details)	—
Permission sets & metadata	Assigns the Program Manager permission sets. Adds "Program Product" to the Indicator Assignment Type picklist	No	—
Integration user	Assigns three permission set licenses + the Clean Energy Program Analytics Integration User permission set. Enable Data Processing Engine. Download EUC datapack zip, deploy Analytics Integration permission set, and assign the permission set to integration users.	No	—
Flow & Data Processing Engine (DPE)	Deploys/activates DPE definitions (with tries again) and the Benefit Assignment Aggregation Scheduler flow	No	Complete manual post-setup tasks

Permission sets assigned to the running admin.

Permission sets assigned to the Program Manager user.

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