Set Up Org Preferences for Clean Energy Programs

Set up the sharing settings and OmniStudio settings in your target org for Clean Energy Programs.

1. Go to Setup.
2. To enable benefits, in the Quick Find box, search for and open Program and Benefit Management Settings, and then turn-on Create and manage your programs, benefits, and goals.
3. Set up Omni Interaction Configurations:
   1. In the Quick Find box, search for and open Omni Interaction Configuration.
   2. Click New Omni Interaction Configuration.
   3. In Label and Name, enter RollbackDRChanges.
   4. In Value, enter true, and then click Save & New.
   5. In Label and Name, enter RollbackIPChanges.
   6. In Value, enter true, and then save your changes.
4. To set sharing settings for Clean Energy Programs, in the Quick Find box, search for and open Sharing Settings, and then click Edit to set these values:

   Object	Default Internal Access	Default External Access
   Program	Public Read Only	Public Read Only
   Program Product	Public Read Only	Public Read Only
   Benefit Type	Public Read Only	Public Read Only
   Omni UI Card	Public Read Only	Public Read Only
   Product	Public Read Only	Public Read Only
   Application Form Template	Public Read Only	Public Read Only