Loading
Prepare for Email to Become the Default Login ExperienceRead More
Energy & Utilities Cloud
Validate the Clean Energy Program Management Console Setup in Salesforce UI

You are here:

  1. Salesforce Help
  2. Docs
  3. Energy and Utilities

Validate the Clean Energy Program Management Console Setup in Salesforce UI

Log in as a Salesforce admin and confirm the org preferences, users, profiles, metadata, integration user, flows, and sharing settings in Setup.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, Developer, Professional, and Performance Editions
  1. Org preferences
    1. From Setup, in the Quick Find box, enter Outcome Management Settings, and then select Outcome Management Settings. Verify that the toggle is turned on.
    2. Search for and select Program and Benefit Management Settings. Verify that the toggle is turned on.
  2. User and profile
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. Confirm the admin user's assigned permission sets, locate the new user you defined, and verify that their Profile is Program Manager.
    3. Confirm the Permission Set Assignments match with what the agent assigned.
  3. Metadata
    1. From Setup, click Object Manager.
    2. Select Indicator Assignment.
    3. Click Fields & Relationships, and then select Indicator Assignment Type.
    4. In the picklist values list, confirm that Program Product is listed as an active value.
  4. Integration user
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. Locate and select the integration user that has the Analytics Cloud Integration User profile.
    3. In the Permission Set Assignments related list, confirm that Energy & Utilities Cloud Program, Outcome Management, and Program and Benefit Management are assigned.
    4. Confirm that the Clean Energy Program Analytics Integration User permission set that got deployed from zip metadata is assigned to this user.
  5. Flows and Data Processing Engine
    1. From Setup, in the Quick Find box, enter Data Pipelines, and then select Get Started.
    2. Confirm that Data Pipelines is enabled.
    3. From Setup, in the Quick Find box, enter Data Processing Engine, and then select Data Processing Engine.
    4. Confirm that the Clean Energy Program definitions are populated in the list view.
    5. From Setup, in the Quick Find box, enter Flows, and then select Flows.
    6. Confirm that the Clean Energy Program Benefit Assignment Aggregation Scheduler exists and its status is Active.
  6. Sharing settings
    1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
    2. Review the organization-wide defaults for program-related objects. The recipe automates OWD across all objects listed in Consider Updating Sharing Settings for Program Management Console.
    3. Adjust Default Internal Access and Default External Access as needed for your organization.
    4. Save your changes.
  7. Application validation
    1. From the App Launcher, find and select Clean Energy Program Management.
    2. Click the Programs tab.
    3. Click New.
    4. Enter the required details, including Name, Start Date, and Status.
    5. Save your changes.
    6. Confirm that the record saves successfully and opens the Program workspace.
 
Loading
Salesforce Help | Article