--- schema_version: "1" id: 45ae768e869d6adf1376b3a008c0bcf659f6ca147054ff5630119c426947424f title: Clean Energy Program Management Console Setup with AI Tools collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_clean_energy_pmc_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_clean_energy_pmc_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6b0c23f1f82854b3147f09755f4665be2ef374645db28e38dfbe260961c60161 description: With an AI coding agent and Salesforce setup automation, an Energy & Utilities admin takes an org from no clean energy program management capability to a configured clean energy program management console. products: - Energy and Utilities release: "264" --- # Clean Energy Program Management Console Setup with AI Tools With an AI coding agent and Salesforce setup automation, an Energy & Utilities admin takes an org from no clean energy program management capability to a configured clean energy program management console. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, Developer, Professional, and Performance Editions
Directed from a command-line coding tool, such as Claude Code or Agentforce Vibes, the agent enables the required preferences and configures the Program Manager user, profile, permission sets, metadata, flows, and Data Processing Engine definitions that the program needs. It works headlessly through setup APIs and the Salesforce CLI, pausing at irreversible steps for the admin to confirm. The setup is transparent and safe. Before making structural changes or deploying metadata, the agent runs a read-only baseline check to confirm idempotency so it doesn't duplicate existing work or hit unexpected blockers. During the run, it narrates each action live with actual API responses, and on completion, it prints a color-coded status table that serves as an audit log of the setup. ## Scenario Maya, an Energy & Utilities admin, needs the clean energy program management console stood up in a fresh org so her team can deploy energy-efficiency programs fast. She doesn't want to figure out how to sequence complex dependencies across roughly 30 objects and multiple Setup nodes. That work includes enabling org preferences, creating Program Manager users and profiles, assigning permission sets across admin and integration users, deploying metadata picklist values, configuring flows, and setting up Data Processing Engine definitions. She directs an AI coding agent to set up clean energy program management console. The agent reads the setup recipe, enables Outcome Management and Program & Benefit Management, creates and configures the Program Manager user, assigns the required permission sets, deploys supporting metadata, scheduler flow, and Data Processing Engine definitions. What usually requires navigating an entire manual implementation guide becomes one guided conversation, taking the org from no capability to an operational console complete with an automated audit log and verification checklist. - **[Clean Energy Program Management Console Requirements](https://help.salesforce.com/s/articleView?id=ind.energy_clean_energy_pmc_requirements.htm&release=264.0.0&type=5)** Before you set up a clean energy program management console with AI tools, confirm that your org has the required licenses and a supported edition. You also need admin credentials, the Salesforce CLI with permission to authenticate it to your org, and an AI coding agent such as Claude Code or Agentforce Vibes to run the setup recipe. - **[Clean Energy Program Management Console Design Considerations](https://help.salesforce.com/s/articleView?id=ind.energy_clean_energy_pmc_design_considerations.htm&release=264.0.0&type=5)** Keep these design considerations in mind when you set up a clean energy program management console headlessly with AI tools. - **[What the Agent Configures for the Clean Energy Program Management Console](https://help.salesforce.com/s/articleView?id=ind.energy_clean_energy_pmc_what_agent_configures.htm&release=264.0.0&type=5)** Review each step the agent runs, where it pauses for your confirmation, what needs manual follow-up, and the permission sets it assigns. - **[Set Up the Clean Energy Program Management Console with AI Tools](https://help.salesforce.com/s/articleView?id=ind.energy_set_up_clean_energy_pmc_ai_agent.htm&release=264.0.0&type=5)** Use these steps to set up a clean energy program management console with Claude or Agentforce Vibes and the Salesforce CLI. - **[Manual Setup Tasks for Clean Energy Program Management Console](https://help.salesforce.com/s/articleView?id=ind.energy_manual_setup_tasks_clean_energy_pmc.htm&release=264.0.0&type=5)** After running the automated setup for the clean energy program management console, complete these remaining manual tasks in Setup and the App Launcher to finalize your configuration. - **[Validate the Clean Energy Program Management Console Setup in Salesforce UI](https://help.salesforce.com/s/articleView?id=ind.energy_validate_clean_energy_pmc_setup.htm&release=264.0.0&type=5)** Log in as a Salesforce admin and confirm the org preferences, users, profiles, metadata, integration user, flows, and sharing settings in Setup.