---
schema_version: "1"
id: 638e8b35e4c9a20aef799799ffbfcdedc395b3496bc0e22d14ec3854eba86b8d
title: What the Agent Configures for the Clean Energy Program Management Console
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_what_agent_configures.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_clean_energy_pmc_what_agent_configures.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e8e90f4a3bd1c2ec985547e40253fd45e2319cf27c237ec43bdafc83d610e8a3
description: Review each step the agent runs, where it pauses for your confirmation, what needs manual follow-up, and the permission sets it assigns.
products:
  - Energy and Utilities
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, <strong>Developer</strong>, <strong>Professional</strong>, and <strong>Performance</strong> Editions</td></tr></tbody></table>

   
| 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.**

- Action Plans
- Data Pipelines Base User
- Rule Engine Designer
- Program and Benefit Management Access
- EAndU Cloud Program Access
- EAndU Cloud Usage Impact Access
- CRM Analytics Plus Admin
- Omnistudio Admin
- Outcome Management
- Product Catalog Management Designer

**Permission sets assigned to the Program Manager user.**

- Action Plans & Action Plans Add On User
- DataPipelinesBaseUser
- EAndU Cloud Program Access
- EAndU Cloud Usage Impact Access
- Omnistudio Admin
- Product Catalog Management Designer & Viewer
- Program and Benefit Management Access
- Rule Engine Runtime