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Post Deployment Steps for Program Management Console

After you deploy the metadata to your org, complete these post deployment steps before you use Program Management Console.

  1. Set Admin User as the default flow user.
    1. From Setup, in the Quick Find box, enter Process Automation, and then select Process Automation Settings.
    2. In Default Workflow User, select Admin User.
    3. Save your changes.
  2. Clone and activate the Process Approved Application flow.
    1. From Setup, in the Quick Find box, enter Flow , and then select Flows.
    2. From the list, click the managed version of Process Approved Application.
    3. To clone the flow, in the Flow Builder toolbar, click Save As.
    4. Enter a label, API name, and description for the cloned flow and click Save.
      The cloned flow opens in Flow Builder.
    5. Activate your flow.
  3. (Optional) If the unmanaged version of the Process Approved Application flow exists in your org, deactivate or delete it.
    1. From Setup, in the Quick Find box, enter Flow , and then select Flows.
    2. From the list, click Process Approved Application.
    3. From the Flow Builder, click Deactivate in the button bar, and then save your changes.
  4. (Optional) Create sample data for Program Management Console.
    1. Deploy the EUProgramSampleData and EUProgramCreateSampleData Apex classes.
    2. To upload images to the Salesforce Files section in your org from the file EnergyCPImages.zip, from the App Launcher, click Files, and then click Upload Files. See Upload Files.
    3. For products, use the product code as the image name.
    4. For programs, use the program name without the special characters and spaces as the image name.
    5. Run the EUFlowCreateSampleData.createRecords() Apex code in an anonymous window in Developer Console.See Executing Anonymous Apex Code.
  5. Allow customers to view product images
    1. From the App Launcher, click Programs.
    2. Click the program for which you want to allow customers to view the image.
    3. Click the Related tab.
    4. In Notes & Attachments, to preview the image, click the image name.
    5. Click Share.
    6. To allow customers to view this image, under Who Can Access, set Customer Access to On, and then save your changes.