Manual Setup Tasks for New Connections

After running the automated setup for new connections, complete these remaining manual tasks in Setup and the App Launcher to finalize your configuration.

Required Editions

Available in: Lightning Experience

Available in: All Editions with Energy & Utilities - Growth

Before you begin, run the automated eu-new-connection-setup SOR for new connections.

Create the new connection manager profile.
Assign permission sets to the new connection manager.
Add the milestone tracker to the individual application record page.
Set up the auto-assign milestone owner flow.
Assign connection milestones based on application programs.