---
schema_version: "1"
id: 47f27c08b25010f426b8b2dd27df116b32fa7672bcea77947244cbe4bc4f4ef5
title: Manual Setup Tasks for New Connections
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_manual_setup_tasks_new_connections.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_manual_setup_tasks_new_connections.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fccd4f433a0bd4bcefabfcaa17e75c1b78172dd791fb71dafb2b9fb8325e74a1
description: After running the automated setup for new connections, complete these remaining manual tasks in Setup and the App Launcher to finalize your configuration.
products:
  - Energy and Utilities
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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: All Editions with Energy &amp; Utilities - Growth</td></tr></tbody></table>

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

1. [Create the new connection manager profile](https://help.salesforce.com/s/articleView?id=ind.energy_create_the_new_connection_manager_profile.htm&language=en_US).
2. [Assign permission sets to the new connection manager](https://help.salesforce.com/s/articleView?id=ind.energy_assign_permission_sets_to_new_connection_manager.htm&language=en_US).
3. [Add the milestone tracker to the individual application record page](https://help.salesforce.com/s/articleView?id=ind.energy_add_the_milestone_tracker_to_the_individual_application_record_page.htm&language=en_US).
4. [Set up the auto-assign milestone owner flow](https://help.salesforce.com/s/articleView?id=ind.energy_set_up_the_auto_assign_milestone_owner_flow.htm&language=en_US).
5. [Assign connection milestones based on application programs](https://help.salesforce.com/s/articleView?id=ind.energy_assign_connection_milestones_based_on_application_programs.htm&language=en_US).