Review each setup step that the agent runs, where it pauses for your confirmation, and what needs manual follow-up.
Required Editions
| Available in: Lightning Experience |
| Available in: All Editions with Energy & Utilities - Growth |
| Step | What the agent configures | Confirmation required? | Manual follow-up |
|---|---|---|---|
| Org preference | Individual Application Milestone Enablement (turned on via API) | Yes (warns action can be irreversible) | — |
| Simplified SLA | SLA policies for milestone tracking | Yes | — |
| Profile | Clones Standard User → New Connection Manager; grants Manage Entitlements, Customize Application, Run Flow | No | — |
| User | [Optional] New Connection Manager user | Yes (this path skips it) | Assign profile + permission set manually |
| Field-level security | FLS for Individual Application Milestone and Entity Milestone fields | No | — |
| Permission sets | Packages required permission sets | Conditional | Assign EAndU Cloud Program Access manually |
| Flexipage | Builds Individual Application record page (layout + Milestone Tracker tab) | Yes | Activate the page manually in the UI |
| Summary | Reports completed/skipped/failed steps and manual next steps | — | Complete listed manual tasks |