---
schema_version: "1"
id: 32dbb6390545d730bc3c8a302244bf7d5b9c108c95702e504cf40c00b209fe50
title: What the Agent Configures 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_new_connections_what_agent_configures.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_new_connections_what_agent_configures.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f2b1fa33254b2e1329c33fc87993c1b43b5dc6358fed646e9279a9118d1b69be
description: Review each setup step that the agent runs, where it pauses for your confirmation, and what needs manual follow-up.
products:
  - Energy and Utilities
release: "264"
---
# What the Agent Configures for New Connections

Review each setup step that the agent runs, where it pauses for your confirmation, and what needs manual follow-up.

### 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>

   
| 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 |