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Set Up the Clean Energy Program Management Console with AI Tools

Use these steps to set up a clean energy program management console with Claude or Agentforce Vibes and the Salesforce CLI.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, Developer, Professional, and Performance Editions

Before you begin, confirm that Claude or Agentforce Vibes and the Salesforce CLI are installed and that the agent is connected to your org as an authenticated admin user with the required permissions. See Requirements.

  1. Authenticate and initialize.

    When the agent prompts you to authenticate the MCP server against your org, run sfdx org login web in a separate terminal window, sign in through the browser, and return to the agent terminal. When the agent locates the recipe and asks whether to proceed, type Yes. Start with the initiating prompt in Agentic Tips.

  2. Foundation (turn on preferences).

    The agent analyzes the org and proposes enabling Outcome Management and Program and Benefit Management, and it assigns the 10 admin permission sets to the running admin (System Admin persona). When it asks for confirmation before irreversible steps, such as user creation and metadata deployment, type yes.

  3. Program Manager user creation

    When prompted, provide the details to create a Program Manager user (username, email, last name, and alias); the agent clones the standard profile. This step is optional and idempotent, so the user isn't always created.

  4. Assign permission sets and deploy metadata.

    The agent assigns the Program Manager user a comprehensive set of permission sets (see the Reference section) and deploys metadata to add the value Program Product to the Indicator Assignment Type picklist on the Indicator Assignment object.

  5. Integration user permissions

    The agent assigns three permission set licenses to the integration user, Energy & Utilities Cloud Program, Outcome Management, and Program and Benefit Management.

  6. Flow and Data Processing Engine setup

    The agent deploys and activates the required Data Processing Engine definitions. The agent also deploys and activates the Clean Energy Program Benefit Assignment Aggregation Scheduler flow.