---
schema_version: "1"
id: c80d86ef96fce0dfff20410c54e9e8dc3fe9e90f077dd65063067300a772c5e8
title: Set Up Milestone Tracking 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_set_up_milestone_tracking_for_new_connections.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_set_up_milestone_tracking_for_new_connections.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4438e81620f72fe49659d4486486b28c378096ebaf3520624b450fc522a27bb3
description: Set up milestone tracking so your team can track new service connections against SLA targets on the Individual Application record. As an admin, you provision licenses, enable the feature, grant access, configure entitlements, and add the Milestone Tracker to the record page. When you finish, your team sees milestone progress on each connection.
products:
  - Energy and Utilities
release: "264"
---
# Set Up Milestone Tracking for New Connections

Set up milestone tracking so your team can track new service connections against SLA targets on the Individual Application record. As an admin, you provision licenses, enable the feature, grant access, configure entitlements, and add the Milestone Tracker to the record page. When you finish, your team sees milestone progress on each connection.

- **[Enable Milestone Tracking](https://help.salesforce.com/s/articleView?id=ind.energy_enable_milestone_tracking.htm&release=264.0.0&type=5)**  
    Give your users access to the milestone tracking feature for managing new connections.
- **[Configure the Simplified SLA Setup](https://help.salesforce.com/s/articleView?id=ind.energy_configure_the_simplified_sla_setup.htm&release=264.0.0&type=5)**  
    Set up the service-level agreement (SLA) policy that defines milestone targets for new connections.
- **[Create the New Connection Manager Profile](https://help.salesforce.com/s/articleView?id=ind.energy_create_the_new_connection_manager_profile.htm&release=264.0.0&type=5)**  
    Clone the Standard User profile to create a New Connection Manager profile, and grant it the permissions needed to manage new utility connection applications.
- **[Create the New Connection Manager User](https://help.salesforce.com/s/articleView?id=ind.energy_create_the_new_connection_manager_user.htm&release=264.0.0&type=5)**  
    Create a profile that allows standard users to run the connection flows.
- **[Assign Permission Sets to Admin](https://help.salesforce.com/s/articleView?id=ind.energy_assign_permission_sets_to_admin.htm&release=264.0.0&type=5)**  
    Assign these permission sets to the admin user to work with milestones.
- **[Assign Permission Sets to New Connection Manager](https://help.salesforce.com/s/articleView?id=ind.energy_assign_permission_sets_to_new_connection_manager.htm&release=264.0.0&type=5)**  
    Assign these permission sets to the new connection manager to work with individual applications and milestones.
- **[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&release=264.0.0&type=5)**  
    Show milestone progress to users on the Individual Application record by adding the milestone tracker component on the record page.
- **[Set Up Business Hours](https://help.salesforce.com/s/articleView?id=ind.energy_set_up_business_hours.htm&release=264.0.0&type=5)**  
    Define the operating schedule that milestone timers run against.
- **[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&release=264.0.0&type=5)**  
    Configure the Auto Assign Milestone Owner flow so that milestone owners are assigned automatically when you create a connection application.
- **[Assign Connection Milestones Based on Application Programs](https://help.salesforce.com/s/articleView?id=ind.energy_assign_connection_milestones_based_on_application_programs.htm&release=264.0.0&type=5)**  
    Assign the right milestones to each new connection automatically, based on the program the customer applied through. The Associate Entitlement with Individual Application flow matches each application's program to an entitlement, and the entitlement's SLA policy determines which milestones apply.