---
schema_version: "1"
id: 654f4e6257c68ac0ff0842202024c3c7dc13a2a4f8568d0e417a0c5b39cf5cc9
title: Validate the Clean Energy Program Management Console Setup in Salesforce UI
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_validate_clean_energy_pmc_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_validate_clean_energy_pmc_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1cb5521c9e4209ef4731e95cbc2a32d102d4f5224a499a50861e290e36e2e8a7
description: Log in as a Salesforce admin and confirm the org preferences, users, profiles, metadata, integration user, flows, and sharing settings in Setup.
products:
  - Energy and Utilities
release: "264"
---
# Validate the Clean Energy Program Management Console Setup in Salesforce UI

Log in as a Salesforce admin and confirm the org preferences, users, profiles, metadata, integration user, flows, and sharing settings in Setup.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></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: <strong>Enterprise</strong>, <strong>Unlimited</strong>, <strong>Developer</strong>, <strong>Professional</strong>, and <strong>Performance</strong> Editions</td></tr></tbody></table>

1. Org preferences
    1. From Setup, in the Quick Find box, enter Outcome Management Settings, and then select **Outcome Management Settings**. Verify that the toggle is turned on.
    2. Search for and select **Program and Benefit Management Settings**. Verify that the toggle is turned on.
2. User and profile
    1. From Setup, in the Quick Find box, enter Users, and then select **Users**.
    2. Confirm the admin user's assigned permission sets, locate the new user you defined, and verify that their **Profile** is **Program Manager**.
    3. Confirm the **Permission Set Assignments** match with what the agent assigned.
3. Metadata
    1. From Setup, click **Object Manager**.
    2. Select **Indicator Assignment**.
    3. Click **Fields & Relationships**, and then select **Indicator Assignment Type**.
    4. In the picklist values list, confirm that **Program Product** is listed as an active value.
4. Integration user
    1. From Setup, in the Quick Find box, enter Users, and then select **Users**.
    2. Locate and select the integration user that has the **Analytics Cloud Integration User** profile.
    3. In the Permission Set Assignments related list, confirm that **Energy & Utilities Cloud Program**, **Outcome Management**, and **Program and Benefit Management** are assigned.
    4. Confirm that the **Clean Energy Program Analytics Integration User** permission set that got deployed from zip metadata is assigned to this user.
5. Flows and Data Processing Engine
    1. From Setup, in the Quick Find box, enter Data Pipelines, and then select **Get Started**.
    2. Confirm that Data Pipelines is enabled.
    3. From Setup, in the Quick Find box, enter Data Processing Engine, and then select **Data Processing Engine**.
    4. Confirm that the Clean Energy Program definitions are populated in the list view.
    5. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
    6. Confirm that the **Clean Energy Program Benefit Assignment Aggregation Scheduler** exists and its status is **Active**.
6. Sharing settings
    1. From Setup, in the Quick Find box, enter Sharing Settings, and then select **Sharing Settings**.
    2. Review the organization-wide defaults for program-related objects. The recipe automates OWD across all objects listed in [Consider Updating Sharing Settings for Program Management Console](https://help.salesforce.com/s/articleView?id=ind.energy_update_sharing_settings_pmc.htm&language=en_US).
    3. Adjust **Default Internal Access** and **Default External Access** as needed for your organization.
    4. Save your changes.
7. Application validation
    1. From the App Launcher, find and select **Clean Energy Program Management**.
    2. Click the **Programs** tab.
    3. Click **New**.
    4. Enter the required details, including Name, Start Date, and Status.
    5. Save your changes.
    6. Confirm that the record saves successfully and opens the Program workspace.