Salesforce Docs Portal

Validate the New Connections Setup in Salesforce UI

Log in as a Salesforce admin and confirm the org preference, New Connection Manager profile, and SLA policy in Setup.

Required Editions

Available in: Lightning Experience
Available in: All Editions with Energy & Utilities - Growth
  1. Org preference
    1. From Setup, in the Quick Find box, enter Energy & Utilities, and then select Energy & Utilities Settings.
    2. Confirm that the Individual Application Milestone Enablement toggle is turned on.
  2. Profile
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Confirm that a New Connection Manager profile exists.
  3. SLA policy
    1. From Setup, in the Quick Find box, enter SLA Policies, and then select SLA Policies, if you ran Simplified SLA setup, or Entitlement Process otherwise.
    2. Start a new SLA Policy or Entitlement Process and confirm that the Individual Application policy type appears in the dropdown menu.