1

1.3

2
2.1
2.2
2.3
2.4
2.5

3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9

3.10
3.11
 Pre Deployment
Create a Email Folder. Setup-> Email Templates-> Create New Folder-> Label -> SO Email Templates -> Read/Write Access.

Deployment

Post Deployment

Electricity User needs to be setup with below Permission Sets -

1. Access Objects Read Finances
2. Access Objects Read/Write Electric User
3. Access Objects Read/Write Survey User
4. SO Electricity CCM User
CUSC Schedule 1 Report under ESO Connections Folder to be shared with Electric Manager
Asset Replacement Tab needs to be made visible on ESO Connections App.
transmissionconnections@nationalgrideso.com Email Address needs to be put in the Email Alert (Email to ARN Record Owner
make sure all API Name starts with SO
Need to remove ETO_Plant_Type field on Opportunity object from SO layouts and SO permission set.
Object Label API Name Object Type User Story No.
Account Account Standard
Opportunity Opportunity Standard
Asset Replacement Notice SO_Asset_Replacement_Notice__c Custom Object 109377
Loss of Access Claim SO_Loss_of_Access_Claim__c Custom Object 109653
Interactive Offers SO_Interactive_Offer__c Custom Object 110458
Tab Name Type User Story No.
Asset Replacement Notices Custom Tab 109377
Loss of Access Claims Custom Tab 109653
Interactive Offers Custom Tab 110458
Field Name Field API Name
Company Dormant SO_Company_Dormant__c
CUSC Signed SO_CUSC_Signed__c
CUSC Signed Date SO_CUSC_Signed_Date__c
Registered Company Number SO_Registered_Company_Number__c
Ceased Date SO_Ceased_Date__c
Company Cease to exist SO_Company_Cease_to_exist__c
Acceptance Date SO_Acceptance_Date__c
Why SO_Why__c
Re-Offer Sent Date SO_Re_Offer_Sent_Date__c
Contract completion date SO_Contract_completion_date__c
Company Secretary SO_Company_Secretary__c
Company Secretary Phone SO_Company_Secretary_Phone__c
Company Secretary Email SO_Company_Secretary_Email__c
Category of use SO_Category_of_use__c
Registered Company Number SO_Registered_Company_Number__c
Account SO_Account__c
Date Notice Sent SO_Date_Notice_Sent__c
Account Registered Address SO_Account_Registered_Address__c
Offer to be Sent by Date SO_Offer_to_be_Sent_by_Date__c
Re-offer Reason SO_Re_offer_Reason__c
Contract Due Date SO_Contract_Due_Date__c
Application Fee Type SO_Application_Fee_Type__c
Contract Type SO_Application_Type_Type__c
Next Steps SO_Next_Steps
ARN Status SO_ARN_Status
Account SO_Account__c
Claim Reference Number Claim_Reference_Number__c
Claim Reference Number sent to Customer SO_Claim_ReferenceNumber_sent_toCustomer__c
Claim Valid? SO_Claim_Valid__c
Claim Value SO_Claim_Value__c
Contract SO_Contract__c
Date and Time of end of Incident SO_Date_and_Time_of_end_of_Incident__c
Date and Time of start of Incident SO_Date_and_Time_of_start_of_Incident__c
Date final letter sent to Customer SO_Date_final_letter_sent_to_Customer__c
Date of Claim Payment SO_Date_of_Claim_Payment__c
Date of Customers Claim SO_Date_of_Customers_Claim__c
Final agreement value sent to Customer SO_Final_agreement_value_sent_toCustomer__c
Reason for Rejection of Claim SO_Reason_for_Rejection_of_Claim__c
Compliance Manager SO_Compliance_Manager
Claim Received Date SO_Claim_Received_Date__c
28 Day TO Meeting SO_28_Day_TO_Meeting__c
60 Day Deadline SO_60_Day_Deadline__c
Plant Type ETO_Plant_Type__c
Statement of Work SO_Statement_of_Work__c
TO Response Date SO_TO_Response_Date__c
Description SO_Description__c
Interactive Offer Sent Date
Interactive Offer
Stage
Plant Type
Clock Start Date Value
Interactive Queue No.
SO_Interactive_Offer_Sent_Date__c
SO_Interactive_Offer__c
Stagename
SO_Plant_Type__c
SO_Clock_Start_Date_Value__c
SO_Interactive_Queue_No__c
Object Name User Story No.
Account 109368
Account 109362
Account 109362
Account 109366
Account 109369
Account 109369
Opportunity 109370
Opportunity 109371
Opportunity 109371
Opportunity 109371
Account 109513
Account 109513
Account 109513
Account 109513
Account 109513
SO_Asset_Replacement_Notice__c 109377
SO_Asset_Replacement_Notice__c 109377
Account 109513
Opportunity 109802
Opportunity 109371
SO_Asset_Replacement_Notice__c 109378
Opportunity 109797
Opportunity 109799
SO_Asset_Replacement_Notice__c 109379
SO_Asset_Replacement_Notice__c 109379
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
SO_Loss_of_Access_Claim__c 109653
Contract 110568
SO_Loss_of_Access_Claim__c 109708
SO_Loss_of_Access_Claim__c 109708
SO_Loss_of_Access_Claim__c 109706
Opportunity 111553
Opportunity 110843
Opportunity 111576
SO_Interactive_Offer__c 110458
SO_Interactive_Offer__c 110458
Opportunity 110458
Opportunity 110827
Opportunity 111553
Opportunity 113202
Opportunity 110460
Package.xml Tags
<members> Account.SO_Company_Dormant__c</members>
<members> Account.SO_CUSC_Signed__c</members>
<members> Account.SO_CUSC_Signed_Date__c</members>
<members> Account.SO_Registered_Company_Number__c</members>
<members> Account.SO_Ceased_Date__c</members>
<members> Account.SO_Company_Cease_to_exist__c</members>
<members> Opportunity.SO_Acceptance_Date__c</members>
<members> Opportunity.SO_Why__c</members>
<members> Opportunity.SO_Re_Offer_Sent_Date__c</members>
<members> Opportunity.SO_Contract_completion_date__c</members>
<members> Account.SO_Company_Secretary__c</members>
<members> Account.SO_Company_Secretary_Phone__c</members>
<members> Account.SO_Company_Secretary_Email__c</members>
<members> Account.SO_Category_of_use__c</members>
<members> Account.SO_Registered_Company_Number__c</members>
<members> SO_Asset_Replacement_Notice__c.SO_Account__c</members>
<members> SO_Asset_Replacement_Notice__c.SO_Date_Notice_Sent__c</members>
<members> Account.SO_Account_Registered_Address__c</members>
<members> Opportunity.SO_Offer_to_be_Sent_by_Date__c</members>
<members> Opportunity.SO_Re_offer_Reason__c</members>
<members> SO_Asset_Replacement_Notice__c.SO_Contract_Due_Date__c</members>
<members> Opportunity.SO_Application_Fee_Type__c</members>
<members> Opportunity.SO_Application_Type_Type__c</members>
<members> SO_Asset_Replacement_Notice__c.SO_Next_Steps</members>
<members> SO_Asset_Replacement_Notice__c.SO_ARN_Status</members>
<members> SO_Loss_of_Access_Claim__c.SO_Account__c</members>
<members> SO_Loss_of_Access_Claim__c.Claim_Reference_Number__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Claim_ReferenceNumber_sent_toCustomer__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Claim_Valid__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Claim_Value__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Contract__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Date_and_Time_of_end_of_Incident__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Date_and_Time_of_start_of_Incident__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Date_final_letter_sent_to_Customer__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Date_of_Claim_Payment__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Date_of_Customers_Claim__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Final_agreement_value_sent_toCustomer__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_Reason_for_Rejection_of_Claim__c</members>
<members> Contract.SO_Compliance_Manager</members>
<members> SO_Loss_of_Access_Claim__c.SO_Claim_Received_Date__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_28_Day_TO_Meeting__c</members>
<members> SO_Loss_of_Access_Claim__c.SO_60_Day_Deadline__c</members>
<members> Opportunity.ETO_Plant_Type__c</members>
<members> Opportunity.SO_Statement_of_Work__c</members>
<members> Opportunity.SO_TO_Response_Date__c</members>
<members> SO_Interactive_Offer__c.SO_Description__c</members>
<members> SO_Interactive_Offer__c.SO_Interactive_Offer_Sent_Date__c</members>
<members> Opportunity.SO_Interactive_Offer__c</members>
<members> Opportunity.Stagename</members>
<members> Opportunity.SO_Plant_Type__c</members>
<members> Opportunity.SO_Clock_Start_Date_Value__c</members>
<members> Opportunity.SO_Interactive_Queue_No__c</members>
BUG

BUG

BUG
BUG

Sprint 3
Sprint 3
Sprint 3

Sprint 3
Validation Rule Name Validation Rule API Name Object Name User Story No.
SO_TechnicalCompetence_Stage_Validation Opportunity 111553
SO_Restrict_Interactive_Offer_Assignment Opportunity 110460
Page Layout Name Object Name
SO_ESO_Modification_Application_Layout Opportunity
SO_New_Connection_Application_Layout Opportunity
SO_ESO_Project_Progression_Application_Layout Opportunity
SO_Use_of_System_Layout Opportunity
SO_ESO_Statement_Of_Work Opportunity
SO_ESO_Unlicensed_Offers_Layout Opportunity
SO_Indemnity_Layout Opportunity
SO_Waiver_Layout Opportunity
User Story No.
109370, 109371, 111553, 110460
109370, 109371, 111553, 110460
109370, 109371,110843, 111553, Sprint 3
109803, 111553, 110460 BUG
110843, 111579, 111553, 110460 Sprint 3
113056, 111553, 110460 Sprint 3
110552, 111553, 110460 Sprint 3
110552, 111553, 110460 Sprint 3
Name
SO Create Contract Record
Update Opportunity Record Due Dates
Create Contract Appendices
Create Electricity Connection Record
Update Electricity Connection Contracts
API Name User Story No.
SO_Create_Connection_Contract_Record
Update_Opportunity_Record_Due_Dates
Create_Contract_Appendices
SO_Create_Electricity_Connection_Record 111553
SO_Update_Electricity_Connection_Contracts 111553
Quick Action Name Quick Action API Name Object User Story
Create Loss of Access Claim SO_Create_Loss_of_Access_Claim Contract 109653
SO Create Project Progression Plan SO_Create_Project_Progression_Plan Opportunity 111579 Sprint 3
Sales Process Name Sales Process Api Name User Story
SO_Statement_Of_Work 110827
Lightning Page Name Lightning Page API Name TYPE

Default Opportunity Layout NG_Default_Opportunity_Layout Record Page

Asset Replacement Notice Record Page SO_Asset_Replacement_Notice_Record_Page Record Page
User Story No. Comments

Assigned to SO CRM App, NG SO Electricity

Profile/System Admin Profile, ESO Modification
Application/ESO New Connection Application/ESO
109373 Project Progression Application recordtypes.
109377
Workflow Rule Name Workflow Rule API Name Object User Story
Email to ARN Record Owner Email_to_ARN_Record_Owner Asset Replacement Notice 109381
Email Alert Name Email Alert API Name User Story
Email_to_ARN_Record_Owner 109381
SO_Email_to_LAC_Record_Owner 109708
SO_Email_to_LAC_Record_Owner_Decision_Deadline 109706
Email Template Name Email Template API Name User Story
Email to ARN Record Owner Email_to_ARN_Record_Owner 109381
Loss of Access Claim TO Meeting SO_Loss_of_Access_Claim_TO_Meeting 109708
Loss of Access Claim deadline approaching SO_Loss_of_Access_Claim_deadline_appro 109706
Name
SO - Opportunity - Set Stage Completion and Due Dates
Contract Appendices
SO - Opportunity - Create Electricity Connection
SO Update Account
Email Notification to Loss Of Access Claim Owner
API Name Object Name
Opportunity_Set_Stage_Completion_and_Due_Dates Opportunity
Contract_Appendices Contract
SO_Opportunity_Create_Electricity_Connection Opportunity
SO_Update_Account Account
SO_Email_Notification_to_Loss_Of_Access_Claim_Owner Loss Of Access Claims
User Story No.
109802, 109803, 113202 BUG

109513
109706, 109708
Email Template Folder Name Email Template Folder API NameUser Story
SO Email Templates SO_Email_Templates 109381
Report Name Report API Name User Story No.
CUSC Schedule 1 SO_CUSC_Schedule_1 109513
Asset Replacement Notice Report Weekly Report SO_Asset_Replacement_Notices_Report 109380
Report Folder Name Report Folder API Name User Story No.
ESO - Electricity Connections ESO_Electricity_Connections 109513
Roles User Story No.
 Electric Manager 109513

Sharing Rule Object Name Label User Story No.

Profiles Api Name User Story No.
System Administrator Admin

Permission Set Api Name User Story No.

SO Black Start User SO_Black_Start_User
SO Electricity CCM User SO_Electricity_CCM_User
SO Compliance User SO_Compliance_User 110568
SO Super User SO_Super_User
Record Type Name RecordType API Name Object
Electricity Account NG_Electricity_Account Account
ESO Modification Application SO_ESO_Modification_Application Opportunity
ESO New Connection Application SO_New_Connection_Application Opportunity
ESO Project Progression Application SO_ESO_Project_Progression_Application Opportunity
ESO Use of System SO_Use_of_System Opportunity
User Story No.

109797, 109799 BUG

Apex Class Name User Story No.
NG_OpportunityhandlerClass 110460
SO_InteractiveQueueNumberAssignment 110460
SO_InteractiveQueueNumberAssignmentTest 110460