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Set Up and Maintain Net Zero Cloud
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            Configure Information Library

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            3. Set Up and Maintain Net Zero Cloud

            Configure Information Library

            Use Information Library to collect and organize Environmental, Social, and Governance information into a single source and use it across multiple reports and disclosures.

            Required Editions

            Available in: Lightning Experience and the Salesforce mobile app
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Net Zero Cloud Growth license
            User Permissions Needed
            To enable Information Library:

            Manage Materiality Assessment

            OR

            Manage Information Library
            1. To collect and organize content in Information Library, in the Disclosure and Compliance Hub settings, turn on Information Library.
            2. To manage the Information Library with Einstein generative AI, turn on Einstein for Information Library.
            3. To create a Standard User Profile, create a Disclosure and Compliance Hub profile.
            4. To create or update users that can use Information Library, assign the Disclosure and Compliance Hub profile to the user. Then assign the appropriate permission sets.
            5. To create and edit materiality topics, turn on Manage Materiality Assessments.
            6. To store the generated Information Library documents in a single location. See Configure External Document Storage for Information Library in Integrate Microsoft 365 Azure with Salesforce for Net Zero Cloud.
            7. To connect Information Library to Word for collaboration, set up the Salesforce Disclosure and Compliance Hub add-in for Microsoft 365 Word.
            8. If necessary, to apply interest tags to your Information Library content, set up interest tags.
            9. If necessary, to automate how records are approved, set up the approval process.
            • Enable Einstein for Information Library
              Use Einstein generative AI to collect, organize, and improve the overall efficiency of your Information Library. You make data-driven decisions and streamline your workflows, ensuring that your environmental, social, and governance (ESG) information is always up-to-date and easily accessible.
             
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