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Set Up and Maintain Net Zero Cloud
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            Enable Einstein for Information Library

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            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Net Zero Cloud

            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero Cloud add-on license. Einstein generative AI is available in Lightning Experience
            Available with the Salesforce Foundations license.
            To purchase the Agentforce for Net Zero Cloud add-on, contact your Salesforce account executive
            User Permissions Needed
            To view setup pages: View Setup and Configuration
            To enable Disclosure and Compliance Hub: Disclosure and Compliance Hub User
            To enable Einstein for disclosure authoring: Use Einstein to Author Disclosures

            As a system administrator, before you enable the settings:

            • Confirm that your org has the Einstein for Disclosure and Compliance Hub and the Einstein Prompt Templates permission set licenses.

              See Assign a Permission Set License to Users.

            • Assign the Einstein for Disclosure and Compliance Hub User, the Disclosure and Compliance Hub User, and the Prompt Template User permission sets to the users.
            • To get started with generative AI, turn on Einstein generative AI.

              See Enable Einstein Generative AI in ESG Report Generation with Einstein Generative AI.

            1. From Setup, in the Quick Find box, enter Disclosure and Compliance Hub, and then select Disclosure and Compliance Hub Settings.
            2. To generate disclosures, turn on Manage Disclosure and Compliance Hub.
            3. Turn on Information Library.
            4. Turn on this setting as needed.
              Einstein for Information Library Manage the Information Library with generative AI.

              This feature uses Einstein Generative AI and consumes Einstein Requests. Einstein Generative AI Features are provided on a separate infrastructure with different security protections and physical hosting locations than the Services. See Salesforce Trust and Compliance Documentation for more information.
             
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