Prepare to Set Up Emissions Forecasting

1. To generate holistic, configurable forecasts, enable Advanced Account Forecasting.

   See Configure Advanced Account Forecasting.

2. Make sure that you have these permission set licenses assigned to the user:
   • Data Pipelines Base User
   • Data Processing Engine Psl
   • Manufacturing Advanced Account Forecast Psl
3. Make sure that these permission sets are assigned to the user:
   • To enable users to track emissions forecasts for measures across multiple dimensions, assign the Manufacturing Advanced Account Forecasting permission set.

     See Assign Permission Sets to Users.

   • To allow admin users to customize and use the Data Processing Engine definitions, assign the Data Pipelines Base User permission set.

     See Assign the Permission Set License and Permission Set to Users.

   • To allow users to access the features of Data Processing Engine to transform data in your Salesforce org, assign the Use Data Processing Engine permission set.
4. To use data processing engine definitions, enable data pipelines.

   See Enable Data Pipelines.

5. To generate the emissions forecast set, turn on Manage Carbon Emissions Forecast.

   See Enable Net Zero Cloud Features.

6. To specify null as the default value for numeric columns in your recipes, dataflows, and CSV uploads, select Allow null measure handling in datasets in the CRM Analytics settings.

   See Enable Null Measure Handling.

7. To generate the forecast for an account by considering dimensions, frequencies, and measures, make sure that the generated sample emissions forecast set is active.

   See Learn About Advanced Account Forecasting in Net Zero Cloud.

   

   Note If you create a copy of the sample forecast set, make sure that the new forecast set points to the Emissions Forecast Fact object. Otherwise, the TCRM dashboards for forecasting might not work.
8. Define your data processing engine jobs based on the data processing engine definitions templates. Make sure that you make copies of the data processing engine job templates and activate them before running the jobs.

   See Copy and Activate Net Zero Cloud Data Processing Engine Templates.

   • Initialize Emissions Forecasts: Initializes the values in the emissions forecast fact records. Run this job only one time to initialize emissions forecasts by creating blank emissions forecast fact records and an advanced account forecast set partner record for emissions activities.

   • Calculate Emissions Forecasts: Calculates emissions forecasts by retrieving the actual emissions from annual emissions inventory and the target emissions from annual emissions reduction target for emissions activities. Before running this job, make sure that the emissions inventory is updated and that the business metrics are available for the previous and future years. For more information about emissions inventory, see Set Emissions Inventory.

   • Reinitialize Emissions Forecasts: Reinitializes emissions forecast fact records when you update the values for the emissions forecast set record, such as the period, or to forecast emissions based on the latest year’s actual emissions. Run this job when there’s a change in the underlying forecast set or when time moves on and you want to generate data for next year. This job sets the status of the previous advance account forecast fact partner record to Inactive and creates an advance account forecast fact partner record and the corresponding advance account forecast fact record.

   

   Note Run the Calculate Emissions Forecasts job after every time you run the Initialize Emissions Forecast or Reinitialize Emissions Forecast jobs.

For more information about how to use Advanced Account Forecasting, see Holistic Forecasts with Advanced Account Forecasting.