Install Net Zero Cloud Disclosures Managed Packages

Prerequisites for Installing the Net Zero Cloud Disclosures Package

Before you install the Net Zero Cloud disclosures package, complete these prerequisites.

1. To set up disclosures, confirm that you have the required licenses and permissions.
   See Prerequisites For Setting Up Disclosures.
2. To streamline the assignment and management of permissions, create and assign the disclosure and compliance permission set group to users.
3. To define how users access objects and data, create a Disclosure and Compliance Hub profile.
4. To enable access to create and edit disclosures, add and assign profiles to the Disclosure and Compliance Hub users.
5. To extract data, answer questions, collaborate with other users, and generate disclosures, enable Disclosure and Compliance Hub.
6. To create a guided interaction for the disclosure questionnaire, install and configure Omnistudio managed package for Spring ʼ25 (254.3).
7. To import and export disclosure questions, configure Discovery Framework.
8. For faster Flexcard and Omniscript activation, disable Managed Package Runtime in Omnistudio Settings.
9. To simplify development and build automation, install and configure Salesforce CLI.
10. To generate server-side documents, add the Document Generation Setting.
11. Confirm that you have the latest version of a supported browser.
    See Supported Browsers and Devices for Lightning Experience.
12. To author disclosure reports directly in Microsoft 365 Word by using the Salesforce Disclosure and Compliance Hub add-in with the ESRS package, establish a secure connection between Salesforce and the add-in.
13. To author disclosure reports directly in Google Docs by using the Salesforce Disclosure and Compliance Hub add-in with the ESRS package, establish a secure connection between Salesforce and the add-in.
14. To create surveys and send them to participants with the ESRS package, enable and configure surveys.
15. To account for emissions for your extended organizational boundaries, enable the Manage Carbon Accounting for Extended Organizational Boundaries setting.
    See Enable Net Zero Cloud Features.
16. To account for social and governance data for your extended organizational boundaries, enable the Manage Social and Governance for Extended Organizational Boundaries setting.
    See Enable Net Zero Cloud Features.
17. To create and conduct materiality assessment with the ESRS package, enable the Manage Materiality Assessments setting.
    See Enable Net Zero Cloud Features.
18. To use the Calculate Materiality Assessment Topic Scores data processing engine job for scoring materiality assessment with the ESRS package, clone the job and set the job name in Setup Materiality Assessment: Set Data Processing Engine.
    See Enable Net Zero Cloud Automation.
19. If you aren’t using extended organizational boundaries to get responses from Net Zero Cloud, confirm that you have an annual emissions inventory for the selected year.
20. If you use Omnistudio Flexcard Designer to build custom UI components and run into issues, you require some troubleshooting.
    See Flexcards Troubleshooting Considerations.
21. To create custom metadata with the CDP package, turn on Manage list custom settings type in Schema Settings.
    See Enable Custom Metadata Creation.

Enable Custom Metadata Creation

To customize and manage your data with the CDP package, enable Manage list custom settings type in Schema Settings.

1. From Setup, in the Quick Find box, enter Schema Settings, and then select Schema Settings.
2. Turn on Manage list custom settings type.

Install the Package

To generate a supported disclosure report for CDP, GRI, and SASB, install the corresponding Net Zero Cloud Disclosures package. This package is available only in English.

1. Log out of Net Zero Cloud.
2. To download a Net Zero Cloud disclosure package, go to these pages:

   Net Zero Cloud Disclosures for GRI Standards	Use this package to generate disclosures by using Omniscript forms. Disclosure: GRI 2: General Disclosures 2021 Guideline
   Net Zero Cloud Disclosures for CSRD	Use the CSRD - V5 report builder (recommended). This version of the report builder includes one-click deployment and setup of the on-core CSRD template and quantitative metric support for ESRS E1, S1, and G1 sections. Disclosure: April 2024 Use the Net Zero Cloud Disclosures for ESRS - Version 2, which is a managed package to generate disclosures by using the Omniscript Form or Hybrid Mode (Omniscript and Microsoft 365 Word). Disclosure: July 2023
   Net Zero Cloud Disclosures for CDP	Use this package to generate disclosures by using Omniscript forms. Disclosure: CDP 2024 Guideline
   Net Zero Cloud Disclosures for SASB	Use this package to generate disclosures by using Omniscript forms. Disclosure: 2023 Net Zero Cloud supports these sectors for SASB: - Consumer Goods - Financials - Services - Technology & Communications Guideline

3. Log in to the Salesforce org where you want to install the package.
4. Click Install for All Users, and then click Install.
5. For the CDP package, to send or receive data from third-party websites, approve third-party access.
6. Extract the Omnistudio static resources from your package.
   1. From Setup, in the Quick Find box, enter Static Resources, and then select Static Resources.
   2. Select the static resource for your package, and then click View File.
   3. Extract the downloaded file.
7. Deploy the Omnistudio static resources from Salesforce CLI.
   1. Open a terminal window.
   2. Create a Salesforce DX project named {PACKAGE_NAME}work.
      For example, cdpwork, and a package named dchapp.

      sf project generate -n cdpwork -p dchapp -x

   3. Go to the Salesforce DX project folder.

      cd {PACKAGE_NAME}work

   4. Log in to your source org.

      sf org login web -r {org URL}

   5. In the {SFDX-workdir}/{PACKAGE_NAME}work/dchapp/main/default/ default project folder, add the omniDataTransforms, omniIntegrationProcedures, omniScripts, and omniUiCard folders from the static resources folder.
   6. In the {SFDX-workdir}/{PACKAGE_NAME}work/manifest/ project folder, replace the package.xml file with the file from the downloaded static resources folder.
   7. Specify the default org user who deploys the static resources.

      sf config set target-org {OrgUserName} -g

   8. Deploy the static resources.

      sf project deploy start -x {SFDX-workdir}/{PACKAGE_NAME}work/manifest/package.xml

8. For the SASB package, deploy the action-flows static resource.

   The action-flows static resource is used to add the Generate Document button to quick actions.

   

   Note Only the user who created the disclosure records can generate the document.
   1. From Setup, in the Quick Find box, enter Static Resources, and then select Static Resources.
   2. Select SASBActionFlows, click View File, and extract the contents of the downloaded file.
   3. Open a command terminal.
   4. Go to the Salesforce DX project folder.

      cd {PACKAGE_NAME}work

   5. Log in to your source org.

      sf org login web -r {org URL}

   6. In the {SFDX-workdir}/{PACKAGE_NAME}work/dchapp/main/default/ folder, add the flows and quickActions folders from the static resources folder.
   7. In the {SFDX-workdir}/{PACKAGE_NAME}work/manifest/ project folder, replace the package.xml file with the file from the static resources folder.
   8. Specify the default org user who deploys the static resources.

      sf config set target-org {OrgUserName} -g

   9. Deploy the static resources.

      sf project deploy start -x {SFDX-workdir}/{PACKAGE_NAME}work/manifest/package.xml

9. Deactivate and reactivate the Omniscript.
   1. From the App Launcher, find and select Omnistudio Designer.
   2. If any of these Omniscripts are active, deactivate and reactivate them:

      Package	Omniscripts
      GRI	GRI2023 (Version 1)
      CDP	CDP2024_ClimateChangePart1 (Version 1) CDP2024_ClimateChangePart2 (Version 1) CDP2024_ClimateChangePart3 (Version 1) CDP2024_ClimateChangePart4A (Version 1) CDP2024_ClimateChangePart4B (Version 1) CDP2024_ClimateChangePart4C (Version 1) CDP2024_ClimateChangePart5 (Version 1) CDP2024_ClimateChangePart6 (Version 1)
      SASB	Consumer Goods Sector (Version 1) Financials Sector (Version 1) Services Sector (Version 1) Technology and Communications Sector (Version 1)
      ESRS	ESRS2023 (Version 1) ESRS Report on Microsoft 365 (Version 1) Reactivating ESRS Omniscripts is required only if you previously installed the Net Zero Cloud Disclosures for ESRS package.

10. Verify the Omnistudio Data Mappers.
    1. From the App Launcher, find and select Omnistudio Data Mappers.
    2. Verify that these Data Mappers are active.

       Package	Data Mappers
       GRI	All Data Mappers with names starting with GRI
       CDP	GetStartDateEndDate All Data Mappers with names starting with CDP
       SASB	GetStartDateEndDate AssessmentIdFromDisclosureId All Data Mappers with names starting with CG All Data Mappers with names starting with FN All Data Mappers with names starting with SV All Data Mappers with names starting with TC
       ESRS	All Data Mappers with names starting with ESRS All Data Mappers with names starting with MSESRS Veryfying that these datamappers are active is required only if you previously installed the Net Zero Cloud Disclosures for ESRS package.

11. Deploy the package static resources.
    1. From the object management settings for omni processes, go to Page Layouts.
    2. Next to the page layout that you want to update, click , and select Edit.
    3. Click Related Lists, drag Files from the palette to the Related Lists section, and save your changes.
    4. Click your profile image and select Switch to Salesforce Classic.
    5. Click , and select Omni Processes.
    6. Search for and select {PACKAGE_NAME}{YEAR}.
       For example, GRI2023 or CDP2024_ClimateChangePart6.
    7. In Files, click Upload Files, and open the DOCX file in the {PACKAGE_NAME}DocumentTemplateStaticResource folder.
       For example, open the DOCX file in the CDPDocumentTemplateStaticResource/CDPDocumentTemplates folder.

       For the SASB package, search for Financials Sector, Technology and Communications Sector, Services Sector, and Consumer Goods Sector, and upload their respective DOCX files.

    8. Click Close, and then click Switch to Lightning Experience.
12. If you previously installed the Net Zero Cloud Disclosures for ESRS managed package, import the document template.
    1. From the App Launcher, find and select Document Template Designer.
    2. Click Import.
    3. Browse for and select the JSON file from the {SFDX-workdir}/esrswork/dchapp/main/default/omniDocumentTemplates folder.
    4. Click Done.
    5. Select and activate the document template.
13. For the CDP and GRI packages, deactivate the Update Disclosure Status flow.

Activate Lightning Record Page for the ESRS Materiality Assessment Report

If you installed the Net Zero Cloud Disclosures for ESRS managed package, use the Lightning Record Page to streamline access and enhance user interaction with the ESRS materiality assessment report.

Activate Lightning Record Page for the CDP Disclosure Report

Use the Lightning Record Page to streamline access and enhance user interaction when users access the CDP disclosure report.

Required Editions

User Permissions Needed
To create and save Lightning pages in the Lightning App Builder:	Customize Application

1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
2. Open the Disclosure Record Page where the namespace prefix is NZCDCHCDP.
3. Click Activation.
4. Set the Lightning page as the org's default page.
   After you activate the Lightning page as the org default, the page is selected as the Lightning Experience override for the View action in the Override Properties panel.
5. Select the desktop and phone form factor.
6. Save your changes.

Assign Compact Layout to Show CDP Submission Status

When you configure a compact layout to show the CDP submission status, you can view submission progress and status updates.

1. From the object management settings for disclosures, go to Compact Layouts.
2. Click Compact Layout Assignment and then click Edit Assignment.
3. Select Disclosure CDP Status Layout.
4. Save your changes.

Add a Button to Generate a Disclosures Document

Generate a report based on the disclosure responses in a click by adding the Generate Document or the Generate Document (V2) button.

The disclosure document is generated automatically for specific packages. For other packages, you must use the Generate Document or Generate Document (V2) button, which is provided with the respective installer.

Note When multiple packages are installed, including the Net Zero Cloud Disclosures for ESRS package, use the Generate Document button provided with the ESRS installer to generate the disclosures document.

Package	Mode	Action	Output Format
Net Zero Disclosures for CDP (Version 3)	Hybrid mode (Omniscript and Microsoft 365 Word)	Automatically generated	.docx
Net Zero Disclosures for CDP (Version 2)	Omniscript mode	Use Generate Document (V2) button	.docx, PDF
Net Zero Disclosures for GRI (Version 2)	Omniscript mode	Use Generate Document (V2) button	.docx, PDF
Net Zero Disclosures for SASB	Omniscript mode	Use Generate Document button in SASB installer	.docx, PDF
Net Zero Disclosures for ESRS	Omniscript mode	Use Generate Document button in ESRS installer	.docx
Net Zero Disclosures for ESRS	Hybrid mode (Omniscript and Microsoft 365 Word)	Automatically generated	.docx

1. From the object management settings for disclosures, go to Page Layouts.
2. Select Disclosure Layout.
3. Click Mobile & Lightning Actions, and drag Generate Document or Generate Document (V2) from the palette to the Salesforce Mobile and Lightning Experience Actions section.
4. Save your changes.