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Set Up and Maintain Net Zero Cloud
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            Manage CSRD Report Templates

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            Manage CSRD Report Templates

            Use the improved Corporate Sustainability Reporting Directive (CSRD) reporting template to make your environmental, social, and governance (ESG) reporting easier. The prebuilt CSRD report builder simplifies setup and reduces installation complexity.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Net Zero Cloud Growth license
            User Permissions Needed
            To set up Disclosure and Compliance Hub: Disclosure and Compliance Hub User
            To enable Omnistudio Runtime Settings and Omnistudio Metadata: Omnistudio Admin

            The CSRD report builder version 5 includes the European Financial Reporting Advisory Group (EFRAG) questionnaire published in April 2024.

            Prepare to Set Up CSRD Report Templates

            1. To set up disclosures, confirm that you have the required licenses and permissions.
            2. To author disclosure reports directly in Microsoft 365 Word by using the Salesforce Disclosure and Compliance Hub add-in, establish a secure connection between Salesforce and the add-in.
            3. To author disclosure reports directly in Google Docs by using the Salesforce Disclosure and Compliance Hub add-in, establish a secure connection between Salesforce and the add-in.
            4. To capture and audit your carbon footprint data, turn on Net Zero Cloud.
            5. To streamline the assignment and management of permissions, create and assign the disclosure and compliance permission set group to users.
            6. To define how users access objects and data, create a Disclosure and Compliance Hub profile.
            7. To enable access to create and edit disclosures, add and assign profiles to the Disclosure and Compliance Hub users.
            8. To create DOCX and Microsoft 365 Word templates, turn on Design Document Templates in Salesforce.
            9. To create ESG reports by using predefined report templates, turn on Manage Disclosure and Compliance Hub, ​​Manage ESG Reports, and then Manage CSRD Reports.
            10. To generate a CSRD report that consolidates environmental, social, and governance metrics from your parent company and its subsidiaries, set up your company organizational structure. Currently, Net Zero Cloud doesn't support associations beyond two levels of hierarchy.

            Add Picklist Values to Net Zero Cloud Fields

            Ensure that the picklist values are available in the Net Zero Cloud object fields. If the picklist values aren't available, add the missing values manually.

            For more information, see Add or Edit Picklist Values.

            Object Field Picklist Values
            Employee Demographic Summary Employment Type
            • Non-Employee or Self-Employed
            • Provided By Undertakings
            Employment Benefit Summary Benefit Type
            • Bargaining Agreement
            • Workers Representative
            • No Social Protection
            • Health and Safety Management System
            • Family Related Leave (Parental, Maternity, Paternity, Care)
            Gender
            • Male
            • Female
            • Non-Binary
            • Not Disclosed
            • Other
            Employee Development Summary Program Category Skill Development-Related Activities
            Level
            • Senior Management
            • Middle Management
            Business Function
            • Technical
            • Administrative
            • Production
            Employee Type
            • Non-Employee or Self-Employed
            • Provided By Undertakings
            Organization Incident Summary Incident Type
            • Accident
            • Complaint
            • Fatality
            • Human Rights Violation
            • Incident
            Incident Subtype
            • Own Workforce
            • Other Workers
            • Filed to National Contact Points
            • Non Respect of UN Guiding Principles and OECD Guidelines for Multinational Enterprises
            • Own Workers
            Category
            • Violation of Human Rights
            • Violation of Anti-Corruption and Anti-Bribery Laws
            Corrective Action Type Conviction
            Social Contribution Summary Subtype
            • Internal
            • External
            • Membership of Lobbying Associations

            Deploy CSRD Template

            To use report builder to create disclosure reports, enable the required disclosure and compliance hub features and deploy the CSRD template.

            1. If your org has previous versions of Discovery Framework Data Mappers, rename them.
              1. From the App Launcher, find and select Data Mappers.
              2. If these Data Mappers are active, open them in Data Mapper Designer.
                • MSESRSMainDataraptor
                • MSESRSMainTransform
              3. Click Settings.
              4. Rename the data mapper.
              5. Save your changes.
            2. From Setup, in the Quick Find box, enter Disclosure and Compliance Hub, and then select Disclosure Report Builder Settings.
            3. To enable the report builder features for CSRD, turn on Enable Features for CSRD.
              This step enables these features:
              • Disclosure and Compliance Hub
              • Discovery Framework
              • Net Zero Cloud carbon accounting
              • Omnistudio
              • Environmental, social, and governance reporting
              • Disclosure and compliance hub plugin
              • CSRD reporting
            4. To deploy a CSRD template, click Deploy.
            5. On the Discovery Framework Sample Templates page, for the Net Zero Cloud CSRD Report sample template, click Deploy.

            The CSRD template is deployed, which includes Omniscripts, assessment questions, assessment question sets, data mappers, and Integration Procedures.

            Activate Components Required to Create CSRD Disclosures Report

            Get ready to create your CSRD reports by activating the components required to use the CSRD report templates.

            1. Activate all Integration Procedures deployed as part of the Net Zero Cloud CSRD Report template.
              1. From the App Launcher, find and select Integration Procedures.
              2. Activate the latest versions of these Integration Procedures.
                • getDefaultAEIRecords
                • getDefaultDRPRecord
                • MSESRSIntegrationProcedure
                • MSESRSPrefillingAssessmentResponses
            2. Deactivate and reactivate the Omniscript.
              1. From the App Launcher, find and select OmniScripts.
              2. If the CSRD Report V6 is active, deactivate and reactivate the Omniscript; otherwise, activate the CSRD Report V6 Omniscript.
            3. If the Predefined Disclosure Definition Version field for CSRD isn't visible, manually add it to the page layout.
              1. From the object management settings for disclosures, go to Page Layouts.
              2. Select Disclosure Layout.
              3. Click Fields, and drag Predefined Disclosure Definition Version from the palette to the Version section.
              4. Save your changes.
            4. Verify the latest document template.
              1. From the App Launcher, find and select Design Document Templates.
              2. Verify that the CSRDv6StandardTemplate is available.
                For an existing org, if the latest document template isn't available, disable and re-enable the Manage CSRD Reports setting.

                See Enable Disclosure and Compliance Hub.

            5. When the process is completed, log out and log in to the page.

            Upload Materiality Assessment Topics by Using CSV Files

            Use a CSV template file to upload materiality topics for Corporate Sustainability Reporting Directive (CSRD) impact, and risk and opportunity assessment reporting.

            Required Editions

            User Permissions Needed
            To enter and modify data:

            Net Zero Cloud Manager

            OR

            Net Zero Cloud Admin

            Configure permission sets and flows to let users upload Net Zero Cloud data.

            See Set Up Net Zero Cloud Data Upload.

            1. Download the sample materiality topics CSV file.

              For best performance, Salesforce recommends limiting data uploads to 10,000 records per batch.

            2. Upload the CSV file.
              1. From the App Launcher, find and select Received Documents.
              2. Click New.
              3. Enter a name for the document, set the status to Draft, and save your changes.
              4. On the Related tab, click Upload Files, and select the CSV file.
              5. For the Target Object API Name, enter MaterialityTopic.
              6. Save your changes.
                If your admin has created and activated a flow for loading data from CSV files, run the flow for Net Zero Cloud to extract the data and store it as Net Zero Cloud object records.

                See Automate Net Zero Cloud Data Uploads.

            When you upload the CSV files, the files are validated based on predefined rules set up by the admin. The file isn’t processed further if errors are found during validation. If a file fails with errors, you can view the number of records processed and the error details. Failed records are associated with the Received Document record along with the reason for failure. After resolving the errors, you can upload the document again.

            See Also

             
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