For easy reporting, create a carbon footprint for each fiscal year. If you want to
separate emissions by attributes, such as region, or country, create multiple carbon footprint
records for the same year. You can also roll multiple procurement summaries into a single carbon
footprint record.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
Permission Set Needed
To enter and modify data:
Net Zero Cloud Manager
OR
Net Zero Cloud Admin
When creating a carbon footprint record, set the Name, Footprint Stage, Reporting Year, Start
Date, and End Date.
Recalculate Out-of-Sync Carbon Footprint
You can recalculate carbon footprint records that are out of sync with underlying data due to
manual overrides if the record isn’t locked.
Recalculating a carbon footprint record recalculates related scope 3 procurement summaries and
energy use records if the child records aren’t locked.
Note Only the user who created the record or who has Modify All Records access to the record
can view or modify the record, including to recalculate the record. To enable a user to view
or modify records created by other users, your Salesforce administrator must enable the
Modify All Records access for the user on the required objects. For more information about
setting permissions, see Troubleshoot Object and Record Access Issues.
To recalculate, from the actions menu on the Carbon Footprint page, select Recalculate. The
process runs asynchronously.
Note Users who don’t have the Modify All Records access to the required objects can’t see the
Recalculate action.
Lock a Carbon Footprint
To ensure that records aren’t updated accidentally or by automated processes, lock carbon
footprint records.
Important Only the user who created the record or who has Modify All Records
access to the record can view or modify the record, including to lock or unlock the record.
To enable a user to view or modify records created by other users, your Salesforce
administrator must enable the Modify All Records access for the user on the required
objects. For more information about setting permissions, see Troubleshoot Object and Record Access Issues.
To lock or unlock a carbon footprint record, from the actions menu on the Carbon Footprint
page, select Lock. Locking a carbon footprint record also locks any related scope 3
procurement summary and scope 3 procurement item records.
Note Users who don’t have the Modify All Records access to the required objects can’t see the
Lock action in the actions menu.
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